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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1426
Arjuna Capital
North Carolina
$29.7M +$632K +3,390 +2%
TWA
1427
TCI Wealth Advisors
Arizona
$29.6M +$2.12M +11,374 +9%
JIR
1428
James Investment Research
Ohio
$29.6M -$545K -2,924 -2%
WPP
1429
Whalerock Point Partners
Rhode Island
$29.6M +$18.6K +100 +0.1%
SAM
1430
Smithbridge Asset Management
Pennsylvania
$29.5M -$1.93M -10,333 -7%
MCA
1431
Martin Capital Advisors
Texas
$29.5M -$425K -2,280 -2%
FCIM
1432
Fairview Capital Investment Management
California
$29.5M +$233K +1,248 +0.9%
MFG
1433
MidWestOne Financial Group
Iowa
$29.5M -$330K -1,771 -1%
BW
1434
Bison Wealth
Georgia
$29.5M – – –
NAM
1435
NTV Asset Management
West Virginia
$29.5M +$366K +1,965 +1%
PPWP
1436
Premier Path Wealth Partners
New Jersey
$29.4M +$1.16M +6,215 +5%
SC
1437
Searle & Co
Connecticut
$29.4M +$3.22M +17,268 +14%
LGWM
1438
Litman Gregory Wealth Management
California
$29.3M -$1.66M -8,908 -6%
RP
1439
Rowlandmiller & Partners
Georgia
$29.3M -$1.27M -6,834 -5%
WSCM
1440
Wellington Shields Capital Management
New York
$29.3M -$62.3K -334 -0.2%
CW
1441
CreativeOne Wealth
Kansas
$29.3M -$2.85M -15,284 -10%
SIAP
1442
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29.2M -$837K -4,488 -3%
MAA
1443
Matrix Asset Advisors
New York
$29.2M -$161K -863 -0.6%
PCM
1444
Princeton Capital Management
New Jersey
$29.1M +$52.8K +283 +0.2%
SG
1445
StoneX Group
New York
$29.1M +$2.43M +13,039 +10%
IC
1446
Inscription Capital
Texas
$29M -$602K -3,230 -2%
LWANC
1447
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.9M -$490K -2,630 -2%
SPC
1448
Spirepoint Private Client
Florida
$28.9M +$1.25M +6,721 +5%
IIA
1449
IPG Investment Advisors
California
$28.9M +$974K +5,223 +4%
RWS
1450
Resolute Wealth Strategies
Mississippi
$28.8M -$450K -2,414 -2%
56 57
58
59 60