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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
926
Aureus Asset Management
Massachusetts
$213K +$202K +1,666 New
KFGK
927
Keystone Financial Group (Kentucky)
Kentucky
$213K +$202K +1,666 New
FCBT
928
First Citizens Bank & Trust
North Carolina
$213K +$201K +1,663 New
FFG
929
Frisch Financial Group
New York
$212K +$201K +1,657 New
ACM
930
Alta Capital Management
Utah
$211K +$200K +1,648 New
JFGIW
931
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K -$15.7K -130 -7%
BG
932
Bahl & Gaynor
Ohio
$210K +$199K +1,640 New
SFP
933
Shepherd Financial Partners
Massachusetts
$209K +$198K +1,635 New
MCM
934
Monument Capital Management
Virginia
$209K +$198K +1,633 New
MWA
935
Meridian Wealth Advisors
Texas
$207K +$196K +1,619 New
SIG
936
Spinnaker Investment Group
California
$207K +$196K +1,619 New
MHS
937
M Holdings Securities
Oregon
$207K +$196K +1,616 New
SWM
938
Silverlake Wealth Management
Vermont
$205K +$194K +1,604 New
PFM
939
Patton Fund Management
Texas
$205K +$194K +1,603 New
CM
940
Capula Management
Cayman Islands
$205K +$194K +1,600 New
EP
941
Edgestream Partners
New Jersey
$204K +$192K +1,589 New
MGIA
942
Moneta Group Investment Advisors
Missouri
$203K -$73.5K -607 -28%
CAM
943
Carret Asset Management
New York
$203K +$192K +1,582 New
WIA
944
Westbourne Investment Advisors
Maryland
$203K +$192K +1,585 New
TWA
945
TCI Wealth Advisors
Arizona
$202K -$4.84K -40 -2%
FBB
946
Fulton Breakefield Broenniman
Maryland
$201K +$190K +1,569 New
GD
947
Grandfield & Dodd
New York
$201K +$190K +1,568 New
QCG
948
Quadrant Capital Group
Ohio
$200K +$13.6K +112 +8%
TFS
949
TrustCore Financial Services
Tennessee
$195K +$606 +5 +0.3%
T
950
TOBAM
France
$194K +$31.7K +262 +21%
36 37
38
39 40