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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1801
Toth Financial Advisory
Virginia
$17.6M -$668K -3,309 -4%
AIA
1802
AIMZ Investment Advisors
California
$17.6M -$89.1K -441 -0.5%
MA
1803
MCF Advisors
Kentucky
$17.5M -$113K -561 -0.7%
AAA
1804
Adams Asset Advisors
Texas
$17.5M -$1.37M -6,781 -7%
BL
1805
BFSG LLC
California
$17.5M +$193K +954 +1%
MSAM
1806
Moloney Securities Asset Management
Missouri
$17.5M -$396K -1,963 -2%
BWM
1807
BNC Wealth Management
Oregon
$17.5M -$549K -2,717 -3%
MCM
1808
MV Capital Management
Maryland
$17.3M -$110K -544 -0.6%
SCM
1809
Stevens Capital Management
Pennsylvania
$17.3M -$2.13M -10,545 -11%
SP
1810
Stonebrook Private
Michigan
$17.3M +$4.85K +24 +0%
SGA
1811
Strategic Global Advisors
California
$17.3M +$3.01M +14,917 +22%
IPW
1812
Inlet Private Wealth
Florida
$17.3M -$10.1K -50 -0.1%
WIM
1813
Westside Investment Management
California
$17.3M +$115K +569 +0.7%
LNWTC
1814
Laird Norton Wetherby Trust Company
Washington
$17.2M – – –
LTI
1815
Laffer Tengler Investments
Tennessee
$17.2M +$7.92M +39,223 +88%
AW
1816
Atlas Wealth
Ohio
$17.2M -$60.6K -300 -0.4%
WE
1817
Wealth Effects
Massachusetts
$17.2M -$455K -2,252 -3%
PCA
1818
Prosperity Capital Advisors
Ohio
$17.2M +$3.11M +15,407 +23%
SICM
1819
Sustainable Insight Capital Management
New York
$17.2M +$2.93M +14,521 +21%
RRA
1820
Round Rock Advisors
Connecticut
$17.2M -$783K -3,876 -4%
OFS
1821
OneAscent Financial Services
Alabama
$17.1M -$13.4M -66,375 -44%
UHC
1822
Union Heritage Capital
Michigan
$17.1M – – –
CA
1823
CV Advisors
Florida
$17.1M -$798K -3,952 -5%
WEG
1824
World Equity Group
Illinois
$17M -$5.43M -26,886 -24%
PAM
1825
Pegasus Asset Management
New York
$17M -$40K -198 -0.2%
71 72
73
74 75