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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1826
Riverview Capital Advisers
Massachusetts
$21.7M -$965K -3,708 -4%
SCM
1827
Sterneck Capital Management
Missouri
$21.6M -$68.7K -264 -0.3%
ISWM
1828
Independent Solutions Wealth Management
New York
$21.6M +$863K +3,317 +4%
CI
1829
Conning Inc
Connecticut
$21.6M -$2.75M -10,580 -11%
GM
1830
GeoWealth Management
Illinois
$21.5M +$237K +909 +1%
BWM
1831
Bernard Wealth Management
Michigan
$21.5M -$305K -1,173 -1%
DWP
1832
Destiny Wealth Partners
Florida
$21.5M +$2.12M +8,135 +11%
LFA
1833
Legacy Financial Advisors
Kentucky
$21.5M -$379K -1,455 -2%
SW
1834
SkyOak Wealth
Michigan
$21.4M -$320K -1,228 -1%
OFS
1835
OneAscent Financial Services
Alabama
$21.4M +$4.73M +18,161 +27%
IB
1836
Iyo Bank
Japan
$21.4M +$1.48M +5,670 +7%
PFG
1837
Putney Financial Group
California
$21.4M -$2.24M -8,611 -9%
KWM
1838
Keebeck Wealth Management
Illinois
$21.4M +$1.92M +7,391 +10%
BFA
1839
Benedict Financial Advisors
Georgia
$21.4M -$904K -3,473 -4%
IIM
1840
Ipswich Investment Management
Massachusetts
$21.3M -$280K -1,077 -1%
HEM
1841
Henson-Edgewater Management
Ohio
$21.3M -$320K -1,231 -1%
FCM
1842
Fortis Capital Management
Washington
$21.3M +$3.21M +12,333 +17%
HA
1843
Herold Advisors
New York
$21.3M +$534K +2,050 +3%
CPBTD
1844
Central Pacific Bank - Trust Division
Hawaii
$21.3M +$419K +1,610 +2%
AWM
1845
Absher Wealth Management
North Carolina
$21.3M -$604K -2,322 -3%
CA
1846
CV Advisors
Florida
$21.2M +$644K +2,476 +3%
AIA
1847
AssuredPartners Investment Advisors
Florida
$21.2M +$4.89M +18,778 +30%
BL
1848
BFSG LLC
California
$21.2M +$317K +1,217 +1%
CAM
1849
Covenant Asset Management
New Jersey
$21.1M +$729K +2,802 +3%
PPG
1850
Peak Planning Group
Colorado
$21.1M -$1.07M -4,129 -5%
72 73
74
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