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Name Holding Trade Value Shares
Change 		Change in
Stake
JCFM
3326
JBR Co Financial Management
Oklahoma
$2.74M +$344K +1,583 +12%
LGA
3327
Lebenthal Global Advisors
New York
$2.74M +$640K +2,949 +26%
KPF
3328
K2 Principal Fund
Ontario, Canada
$2.73M +$228K +1,051 +8%
AWA
3329
AGH Wealth Advisors
Kansas
$2.73M -$87.9K -405 -3%
HFM
3330
Hartford Funds Management
Pennsylvania
$2.73M +$511K +2,356 +20%
W
3331
Wealthquest
Ohio
$2.73M -$135K -622 -4%
PHIMC
3332
Private Harbour Investment Management & Counsel
Ohio
$2.73M -$176K -810 -5%
GPI
3333
General Partner Inc
Pennsylvania
$2.73M – – –
SC
3334
Shearwater Capital
Colorado
$2.72M – – –
MCM
3335
MV Capital Management
Maryland
$2.72M +$146K +675 +5%
CSPIA
3336
Cary Street Partners Investment Advisory
Virginia
$2.72M +$504K +2,322 +19%
LJHT
3337
Laurie J. Hall Trustee
$2.72M -$97.7K -450 -3%
NL
3338
Navalign LLC
California
$2.72M -$80.9K -373 -3%
PIAS
3339
PCA Investment Advisory Services
Ohio
$2.72M +$597K +2,751 +24%
IEFM
3340
IQ EQ Fund Management
Ireland
$2.72M +$1.36M +6,282 +79%
PWM
3341
Palacios Wealth Management
Florida
$2.71M +$47.1K +217 +2%
BFG
3342
Birch Financial Group
New Hampshire
$2.71M +$216K +997 +8%
OTL
3343
Oak Thistle LLC
New York
$2.71M +$3.09M +14,246 New
EIP
3344
Ellis Investment Partners
Pennsylvania
$2.71M -$184K -846 -6%
WLIM
3345
White Lighthouse Investment Management
Massachusetts
$2.71M -$442K -2,037 -13%
NRC
3346
New Republic Capital
North Carolina
$2.7M -$96.3K -444 -3%
LIA
3347
LSP Investment Advisors
New York
$2.7M – – –
WDG
3348
Wealth Dimensions Group
Ohio
$2.7M +$25.6K +118 +0.8%
FCT
3349
Family Capital Trust
Massachusetts
$2.69M +$3.07M +14,160 New
EM
3350
Excalibur Management
Massachusetts
$2.69M -$34.7K -160 -1%
132 133
134
135 136