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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1126
Ranch Capital Advisors
Florida
$702K -$1.65K -6 -0.2%
SA
1127
Sunesis Advisors
Kansas
$701K +$683K +2,483 New
TCWA
1128
Turtle Creek Wealth Advisors
Texas
$701K +$282K +1,026 +70%
BTI
1129
Blue Trust Inc
Georgia
$700K -$111K -403 -14%
ESB
1130
Essex Savings Bank
Connecticut
$700K -$16K -58 -2%
SGI
1131
Summit Global Investments
Utah
$697K +$26.1K +95 +4%
AF
1132
Apexium Financial
Texas
$697K +$2.2K +8 +0.3%
SFSG
1133
Sound Financial Strategies Group
Mississippi
$695K -$69.4K -252 -9%
VBCG
1134
Valley Brook Capital Group
Pennsylvania
$693K -$33K -120 -5%
AF
1135
Advisornet Financial
Minnesota
$691K +$19.5K +71 +3%
BB
1136
Burford Brothers
Texas
$687K -$275 -1 -0%
HWM
1137
Hohimer Wealth Management
Washington
$686K +$161K +585 +32%
CCA
1138
Coign Capital Advisors
Utah
$686K +$43.5K +158 +7%
MFA
1139
Mayflower Financial Advisors
Massachusetts
$685K +$50.1K +182 +8%
PI
1140
PFG Investments
New York
$684K +$41.3K +150 +7%
SIG
1141
Sky Investment Group
Connecticut
$677K – – –
MP
1142
McDonald Partners
Ohio
$676K -$1.59M -5,793 -71%
MPI
1143
Mairs & Power Inc
Minnesota
$675K -$20.4K -74 -3%
CS
1144
Crescent Sterling
Louisiana
$674K +$88.9K +323 +16%
AT
1145
American Trust
Kentucky
$669K +$53.7K +195 +9%
BAM
1146
Boyar Asset Management
New York
$665K -$60.3K -219 -9%
HW
1147
Hancock Whitney
Mississippi
$664K +$2.48K +9 +0.4%
SCM
1148
Shelton Capital Management
Colorado
$662K – – –
BHBT
1149
Burke & Herbert Bank & Trust
Virginia
$660K +$311K +1,130 +94%
CPW
1150
Cove Private Wealth
New York
$659K – – –
44 45
46
47 48