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Name Holding Trade Value Shares
Change 		Change in
Stake
MPI
1251
Mairs & Power Inc
Minnesota
$586K -$12.1K -155 -2%
VFS
1252
VSR Financial Services
Kansas
$581K +$148K +1,884 +32%
GWM
1253
Geneos Wealth Management
Colorado
$577K +$94.3K +1,204 +18%
JCM
1254
Jacobi Capital Management
Pennsylvania
$577K +$610K +7,788 New
FMWA
1255
Forvis Mazars Wealth Advisors
Missouri
$575K -$112K -1,435 -16%
PMFA
1256
Plante Moran Financial Advisors
Michigan
$572K -$1.49K -19 -0.2%
TIA
1257
Trust Investment Advisors
Indiana
$569K -$31.3K -400 -5%
TG
1258
TLP Group
Illinois
$568K +$600K +7,659 New
CCP
1259
Clarkston Capital Partners
Michigan
$567K -$185K -2,360 -24%
LWA
1260
Lebenthal Wealth Advisors
New York
$567K +$599K +7,648 New
LP
1261
LGL Partners
Pennsylvania
$566K – – –
IIM
1262
Intact Investment Management
Quebec, Canada
$564K – – –
CL
1263
Choreo LLC
Illinois
$564K +$218K +2,785 +58%
GC
1264
Gratry & Company
Ohio
$560K -$97.1K -1,240 -14%
WP
1265
WealthSource Partners
California
$559K -$26.2K -334 -4%
AIM
1266
Acropolis Investment Management
Missouri
$554K – – –
TPW
1267
Tiller Private Wealth
Pennsylvania
$548K +$157 +2 +0%
IPC
1268
Independent Portfolio Consultants
Florida
$545K +$37.2K +475 +7%
DBIA
1269
Dumont & Blake Investment Advisors
New Jersey
$543K -$47K -600 -8%
GI
1270
Gradient Investments
Minnesota
$543K -$23.6K -302 -4%
CA
1271
Callahan Advisors
Texas
$540K – – –
AWA
1272
ARS Wealth Advisors
Florida
$540K +$62.6K +800 +12%
RWM
1273
Raffa Wealth Management
District of Columbia
$534K – – –
GLI
1274
Guardian Life Insurance
New York
$534K -$235 -3 -0%
WPW
1275
Waldron Private Wealth
Pennsylvania
$531K -$304K -3,880 -35%
49 50
51
52 53