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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2126
Delta Financial Advisors
Louisiana
$13.3M -$837K -4,144 -6%
WMA
2127
Wealth Management Associates
New Jersey
$13.2M -$278K -1,377 -2%
MCCP
2128
Mission Creek Capital Partners
California
$13.2M -$2.74M -13,581 -14%
CWP
2129
Core Wealth Partners
California
$13.2M +$52.1K +258 +0.4%
UB
2130
Umpqua Bank
Oregon
$13.2M +$28.7K +142 +0.2%
MWA
2131
Midland Wealth Advisors
Illinois
$13.2M +$2.24M +11,102 +21%
PW
2132
Pandora Wealth
Illinois
$13.2M -$460K -2,279 -3%
LIA
2133
LBMC Investment Advisors
Tennessee
$13.2M -$93.5K -463 -0.7%
TPCM
2134
Two Point Capital Management
New York
$13.2M +$13M +64,219 New
BRG
2135
Bay Rivers Group
Virginia
$13.2M -$827K -4,096 -6%
SL
2136
Salomon & Ludwin
Virginia
$13.2M +$11.3K +56 +0.1%
CWAG
2137
Compton Wealth Advisory Group
Virginia
$13.2M +$96.3K +477 +0.7%
AFA
2138
Antonelli Financial Advisors
Michigan
$13.1M -$352K -1,741 -3%
GAA
2139
Global Assets Advisory
Florida
$13.1M -$10.1M -49,965 -44%
CIG
2140
Consolidated Investment Group
Colorado
$13.1M – – –
HCA
2141
Harbour Capital Advisors
Virginia
$13.1M -$192K -953 -2%
AF
2142
Apollon Financial
South Carolina
$13.1M -$886K -4,389 -6%
HI
2143
Harrington Investments
California
$13.1M -$105K -522 -0.8%
SCP
2144
Silverleafe Capital Partners
Tennessee
$13M -$515K -2,551 -4%
EM
2145
Excalibur Management
Massachusetts
$13M -$33.9K -168 -0.3%
FA
2146
Fountainhead AM
New Jersey
$13M +$114K +566 +0.9%
BHBT
2147
Burke & Herbert Bank & Trust
Virginia
$13M -$289K -1,430 -2%
CWMK
2148
Caliber Wealth Management (Kansas)
Kansas
$13M +$856K +4,241 +7%
SDAM
2149
Shulman DeMeo Asset Management
New York
$13M -$84.6K -419 -0.7%
HCP
2150
Hexagon Capital Partners
Arkansas
$13M -$78.6K -389 -0.6%
84 85
86
87 88