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Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
1126
FourThought Financial Partners
Florida
$34.6M -$2.68M -15,375 -8%
DBG
1127
De Burlo Group
Massachusetts
$34.6M -$348K -1,999 -1%
SCA
1128
Sage Capital Advisors
South Dakota
$34.5M -$308K -1,767 -1%
ZF
1129
Zhang Financial
Michigan
$34.5M -$192K -1,102 -0.6%
CCM
1130
Campbell Capital Management
Florida
$34.5M -$941K -5,400 -3%
FNFDCM
1131
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$34.5M +$852K +4,890 +3%
CIAS
1132
Capital Investment Advisory Services
North Carolina
$34.4M -$521K -2,991 -2%
RWA
1133
River Wealth Advisors
Pennsylvania
$34.4M -$792K -4,546 -2%
SIG
1134
Sargent Investment Group
Maryland
$34.4M -$1.55M -8,919 -5%
WIC
1135
Woodmont Investment Counsel
Tennessee
$34.4M -$320K -1,839 -1%
RIA
1136
Realta Investment Advisors
Delaware
$34.3M +$356K +2,045 +1%
GL
1137
Graypoint LLC
New York
$34.3M -$326K -1,869 -1%
KJWM
1138
Kiley Juergens Wealth Management
Washington
$34.2M -$290K -1,664 -0.9%
AT
1139
Arvest Trust
Oklahoma
$34.1M -$8.03M -46,102 -21%
KWA
1140
KCS Wealth Advisory
California
$34.1M -$204K -1,168 -0.7%
KLWA
1141
Kelly Lawrence W & Associates
California
$34.1M -$1.66M -9,548 -5%
GLLW
1142
Graves Light Lenhart Wealth
Virginia
$34.1M +$30.6M +175,878 New
TW
1143
TrinityPoint Wealth
Connecticut
$34.1M -$35.7K -205 -0.1%
TAIM
1144
Te Ahumairangi Investment Management
New Zealand
$34.1M -$3.54M -20,331 -10%
VWM
1145
Venturi Wealth Management
Texas
$34.1M -$319K -1,831 -1%
APP
1146
Avantax Planning Partners
Iowa
$34M +$3.28M +18,845 +12%
HFM
1147
Harvest Fund Management
China
$34M +$2.57M +14,723 +9%
PIM
1148
Penobscot Investment Management
Massachusetts
$34M +$211K +1,213 +0.7%
TTWM
1149
TCV Trust & Wealth Management
Virginia
$33.9M -$908K -5,212 -3%
BW
1150
Bison Wealth
Georgia
$33.8M +$12.7M +72,889 +72%
44 45
46
47 48