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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
2501
Lincoln Capital
Nebraska
$5.69M -$18K -122 -0.3%
DC
2502
Derby & Company
Massachusetts
$5.69M +$128K +872 +2%
CIC
2503
Chilton Investment Company
Connecticut
$5.68M -$49.9K -339 -0.8%
SW
2504
StrongBox Wealth
Missouri
$5.68M -$24K -163 -0.4%
SF
2505
Symphony Financial
Texas
$5.67M -$1.28M -8,721 -18%
USAA
2506
United Services Automobile Association
Texas
$5.67M -$1.07M -7,286 -15%
LCH
2507
Lee Capital Holdings
New York
$5.66M – – –
CCC
2508
Crescent Capital Consulting
Louisiana
$5.65M +$3.98K +27 +0.1%
HIM
2509
HawsGoodwin Investment Management
Tennessee
$5.64M -$38.3K -260 -0.6%
CSPIA
2510
Cary Street Partners Investment Advisory
Virginia
$5.64M +$49K +333 +0.8%
EA
2511
Ellsworth Advisors
Ohio
$5.63M -$37K -251 -0.6%
PSF
2512
Pacific Sun Financial
California
$5.63M +$5.85M +39,758 New
BIA
2513
Bigelow Investment Advisors
Maine
$5.62M -$318K -2,158 -5%
BIG
2514
Boothe Investment Group
Delaware
$5.62M +$115K +780 +2%
SIG
2515
Sky Investment Group
Connecticut
$5.61M -$21.9K -149 -0.4%
TAM
2516
Townsend Asset Management
North Carolina
$5.61M +$153K +1,041 +3%
FB
2517
First Bancorp
Maine
$5.6M +$5.83M +39,604 New
AGA
2518
Accuvest Global Advisors
Utah
$5.6M +$5.82M +39,558 New
GFPC
2519
Global Financial Private Client
Florida
$5.59M -$222K -1,506 -4%
BCM
2520
Beck Capital Management
Texas
$5.59M +$68.5K +465 +1%
RA
2521
Rational Advisors
New York
$5.59M +$1.9M +12,896 +48%
GC
2522
Gilbert & Cook
Iowa
$5.59M -$41.7K -283 -0.7%
AO
2523
Advisor OS
Illinois
$5.58M -$180K -1,226 -3%
LA
2524
Latitude Advisors
Florida
$5.55M +$2.86M +19,438 +98%
SIS
2525
Sound Income Strategies
Florida
$5.55M +$679K +4,613 +13%
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101
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