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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2326
TFR Capital
Texas
$15.2M +$408K +1,520 +3%
JKA
2327
Jones Kertz & Associates
Minnesota
$15.2M +$15M +55,884 New
BEC
2328
Blue Edge Capital
Virginia
$15.2M +$363K +1,354 +2%
PCP
2329
Proficio Capital Partners
Massachusetts
$15.2M -$689K -2,568 -4%
SIS
2330
Strategic Investment Solutions
Illinois
$15.2M +$897K +3,342 +6%
PPA
2331
Painted Porch Advisors
California
$15.1M +$510K +1,899 +4%
LAM
2332
Lewis Asset Management
California
$15.1M -$399K -1,485 -3%
MWA
2333
Midland Wealth Advisors
Illinois
$15.1M -$1.96M -7,293 -12%
RBFC
2334
Roman Butler Fullerton & Co
Missouri
$15.1M +$327K +1,217 +2%
IWA
2335
Inspirion Wealth Advisors
Illinois
$15.1M -$908K -3,384 -6%
AFM
2336
Abbot Financial Management
Massachusetts
$15.1M -$108K -404 -0.7%
EPIMS
2337
Evelyn Partners Investment Management Services
$15.1M +$514K +1,914 +4%
LCC
2338
Lincoln Capital Corp
Rhode Island
$15.1M +$87K +324 +0.6%
BCPWM
2339
Bradley & Co Private Wealth Management
Florida
$15.1M -$319K -1,190 -2%
FA
2340
Fermata Advisors
California
$15.1M +$483K +1,800 +3%
NWAG
2341
Net Worth Advisory Group
Utah
$15M +$11.3M +42,102 +319%
BB
2342
Bell Bank
North Dakota
$15M -$1.68M -6,274 -10%
PMFA
2343
Plante Moran Financial Advisors
Michigan
$15M -$1.24M -4,609 -8%
GAM
2344
Gemmer Asset Management
California
$15M -$399K -1,486 -3%
PAA
2345
Peregrine Asset Advisers
Oregon
$15M +$2.19M +8,169 +17%
NB
2346
Northwest Bancshares
Pennsylvania
$15M -$1.39M -5,161 -9%
SPWG
2347
Syntegra Private Wealth Group
Missouri
$15M -$88.3K -329 -0.6%
MF
2348
Manchester Financial
California
$14.9M -$420K -1,563 -3%
FCM
2349
Fourpath Capital Management
Oklahoma
$14.9M +$168K +627 +1%
MCM
2350
Morton Capital Management
California
$14.9M -$40.5K -151 -0.3%
92 93
94
95 96