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Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
2051
Kestra Investment Management
Texas
$19M +$374K +1,394 +2%
UHC
2052
Union Heritage Capital
Michigan
$19M -$403K -1,500 -2%
BWP
2053
Balboa Wealth Partners
Arizona
$18.9M -$11.3K -42 -0.1%
DCM
2054
DGS Capital Management
New Jersey
$18.9M +$1.43M +5,323 +8%
SFS
2055
Strategic Financial Services
New York
$18.9M -$940K -3,500 -5%
JDLA
2056
J. Derek Lewis & Associates
California
$18.9M +$18.7M +69,651 New
HAM
2057
Harmony Asset Management
Arizona
$18.9M -$103K -383 -0.5%
CWA
2058
Consilium Wealth Advisory
Texas
$18.9M +$37.6K +140 +0.2%
CWM
2059
Centric Wealth Management
Illinois
$18.9M +$632K +2,356 +3%
NEWAS
2060
N.E.W. Advisory Services
Wisconsin
$18.8M +$4.19M +15,620 +29%
BL
2061
Balentine LLC
Georgia
$18.8M +$4.92M +18,322 +36%
AWP
2062
Abacus Wealth Partners
California
$18.8M +$11.2M +41,779 +153%
BDA
2063
Borer Denton & Associates
Pennsylvania
$18.8M -$220K -819 -1%
AOWM
2064
Alpha Omega Wealth Management
Virginia
$18.8M -$931K -3,469 -5%
FWM
2065
Finer Wealth Management
Massachusetts
$18.7M +$202K +752 +1%
SFS
2066
Summit Financial Strategies
Ohio
$18.7M +$144K +536 +0.8%
CCA
2067
Childress Capital Advisors
Texas
$18.7M +$2.88M +10,726 +18%
LTI
2068
Laffer Tengler Investments
Tennessee
$18.7M -$250K -931 -1%
FNWM
2069
Financial Network Wealth Management
Utah
$18.7M -$70.1K -261 -0.4%
PCM
2070
Pincus Capital Management
New York
$18.7M +$18.5M +68,733 New
FFO
2071
Fortitude Family Office
Arizona
$18.7M -$403K -1,503 -2%
FFG
2072
Frisch Financial Group
New York
$18.7M -$1.03M -3,825 -5%
SL
2073
Salomon & Ludwin
Virginia
$18.6M +$191K +710 +1%
EFG
2074
Everest Financial Group
Minnesota
$18.6M +$18.4M +68,501 New
MFWP
2075
Mosaic Family Wealth Partners
Missouri
$18.6M -$27.9K -104 -0.2%
81 82
83
84 85