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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTS
1751
Trust Company of the South
North Carolina
$22.9M +$925K +4,094 +5%
CA
1752
Claro Advisors
Massachusetts
$22.9M -$2.01M -8,912 -9%
IEFM
1753
IQ EQ Fund Management
Ireland
$22.9M +$498K +2,205 +3%
AFM
1754
Armstrong Fleming & Moore
District of Columbia
$22.8M -$80.2K -355 -0.4%
FFS
1755
Founders Financial Securities
Maryland
$22.8M -$1.25M -5,533 -6%
ECM
1756
EagleClaw Capital Management
Massachusetts
$22.8M -$265K -1,175 -1%
BFA
1757
Bill Few Associates
Pennsylvania
$22.7M -$228K -1,011 -1%
UAG
1758
United Advisor Group
Ohio
$22.7M +$4.28M +18,929 +27%
MAWCM
1759
Mine & Arao Wealth Creation & Management
California
$22.7M +$18.3K +81 +0.1%
HT
1760
Headlands Technologies
Illinois
$22.7M +$14.5M +64,125 +258%
HFS
1761
Haverford Financial Services
Pennsylvania
$22.6M -$2.06M -9,124 -9%
AWM
1762
Absher Wealth Management
North Carolina
$22.6M -$372K -1,647 -2%
HF
1763
Holcombe Financial
Georgia
$22.6M -$458K -2,026 -2%
BA
1764
Ballast Advisors
Minnesota
$22.6M -$793K -3,512 -4%
MW
1765
MBL Wealth
North Carolina
$22.6M -$291K -1,289 -1%
SDJVC
1766
St. Denis J. Villere & Co
Louisiana
$22.6M -$251K -1,110 -1%
CPA
1767
Capital Planning Advisors
California
$22.5M -$894K -3,956 -4%
RLIM
1768
Red Lighthouse Investment Management
New York
$22.5M +$5.65K +25 +0%
SM
1769
STF Management
Texas
$22.4M -$760K -3,366 -4%
IIM
1770
Intact Investment Management
Quebec, Canada
$22.4M -$3.86M -17,100 -16%
CAM
1771
Clark Asset Management
New Hampshire
$22.4M -$1.18M -5,213 -6%
DWP
1772
Destiny Wealth Partners
Florida
$22.4M +$2.03M +8,973 +11%
CP
1773
CenterBook Partners
Connecticut
$22.4M -$7.72M -34,153 -28%
ATI
1774
Act Two Investors
California
$22.4M +$98.7K +437 +0.5%
BBA
1775
Baader Bank Aktiengesellschaft
Germany
$22.4M -$3.77M -16,683 -16%
69 70
71
72 73