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Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
1901
Charter Research & Investment Group
Connecticut
$13.3M -$789K -4,305 -5%
TPCM
1902
Two Point Capital Management
New York
$13.3M -$101K -553 -0.7%
BONST
1903
Bank of Nova Scotia Trust
Ontario, Canada
$13.3M -$574K -3,129 -4%
MP
1904
McDonald Partners
Ohio
$13.3M -$1.46M -7,944 -9%
WAS
1905
Wealth Advisory Solutions
Indiana
$13.3M -$1.36M -7,393 -9%
KBC
1906
Key Bridge Compliance
$13.3M +$14.2M +77,691 New
BSB
1907
Bangor Savings Bank
Maine
$13.3M -$137K -749 -1%
DPIM
1908
Duff & Phelps Investment Management
Illinois
$13.3M -$20.9K -114 -0.1%
CCM
1909
Carderock Capital Management
Maryland
$13.3M -$1.85M -10,082 -11%
CCWA
1910
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.3M -$204K -1,114 -1%
ERIC
1911
Eagle Rock Investment Company
Georgia
$13.3M -$681K -3,711 -5%
AFA
1912
Abacus FCF Advisors
Florida
$13.2M -$383K -2,091 -3%
JF
1913
JSF Financial
California
$13.2M +$849K +4,629 +6%
GEA
1914
Glen Eagle Advisors
New Jersey
$13.2M -$95.5K -521 -0.7%
QCIG
1915
Quad-Cities Investment Group
Iowa
$13.2M -$37.2K -203 -0.3%
SWA
1916
Sutton Wealth Advisors
Florida
$13.2M +$173K +946 +1%
SFA
1917
Souders Financial Advisors
Ohio
$13.2M -$489K -2,668 -3%
DWP
1918
Destiny Wealth Partners
Florida
$13.1M +$270K +1,470 +2%
AGC
1919
Aspen Grove Capital
Colorado
$13.1M -$867K -4,726 -6%
ST
1920
Sabal Trust
Florida
$13.1M +$96.8K +528 +0.7%
SC
1921
Sierra Capital
Florida
$13.1M -$834K -4,550 -6%
APWM
1922
Argonautica Private Wealth Management
Massachusetts
$13.1M +$3.12K +17 +0%
NB
1923
Northwest Bancshares
Pennsylvania
$13.1M -$44K -240 -0.3%
MCCP
1924
Mission Creek Capital Partners
California
$13.1M -$268K -1,464 -2%
SSWM
1925
Sheets Smith Wealth Management
North Carolina
$13.1M -$449K -2,451 -3%