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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
676
ACG Wealth
Georgia
$229K -$66.6K -957 -24%
SCM
677
Shelton Capital Management
Colorado
$229K -$13.9K -200 -6%
CAM
678
Carret Asset Management
New York
$226K +$214K +3,070 New
SSG
679
Summit Securities Group
New York
$225K -$277K -3,986 -57%
FNFDCM
680
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$224K +$212K +3,040 New
TTWM
681
TCV Trust & Wealth Management
Virginia
$223K +$210K +3,020 New
FHA
682
First Horizon Advisors
Tennessee
$222K -$16.7K -240 -7%
HT
683
Heritage Trust
Oklahoma
$222K +$2.78K +40 +1%
PIM
684
Profit Investment Management
Maryland
$219K +$207K +2,970 New
IP
685
Investment Partners
Ohio
$217K +$205K +2,946 New
FA
686
FDx Advisors
Illinois
$216K +$203K +2,924 New
MA
687
Montag & Associates
Georgia
$215K +$203K +2,919 New
RWA
688
Ropes Wealth Advisors
Massachusetts
$212K – – –
FMT
689
First Mercantile Trust
Tennessee
$212K +$200K +2,876 New
AIM
690
Anchor Investment Management
South Carolina
$212K – – –
LCM
691
Logan Capital Management
Pennsylvania
$211K -$75.8K -1,089 -28%
PCMK
692
Paragon Capital Management (Kansas)
Kansas
$210K +$199K +2,860 New
SPC
693
Sigma Planning Corp
Michigan
$208K +$196K +2,818 New
NPC
694
National Planning Corporation
California
$206K +$196K +2,813 New
BIM
695
Bridges Investment Management
Nebraska
$205K +$193K +2,780 New
QSS
696
Quantitative Systematic Strategies
Florida
$203K +$192K +2,761 New
GIA
697
GHP Investment Advisors
Colorado
$201K +$189K +2,723 New
WAM
698
Wealthspire Advisors (Maryland)
Maryland
$199K +$46.1K +662 +33%
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$198K -$13.9K -200 -7%
OIA
700
OneDigital Investment Advisors
Kansas
$198K +$186K +2,674 New
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