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Name Holding Trade Value Shares
Change 		Change in
Stake
LFM
2551
Lumina Fund Management
New York
$8.38M – – –
SHFA
2552
SC&H Financial Advisors
Maryland
$8.38M +$499K +2,861 +7%
WMA
2553
West Michigan Advisors
Michigan
$8.35M +$106K +606 +1%
RFA
2554
Resurgent Financial Advisors
Georgia
$8.33M -$2.44K -14 -0%
OIM
2555
Oder Investment Management
California
$8.33M -$162K -932 -2%
GB
2556
Goepper Burkhardt
South Carolina
$8.32M +$36.6K +210 +0.5%
UAML
2557
US Asset Management LLC
Pennsylvania
$8.31M -$165K -949 -2%
3IP
2558
3Chopt Investment Partners
Virginia
$8.31M -$224K -1,284 -3%
ANB
2559
Amarillo National Bank
Texas
$8.29M -$193K -1,107 -3%
JPLA
2560
Joseph P. Lucia & Associates
New York
$8.29M -$159K -910 -2%
GAA
2561
Global Assets Advisory
Florida
$8.29M +$469K +2,691 +7%
BCM
2562
Bourgeon Capital Management
Connecticut
$8.28M -$49K -281 -0.7%
HC
2563
Hourglass Capital
Texas
$8.27M -$151K -865 -2%
CASB
2564
Cape Ann Savings Bank
Massachusetts
$8.25M -$138K -793 -2%
LA
2565
Lindenwold Advisors
Pennsylvania
$8.25M -$1.12M -6,444 -13%
ACM
2566
Aquatic Capital Management
Illinois
$8.24M -$21M -120,800 -74%
WLIM
2567
White Lighthouse Investment Management
Massachusetts
$8.23M +$1.41M +8,117 +24%
EFMC
2568
Empire Financial Management Company
New York
$8.22M -$670K -3,843 -8%
LCM
2569
Linker Capital Management
Kentucky
$8.2M – – –
PWMG
2570
Provence Wealth Management Group
California
$8.2M -$201K -1,151 -3%
OPWM
2571
Oxinas Partners Wealth Management
Indiana
$8.19M +$2.22M +12,753 +43%
EL
2572
EMFO LLC
Florida
$8.19M -$349K -2,005 -5%
CA
2573
CGN Advisors
Kansas
$8.19M +$69.7K +400 +1%
PI
2574
Pettee Investors
Connecticut
$8.19M -$14.1K -81 -0.2%
SLG
2575
Stanley-Laman Group
Pennsylvania
$8.19M +$13.9K +80 +0.2%
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