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Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
2151
Curbstone Financial Management Corp
New Hampshire
$14.4M -$966K -4,168 -6%
BHBT
2152
Burke & Herbert Bank & Trust
Virginia
$14.4M -$249K -1,073 -2%
LIA
2153
LBMC Investment Advisors
Tennessee
$14.4M +$723K +3,120 +5%
NB
2154
Nicolet Bankshares
Wisconsin
$14.4M -$729K -3,148 -5%
IF
2155
IRON Financial
Illinois
$14.4M -$113K -489 -0.8%
BWA
2156
Blodgett Wealth Advisors
California
$14.4M -$935K -4,038 -6%
SCM
2157
Spring Capital Management
Texas
$14.3M -$84.8K -366 -0.6%
CWM
2158
Centric Wealth Management
Illinois
$14.3M -$43.1K -186 -0.3%
HWP
2159
Highline Wealth Partners
California
$14.3M +$35.9K +155 +0.2%
AFT
2160
Alpha Family Trust
California
$14.3M +$1.76M +7,610 +13%
NFA
2161
Northwest Financial Advisors
Virginia
$14.3M -$63.7K -275 -0.4%
IA
2162
IFG Advisors
Missouri
$14.3M +$11.8K +51 +0.1%
CWP
2163
Core Wealth Partners
California
$14.3M -$966K -4,170 -6%
HI
2164
Harrington Investments
California
$14.2M -$266K -1,149 -2%
SEEDPG
2165
S.E.E.D. Planning Group
New York
$14.2M +$141K +607 +1%
MCM
2166
Monarch Capital Management
Indiana
$14.2M -$417K -1,802 -3%
KIM
2167
Kane Investment Management
California
$14.2M +$5M +21,577 +51%
QCIG
2168
Quad-Cities Investment Group
Iowa
$14.2M -$280K -1,207 -2%
CIG
2169
Consolidated Investment Group
Colorado
$14.2M -$558K -2,410 -4%
FP
2170
Financial Perspectives
Minnesota
$14.2M -$217K -936 -1%
APG
2171
Abacus Planning Group
South Carolina
$14.1M +$169K +731 +1%
CWAG
2172
Compton Wealth Advisory Group
Virginia
$14.1M -$279K -1,206 -2%
TWM
2173
TCFG Wealth Management
California
$14.1M -$240K -1,034 -2%
SDAM
2174
Shulman DeMeo Asset Management
New York
$14.1M -$36.1K -156 -0.2%
WMG
2175
WESCAP Management Group
California
$14.1M -$2.94M -12,683 -17%
85 86
87
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