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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1176
SmartHarvest Portfolios
Washington
$811K +$114K +351 +17%
VSQM
1177
V-Square Quantitative Management
Illinois
$811K +$3.59K +11 +0.5%
DE
1178
Diversified Enterprises
Delaware
$811K +$128K +393 +20%
FIA
1179
Foundations Investment Advisors
Arizona
$809K +$197K +603 +34%
RCAG
1180
Rehmann Capital Advisory Group
Michigan
$808K -$15K -46 -2%
MBT
1181
Montecito Bank & Trust
California
$808K -$20.9K -64 -3%
WEG
1182
World Equity Group
Illinois
$808K -$795K -2,436 -51%
CAM
1183
Cidel Asset Management
Ontario, Canada
$807K +$24.1K +74 +3%
MFIM
1184
Mesirow Financial Investment Management
Illinois
$807K – – –
RA
1185
Riversedge Advisors
Delaware
$804K +$225K +690 +41%
CWM
1186
Connecticut Wealth Management
Connecticut
$804K -$281K -863 -27%
BHBT
1187
Burke & Herbert Bank & Trust
Virginia
$800K – – –
AL
1188
Aspiriant LLC
California
$798K +$494K +1,516 +183%
FWI
1189
Facet Wealth Inc
Maryland
$792K +$377K +1,156 +99%
WKWM
1190
Walter & Keenan Wealth Management
Indiana
$792K +$9.46K +29 +1%
SACTSONJ
1191
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$788K -$53.5K -164 -7%
PMSA
1192
Patrick M. Sweeney & Associates
Illinois
$786K +$19.9K +61 +3%
MIC
1193
Means Investment Company
Maine
$785K +$979 +3 +0.1%
ZBNA
1194
Zions Bancorporation, National Association
Utah
$781K +$73.4K +225 +11%
GC
1195
Grimes & Company
Massachusetts
$780K +$3.59K +11 +0.5%
AA
1196
Armis Advisers
Georgia
$780K +$19.2K +59 +3%
FF
1197
Farrell Financial
New York
$779K – – –
AF
1198
Advisornet Financial
Minnesota
$779K -$19.6K -60 -3%
CIA
1199
Covington Investment Advisors
Pennsylvania
$778K – – –
AWC
1200
Abundance Wealth Counselors
Pennsylvania
$777K +$979 +3 +0.1%
46 47
48
49 50