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Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
2226
Kesler Norman & Wride
Utah
$10.8M -$38.7K -245 -0.4%
WMP
2227
Wealth Management Partners
Arizona
$10.8M -$96.6K -611 -1%
CCA
2228
Clearwater Capital Advisors
Illinois
$10.8M -$39K -247 -0.4%
MA
2229
Menlo Advisors
California
$10.8M -$808K -5,110 -8%
HGERS
2230
Householder Group Estate & Retirement Specialist
Arizona
$10.8M +$9.57M +60,573 New
BI
2231
Ballast Inc
Kentucky
$10.7M +$74.9K +474 +0.8%
TI
2232
Truepoint Inc
Ohio
$10.7M +$364K +2,303 +4%
KWM
2233
Keebeck Wealth Management
Illinois
$10.7M +$383K +2,425 +4%
NWM
2234
NEIRG Wealth Management
Massachusetts
$10.7M +$9.55M +60,407 New
BIA
2235
Barry Investment Advisors
Massachusetts
$10.7M -$67K -424 -0.7%
CFSG
2236
Clark Financial Services Group
Missouri
$10.7M +$491K +3,106 +5%
SAM
2237
Socorro Asset Management
Texas
$10.7M -$829K -5,243 -8%
HPWM
2238
Highland Private Wealth Management
Washington
$10.7M -$257K -1,624 -3%
P
2239
&Partners
Tennessee
$10.7M -$84.5K -535 -0.9%
TWM
2240
Tanager Wealth Management
United Kingdom
$10.7M +$9.5M +60,143 New
CT
2241
Clearstead Trust
Maine
$10.7M -$66.5K -421 -0.7%
CSB
2242
City State Bank
Iowa
$10.7M +$9.5M +60,096 New
CSA
2243
Cottage Street Advisors
Massachusetts
$10.7M -$579K -3,665 -6%
PAM
2244
Peninsula Asset Management
Florida
$10.7M -$237K -1,502 -2%
KFBMI
2245
Kentucky Farm Bureau Mutual Insurance
Kentucky
$10.7M – – –
BVLP
2246
Bailey Value Limited Partnership
Massachusetts
$10.7M +$9.48M +60,000 New
RCA
2247
Roberts Capital Advisors
Colorado
$10.7M +$9.48M +60,000 New
BCM
2248
Bourgeon Capital Management
Connecticut
$10.6M -$147K -930 -2%
WIC
2249
Willis Investment Counsel
Georgia
$10.6M -$136K -859 -1%
AIM
2250
Aigen Investment Management
New York
$10.6M +$9.68M +61,226 New
88 89
90
91 92