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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
851
Ballew Advisors
Mississippi
$329K +$1.46K +10 +0.5%
WCM
852
WealthBridge Capital Management
Ohio
$329K +$584 +4 +0.2%
BMC
853
Beaton Management Company
Massachusetts
$329K – – –
GCM
854
Gables Capital Management
Florida
$329K -$58.4K -400 -15%
CIC
855
Carnegie Investment Counsel
Ohio
$328K +$44.7K +306 +16%
FFBTD
856
First Financial Bank - Trust Division
Ohio
$327K +$5.26K +36 +2%
WFI
857
West Family Investments
California
$327K -$146 -1 -0%
EWA
858
Elevate Wealth Advisory
Georgia
$326K +$1.17K +8 +0.4%
PFA
859
Pathway Financial Advisers
Indiana
$323K – – –
VCM
860
Versant Capital Management
Arizona
$322K +$116K +793 +57%
PWM
861
Palumbo Wealth Management
New York
$322K +$7.3K +50 +2%
OPW
862
Oxler Private Wealth
New York
$321K -$29.9K -205 -9%
UAML
863
US Asset Management LLC
Pennsylvania
$319K – – –
NWM
864
Northcape Wealth Management
New York
$318K – – –
CWM
865
Cornerstone Wealth Management
Missouri
$316K +$584 +4 +0.2%
LBC
866
Lowe Brockenbrough & Co
Virginia
$316K – – –
BMC
867
Benin Management Corp
Connecticut
$316K +$311K +2,131 New
KAS
868
KPP Advisory Services
Kentucky
$316K – – –
WH
869
Willner & Heller
California
$315K -$34.7K -238 -10%
LWCFA
870
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$314K – – –
ACM
871
Alta Capital Management
Utah
$312K +$85.7K +587 +39%
GAG
872
GM Advisory Group
New York
$312K +$1.61K +11 +0.5%
LMKC
873
L.M. Kohn & Company
Ohio
$311K -$15.6K -107 -5%
MIM
874
Marco Investment Management
Georgia
$311K – – –
OWM
875
OneAscent Wealth Management
Alabama
$311K +$306K +2,098 New
33 34
35
36 37