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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
2101
Lipe & Dalton
New York
$18.2M -$666K -2,482 -4%
CICC
2102
Capital Investment Counsel (Colorado)
Colorado
$18.2M +$107K +400 +0.6%
3IP
2103
3Chopt Investment Partners
Virginia
$18.2M -$2.1M -7,820 -10%
LF
2104
Lee Financial
Texas
$18.1M -$13M -48,244 -42%
HWA
2105
HHM Wealth Advisors
Tennessee
$18.1M -$625K -2,327 -3%
EP
2106
Edgestream Partners
New Jersey
$18.1M +$11.5M +43,000 +181%
TSS
2107
Taylor Securities Services
Pennsylvania
$18.1M +$17.9M +66,722 New
HBT
2108
Heartland Bank & Trust
Illinois
$18.1M -$595K -2,216 -3%
NFG
2109
Northbridge Financial Group
Florida
$18.1M +$17.9M +66,615 New
EAM
2110
Empirical Asset Management
Massachusetts
$18.1M -$1.4M -5,208 -6%
BWIA
2111
Bryant Woods Investment Advisors
New York
$18.1M -$210K -784 -1%
KCM
2112
KRS Capital Management
Michigan
$18.1M -$41.9K -156 -0.2%
CFM
2113
Catalyst Funds Management
Australia
$18M -$22.3M -82,900 -56%
OFS
2114
OneAscent Financial Services
Alabama
$18M -$4.77M -17,780 -21%
AFA
2115
Arlington Financial Advisors
California
$18M -$7.67M -28,563 -30%
DA
2116
Dover Advisors
Virginia
$18M -$95.3K -355 -0.5%
DI
2117
Diligent Investors
California
$18M -$427K -1,591 -2%
CAM
2118
Councilmark Asset Management
Tennessee
$17.9M -$260K -970 -1%
AGC
2119
Aspen Grove Capital
Colorado
$17.9M -$360K -1,340 -2%
TCOO
2120
Trust Company of Oklahoma
Oklahoma
$17.9M -$91.5K -341 -0.5%
ITIM
2121
Indiana Trust & Investment Management
Indiana
$17.9M +$1.4M +5,206 +9%
LWP
2122
LMG Wealth Partners
Louisiana
$17.9M -$1.95M -7,271 -10%
AAG
2123
Asset Advisory Group
New Jersey
$17.9M +$17.6M +65,682 New
KMWM
2124
Keudell/Morrison Wealth Management
Oregon
$17.8M +$17.6M +65,575 New
HFM
2125
Hartford Financial Management
Connecticut
$17.8M +$263K +980 +2%
83 84
85
86 87