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Name Holding Trade Value Shares
Change 		Change in
Stake
SGWP
2451
Sun Group Wealth Partners
California
$14.4M -$58.1K -203 -0.4%
CA
2452
Crane Advisory
California
$14.4M -$1.1M -3,856 -8%
LA
2453
Lynch & Associates
Indiana
$14.4M -$84.1K -294 -0.6%
CCM
2454
Carmel Capital Management
California
$14.4M -$14.3K -50 -0.1%
JKA
2455
Jones Kertz & Associates
Minnesota
$14.4M -$1.66M -5,799 -10%
CB
2456
Chris Bulman
California
$14.3M +$1.26M +4,402 +10%
TRIA
2457
Trail Ridge Investment Advisors
Colorado
$14.3M -$1.42M -4,975 -9%
GLAM
2458
Gardner Lewis Asset Management
Pennsylvania
$14.3M -$1.06M -3,691 -7%
ECML
2459
Eagle Capital Management (Louisiana)
Louisiana
$14.3M -$201K -702 -1%
WAS
2460
Wealth Advisory Solutions
Indiana
$14.3M -$887K -3,100 -6%
PFA
2461
Pettinga Financial Advisors
Indiana
$14.3M -$154K -538 -1%
DA
2462
DCM Advisors
New York
$14.2M +$472K +1,649 +3%
CC
2463
Cornerstone Capital
California
$14.2M +$95K +332 +0.7%
BRM
2464
Boston Research & Management
Massachusetts
$14.2M -$158K -551 -1%
SFG
2465
Shum Financial Group
California
$14.2M +$143K +501 +1%
GPA
2466
Garrison Point Advisors
California
$14.2M -$630K -2,201 -4%
BE
2467
Bonness Enterprises
District of Columbia
$14.2M – – –
MIM
2468
Montgomery Investment Management
Maryland
$14.2M -$28.6K -100 -0.2%
VMMC
2469
V.M. Manning & Co
South Carolina
$14.2M +$14M +48,923 New
WDC
2470
Woodward Diversified Capital
California
$14.2M +$928K +3,245 +7%
EIM
2471
Ervin Investment Management
Washington
$14.1M -$536K -1,874 -4%
PMA
2472
Prudent Man Advisors
Illinois
$14.1M +$1.35M +4,723 +11%
AWM
2473
Atticus Wealth Management
Florida
$14.1M -$126K -440 -0.9%
OIS
2474
Okabena Investment Services
Minnesota
$14.1M -$4.12M -14,390 -23%
RAM
2475
Riggs Asset Management
Pennsylvania
$14.1M -$148K -519 -1%
97 98
99
100 101