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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2126
Kaizen Financial Strategies
California
$12.8M +$64.8K +351 +0.5%
RFMS
2127
RWQ Financial Management Services
Florida
$12.8M +$3.62M +19,629 +42%
NDSI
2128
Newman Dignan & Sheerar Inc
Rhode Island
$12.8M +$215K +1,166 +2%
BWIA
2129
Bryant Woods Investment Advisors
New York
$12.8M +$68.1K +369 +0.6%
SGI
2130
Summit Global Investments
Utah
$12.7M +$639K +3,460 +6%
OCM
2131
Orion Capital Management
California
$12.7M +$1.66M +8,966 +16%
KP
2132
Keel Point
Alabama
$12.7M +$698K +3,778 +6%
CFA
2133
CWS Financial Advisors
Michigan
$12.7M +$1.38M +7,488 +13%
MWP
2134
MYCIO Wealth Partners
Pennsylvania
$12.7M -$772K -4,180 -6%
MC
2135
Montag & Caldwell
Georgia
$12.7M -$5.31M -28,774 -30%
MFC
2136
Mechanics Financial Corp
Ohio
$12.7M -$486K -2,633 -4%
DIM
2137
Delta Investment Management
California
$12.7M -$380K -2,059 -3%
IF
2138
IRON Financial
Illinois
$12.6M +$1.48K +8 +0%
WDC
2139
Woodward Diversified Capital
California
$12.6M -$195K -1,057 -2%
WDG
2140
Wealth Dimensions Group
Ohio
$12.6M +$126K +682 +1%
FP
2141
Financial Perspectives
Minnesota
$12.6M -$10.3K -56 -0.1%
CCM
2142
Carmel Capital Management
California
$12.6M -$277K -1,500 -2%
ML
2143
McAdam LLC
Pennsylvania
$12.6M +$360K +1,948 +3%
KFA
2144
Kelleher Financial Advisors
New York
$12.6M -$80.7K -437 -0.7%
V
2145
VeraBank
Texas
$12.6M +$57.4K +311 +0.5%
SSWM
2146
Sheets Smith Wealth Management
North Carolina
$12.6M +$3.21M +17,364 +23%
EFG
2147
Everhart Financial Group
Ohio
$12.5M +$737K +3,990 +7%
BCA
2148
Bray Capital Advisors
Florida
$12.5M -$74K -401 -0.6%
GM
2149
GeoWealth Management
Illinois
$12.5M +$9.02M +48,866 +305%
MVA
2150
Mount Vernon Associates
Maryland
$12.5M -$226K -1,225 -2%
84 85
86
87 88