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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2326
Chesapeake Wealth Management
Virginia
$9.64M -$123K -730 -1%
AF
2327
Affiance Financial
Minnesota
$9.63M -$143K -853 -2%
WGCA
2328
Wolf Group Capital Advisors
Virginia
$9.61M -$11.1M -65,805 -54%
BE
2329
Bonness Enterprises
District of Columbia
$9.59M – – –
HC
2330
Hourglass Capital
Texas
$9.59M -$757K -4,500 -8%
CSI
2331
Cross Staff Investments
New York
$9.58M +$9.22M +54,812 +100%
KC
2332
Kingfisher Capital
North Carolina
$9.58M +$37.3K +222 +0.4%
CPSC
2333
Carl P. Sherr & Co
Massachusetts
$9.58M -$116K -692 -1%
RFA
2334
Resurgent Financial Advisors
Georgia
$9.58M +$852K +5,066 +10%
ZCI
2335
Zevenbergen Capital Investments
Washington
$9.58M +$138K +822 +2%
SIG
2336
Spinnaker Investment Group
California
$9.56M +$50.4K +300 +0.6%
CCIA
2337
Cherry Creek Investment Advisors
Colorado
$9.54M +$18K +107 +0.2%
SLG
2338
Stanley-Laman Group
Pennsylvania
$9.49M +$695K +4,133 +8%
BZWA
2339
Blue Zone Wealth Advisors
California
$9.45M +$1.66M +9,894 +22%
KCIA
2340
Kingsbury Capital Investment Advisors
Illinois
$9.45M +$9.1M +54,099 New
JA
2341
JVL Associates
Michigan
$9.45M +$118K +700 +1%
OIM
2342
Opus Investment Management
Massachusetts
$9.43M – – –
NSB
2343
Norway Savings Bank
Maine
$9.41M -$108K -645 -1%
FBT
2344
First Bankers Trust
Kentucky
$9.4M -$166K -989 -2%
BI
2345
Ballast Inc
Kentucky
$9.4M -$1.13M -6,709 -11%
AWA
2346
Amplius Wealth Advisors
Pennsylvania
$9.36M -$463K -2,755 -5%
RCA
2347
Resonant Capital Advisors
Wisconsin
$9.36M +$770K +4,579 +9%
CCA
2348
Childress Capital Advisors
Texas
$9.36M +$1.26M +7,473 +16%
CWA
2349
Clarus Wealth Advisors
Arizona
$9.36M -$208K -1,234 -2%
FRA
2350
Frank Rimerman Advisors
California
$9.35M +$115K +683 +1%
92 93
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