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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2301
Amplius Wealth Advisors
Pennsylvania
$15M +$141K +600 +1%
BL
2302
Balentine LLC
Georgia
$15M -$11.5M -48,784 -45%
LAM
2303
L2 Asset Management
Massachusetts
$15M -$5.14M -21,803 -27%
DTC
2304
Davidson Trust Company
Washington
$14.9M -$157K -665 -1%
DC
2305
DeDora Capital
California
$14.9M -$326K -1,384 -2%
BCCM
2306
Bridge Creek Capital Management
Massachusetts
$14.9M -$423K -1,793 -3%
SL
2307
Salomon & Ludwin
Virginia
$14.9M -$647K -2,746 -4%
JSL
2308
JT Stratford LLC
Georgia
$14.9M +$608K +2,580 +5%
MFGM
2309
Marshall Financial Group (Maryland)
Maryland
$14.9M +$737K +3,126 +6%
CWP
2310
Capital Wealth Planning
Florida
$14.9M -$577M -2,449,377 -98%
CCFM
2311
Clear Creek Financial Management
Washington
$14.9M +$2.95M +12,501 +27%
MFC
2312
Mechanics Financial Corp
Ohio
$14.8M -$46K -195 -0.3%
OHWP
2313
Oak Harbor Wealth Partners
North Carolina
$14.8M -$273K -1,160 -2%
CSB
2314
City State Bank
Iowa
$14.8M +$853K +3,620 +7%
OBGC
2315
O'Brien Greene & Co
Pennsylvania
$14.8M +$189K +804 +1%
FA
2316
Fountainhead AM
New Jersey
$14.8M +$1.31M +5,554 +10%
WP
2317
WealthShield Partners
North Carolina
$14.8M -$998K -4,234 -7%
BWG
2318
Balanced Wealth Group
Ohio
$14.8M – – –
SC
2319
Sepio Capital
Utah
$14.8M -$2.38M -10,087 -15%
WFMPM
2320
Woodley Farra Manion Portfolio Management
Indiana
$14.8M +$4.75M +20,174 +52%
EWM
2321
Evermay Wealth Management
Virginia
$14.8M -$208K -882 -1%
CWC
2322
Carolinas Wealth Consulting
North Carolina
$14.7M -$7.5M -31,806 -35%
UB
2323
Umpqua Bank
Oregon
$14.7M +$601K +2,550 +4%
CW
2324
Channel Wealth
California
$14.7M +$116K +493 +0.8%
PGAM
2325
Princeton Global Asset Management
New Jersey
$14.7M +$147K +624 +1%
91 92
93
94 95