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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2076
Bray Capital Advisors
Florida
$9.09M +$106K +879 +1%
USAA
2077
United Services Automobile Association
Texas
$9.09M -$6.25M -51,972 -60%
SDAM
2078
Shulman DeMeo Asset Management
New York
$9.09M -$29.6K -246 -0.4%
TPA
2079
Trivium Point Advisory
Connecticut
$9.08M +$266K +2,210 +3%
BAM
2080
Banta Asset Management
California
$9.08M +$8.23M +68,402 New
VSWA
2081
Vontobel Swiss Wealth Advisors
Switzerland
$9.07M -$13.6K -113 -0.2%
BHBT
2082
Burke & Herbert Bank & Trust
Virginia
$9.05M -$472K -3,923 -5%
SWM
2083
Sculati Wealth Management
Michigan
$9.05M -$41.9K -348 -0.5%
HHAA
2084
Henry H. Armstrong Associates
Pennsylvania
$9.05M +$47.8K +397 +0.6%
AFC
2085
AFT Forsyth & Company
Florida
$9.04M -$34.4K -286 -0.4%
MFS
2086
Mirabella Financial Services
United Kingdom
$9.04M +$8.19M +68,120 New
HL
2087
HeadInvest LLC
Maine
$9M +$353K +2,937 +5%
GSEP
2088
Golden State Equity Partners
California
$8.99M +$8.15M +67,796 New
COCM
2089
Charter Oak Capital Management
New Hampshire
$8.99M +$8.15M +67,765 New
SJIM
2090
St. Johns Investment Management
Florida
$8.98M -$421K -3,499 -5%
AIIMS
2091
Analyst IMS Investment Management Services
Israel
$8.98M -$183K -1,520 -2%
JSL
2092
JT Stratford LLC
Georgia
$8.95M -$182K -1,515 -2%
ACG
2093
Allen Capital Group
Nebraska
$8.95M +$1.35M +11,221 +20%
MIM
2094
Montgomery Investment Management
Maryland
$8.94M -$93.8K -780 -1%
BIA
2095
Barry Investment Advisors
Massachusetts
$8.93M -$399K -3,314 -5%
HAC
2096
Harbor Advisory Corp
New Hampshire
$8.92M +$2.07M +17,187 +34%
HIM
2097
Harbour Investment Management
Washington
$8.91M +$69.2K +575 +0.9%
CQS
2098
Credential Qtrade Securities
$8.91M -$251K -2,084 -3%
PWA
2099
Physician Wealth Advisors
Utah
$8.89M +$114K +946 +1%
MA
2100
Menlo Advisors
California
$8.88M +$251K +2,087 +3%
82 83
84
85 86