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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2076
Summit Financial Strategies
Ohio
$15.5M -$33.8K -146 -0.2%
CICC
2077
Capital Investment Counsel (Colorado)
Colorado
$15.5M -$704K -3,037 -4%
DBIA
2078
Dumont & Blake Investment Advisors
New Jersey
$15.5M -$134K -578 -0.8%
HVP
2079
Hudson Value Partners
Florida
$15.5M -$36.4K -157 -0.2%
PPW
2080
Pasadena Private Wealth
California
$15.5M +$7.15M +30,844 +80%
WCM
2081
Westend Capital Management
California
$15.4M +$208K +898 +1%
DIM
2082
DLK Investment Management
California
$15.4M -$384K -1,657 -2%
FFO
2083
Fortitude Family Office
Arizona
$15.4M -$19.7M -85,130 -55%
CFA
2084
CWS Financial Advisors
Michigan
$15.4M +$924K +3,988 +6%
QFA
2085
Quantum Financial Advisors
California
$15.4M +$118K +510 +0.7%
TAM
2086
Titleist Asset Management
Texas
$15.4M +$1.83M +7,911 +13%
SGA
2087
Strategic Global Advisors
California
$15.4M -$2.31M -9,984 -13%
SICM
2088
Sustainable Insight Capital Management
New York
$15.4M -$385K -1,663 -2%
LWL
2089
Leo Wealth LLC
Texas
$15.4M -$15.3M -66,248 -49%
BONST
2090
Bank of Nova Scotia Trust
Ontario, Canada
$15.4M +$200K +862 +1%
CRIG
2091
Charter Research & Investment Group
Connecticut
$15.4M -$133K -575 -0.8%
MIM
2092
Moseley Investment Management
Florida
$15.4M -$130K -560 -0.8%
HWA
2093
HHM Wealth Advisors
Tennessee
$15.3M -$45.2K -195 -0.3%
DFA
2094
Delta Financial Advisors
Louisiana
$15.3M -$99.4K -429 -0.6%
PCA
2095
Prosperity Capital Advisors
Ohio
$15.3M +$365K +1,576 +2%
HC
2096
Hendley & Co
Ohio
$15.2M -$459K -1,980 -3%
BWP
2097
Balboa Wealth Partners
Arizona
$15.2M -$521K -2,251 -3%
NL
2098
NVWM LLC
Pennsylvania
$15.2M -$404K -1,743 -2%
NC
2099
NBW Capital
Massachusetts
$15.2M -$3.8M -16,404 -19%
BRG
2100
Bay Rivers Group
Virginia
$15.2M -$370K -1,599 -2%
82 83
84
85 86