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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1601
WoodTrust Financial
Wisconsin
$14.1M -$1.16M -8,097 -7%
KFI
1602
Key Financial Inc
Pennsylvania
$14.1M – – –
IIM
1603
Ipswich Investment Management
Massachusetts
$14.1M -$174K -1,217 -1%
CCT
1604
Capital City Trust
Florida
$14.1M -$378K -2,643 -2%
CFD
1605
Creative Financial Designs
Indiana
$14M +$67.2K +470 +0.4%
BMCM
1606
Bryn Mawr Capital Management
Pennsylvania
$14M +$7.2M +50,372 +88%
WSC
1607
Wellington Shields & Co
New York
$14M -$429K -2,999 -3%
CPIA
1608
Cornell Pochily Investment Advisors
New York
$14M +$564K +3,949 +4%
RWM
1609
Rench Wealth Management
Texas
$14M +$31.9K +223 +0.2%
RCA
1610
Riverview Capital Advisers
Massachusetts
$13.9M +$3.72K +26 +0%
HPIA
1611
Hamilton Point Investment Advisors
North Carolina
$13.9M +$235K +1,642 +2%
AC
1612
Asio Capital
Kentucky
$13.9M -$126K -881 -0.8%
ALAM
1613
Asahi Life Asset Management
Japan
$13.9M -$1.41M -9,888 -8%
HC
1614
Hendley & Co
Ohio
$13.9M -$33.6K -235 -0.2%
AR
1615
Advisory Research
Illinois
$13.9M -$494K -3,457 -3%
HW
1616
Hamilton Wealth
California
$13.9M +$1.36M +9,513 +10%
ESB
1617
Essex Savings Bank
Connecticut
$13.8M -$453K -3,171 -3%
SAG
1618
SageView Advisory Group
California
$13.8M +$15.2M +106,443 New
NG
1619
NatWest Group
United Kingdom
$13.8M -$945K -6,611 -6%
PMFA
1620
Plante Moran Financial Advisors
Michigan
$13.8M +$884K +6,186 +6%
RRCM
1621
Rappaport Reiches Capital Management
Illinois
$13.8M -$63.5K -444 -0.4%
SG
1622
StoneX Group
New York
$13.8M -$1.21M -8,485 -7%
BFA
1623
Benedict Financial Advisors
Georgia
$13.8M -$338K -2,366 -2%
SW
1624
SkyOak Wealth
Michigan
$13.8M -$338K -2,362 -2%
VW
1625
Vantage Wealth
California
$13.8M -$541K -3,784 -3%
63 64
65
66 67