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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1426
Marble Harbor Investment Counsel
Massachusetts
$628K – – –
B
1427
Bensler
Washington
$628K +$103K +461 +19%
TWM
1428
Trueblood Wealth Management
Ohio
$626K +$3.56K +16 +0.6%
QWP
1429
Quotient Wealth Partners
Texas
$625K +$6.01K +27 +0.9%
SEIA
1430
Signature Estate & Investment Advisors
California
$625K -$91.9K -413 -13%
SIC
1431
Shoker Investment Counsel
Ohio
$625K – – –
AIM
1432
Avity Investment Management
Connecticut
$623K -$4.89K -22 -0.8%
SG
1433
StoneX Group
New York
$622K +$86.3K +388 +16%
ACM
1434
Alta Capital Management
Utah
$621K – – –
SAG
1435
SageView Advisory Group
California
$619K +$27.4K +123 +4%
LWA
1436
Lantern Wealth Advisors
New York
$619K +$68.5K +308 +12%
PWA
1437
Primoris Wealth Advisors
Florida
$616K -$22.2K -100 -3%
SYBT
1438
Stock Yards Bank & Trust
Kentucky
$615K -$26K -117 -4%
AFG
1439
Allegheny Financial Group
Pennsylvania
$613K -$3.56K -16 -0.6%
MCA
1440
MSH Capital Advisors
Arizona
$610K +$27.8K +125 +5%
AO
1441
Advisor OS
Illinois
$610K -$127K -569 -17%
WAM
1442
WNY Asset Management
New York
$610K -$1.11K -5 -0.2%
FCM
1443
Fell Capital Management
California
$609K – – –
FFM
1444
Forum Financial Management
Illinois
$609K -$39.8K -179 -6%
CCG
1445
Chatham Capital Group
Georgia
$609K – – –
HVP
1446
Hudson Value Partners
Florida
$608K -$2.23K -10 -0.4%
OC
1447
Opinicus Capital
Florida
$608K – – –
MMH
1448
Menora Mivtachim Holdings
Israel
$606K – – –
BMCM
1449
Bryn Mawr Capital Management
Pennsylvania
$603K -$111K -501 -15%
HTIM
1450
Harbour Trust & Investment Management
Indiana
$599K -$890 -4 -0.1%
56 57
58
59 60