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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
651
Rockefeller Financial Services
New York
$249K – – –
SI
652
SII Investments
Wisconsin
$246K +$42.5K +652 +20%
CLOS
653
Compagnie Lombard Odier SCmA
Switzerland
$243K -$143K -2,190 -37%
TSW
654
Thompson Siegel & Walmsley
Virginia
$240K +$13.6K +209 +6%
MHS
655
M Holdings Securities
Oregon
$238K -$6.06K -93 -2%
CL
656
Choreo LLC
Illinois
$238K +$326 +5 +0.1%
HBT
657
Hills Bank & Trust
Iowa
$232K – – –
RWP
658
RWA Wealth Partners
Massachusetts
$230K +$234K +3,600 New
BFA
659
Benedict Financial Advisors
Georgia
$229K +$326 +5 +0.1%
WCM
660
Windward Capital Management
California
$227K -$12.2K -187 -5%
FPCG
661
Fort Pitt Capital Group
Pennsylvania
$227K – – –
CFA
662
Carroll Financial Associates
North Carolina
$225K -$3.91K -60 -2%
CA
663
Cornerstone Advisors
North Carolina
$224K – – –
TPW
664
Tiller Private Wealth
Pennsylvania
$224K +$65 +1 +0%
SFS
665
Sowell Financial Services
Arkansas
$224K +$130 +2 +0.1%
ST
666
Spinnaker Trust
Maine
$223K – – –
BA
667
Boston Advisors
Massachusetts
$218K -$8.14K -125 -4%
HJA
668
Hugh Johnson Advisors
New York
$217K -$2.34K -36 -1%
BCM
669
Buckhead Capital Management
Georgia
$217K – – –
BFM
670
Boston Financial Management
Massachusetts
$217K +$221K +3,396 New
JMFC
671
J.M. Forbes & Co
Massachusetts
$216K – – –
TBA
672
Tower Bridge Advisors
Pennsylvania
$214K – – –
SCM
673
Shelton Capital Management
Colorado
$211K -$49.1K -754 -19%
FHA
674
First Horizon Advisors
Tennessee
$208K +$2.02K +31 +1%
TCM
675
TD Capital Management
Tennessee
$207K – – –
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