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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFP
2176
Charles Carroll Financial Partners
Massachusetts
$11M -$909K -5,408 -8%
RWB
2177
RMR Wealth Builders
New Jersey
$10.9M +$1.45M +8,623 +16%
LP
2178
Lloyd Park
Illinois
$10.9M -$1.29M -7,698 -11%
CFA
2179
CWS Financial Advisors
Michigan
$10.9M -$14.6K -87 -0.1%
CNWM
2180
Clay Northam Wealth Management
California
$10.9M +$12.3K +73 +0.1%
EM
2181
Excalibur Management
Massachusetts
$10.9M -$108K -645 -1%
KWM
2182
Keebeck Wealth Management
Illinois
$10.9M +$308K +1,831 +3%
FIA
2183
Foundations Investment Advisors
Arizona
$10.9M +$1.82M +10,802 +20%
BHBT
2184
Burke & Herbert Bank & Trust
Virginia
$10.9M -$724K -4,304 -6%
LIA
2185
LBMC Investment Advisors
Tennessee
$10.9M +$176K +1,044 +2%
MCM
2186
McMillion Capital Management
North Carolina
$10.8M -$362K -2,151 -3%
SIC
2187
Sterling Investment Counsel
New York
$10.8M +$566K +3,368 +6%
SRC
2188
Sage Rhino Capital
California
$10.8M -$137K -817 -1%
SAM
2189
Strategy Asset Managers
California
$10.8M +$4.98M +29,606 +91%
CA
2190
Cambridge Advisors
Nebraska
$10.8M -$88K -523 -0.8%
LFA
2191
Legacy Financial Advisors
Kentucky
$10.8M -$299K -1,778 -3%
WCM
2192
WealthBridge Capital Management
Ohio
$10.8M +$86.1K +512 +0.8%
AIM
2193
Alhambra Investment Management
Florida
$10.8M -$447K -2,657 -4%
SFS
2194
Summit Financial Strategies
Ohio
$10.7M +$57.2K +340 +0.6%
KNW
2195
Kesler Norman & Wride
Utah
$10.7M +$134K +794 +1%
SWM
2196
Sculati Wealth Management
Michigan
$10.7M +$46.4K +276 +0.5%
FCT
2197
First Community Trust
Iowa
$10.7M -$168K -999 -2%
SAS
2198
Stelac Advisory Services
New York
$10.7M -$8.74K -52 -0.1%
MWP
2199
MYCIO Wealth Partners
Pennsylvania
$10.7M – – –
AIC
2200
Ayalon Insurance Company
Israel
$10.7M +$24.4K +145 +0.2%
86 87
88
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