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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1351
Bahl & Gaynor
Ohio
$416K -$10.6K -115 -3%
EWP
1352
Engrave Wealth Partners
Texas
$414K -$24.6K -268 -6%
CIM
1353
Confluence Investment Management
Missouri
$413K +$24.3K +264 +7%
PM
1354
Penbrook Management
New York
$412K – – –
SICM
1355
Sustainable Insight Capital Management
New York
$411K – – –
PFWA
1356
Paces Ferry Wealth Advisors
Georgia
$411K +$108K +1,176 +40%
AWMT
1357
AAFMAA Wealth Management & Trust
North Carolina
$410K -$453K -4,923 -55%
AI
1358
Atom Investors
Texas
$409K +$377K +4,094 New
FSC
1359
Full Sail Capital
Oklahoma
$406K -$168K -1,824 -31%
FRA
1360
Front Row Advisors
California
$405K -$5.52K -60 -1%
WDA
1361
Wendell David Associates
New Hampshire
$405K – – –
NIM
1362
Northeast Investment Management
Massachusetts
$404K +$18.4K +200 +5%
JLBC
1363
J.L. Bainbridge & Co
Florida
$402K – – –
AWA
1364
Alaska Wealth Advisors
Alaska
$401K -$258K -2,803 -41%
MA
1365
Montag & Associates
Georgia
$401K – – –
HAIM
1366
Hunter Associates Investment Management
Pennsylvania
$400K – – –
LCS
1367
Levin Capital Strategies
New York
$400K – – –
SCM
1368
Salem Capital Management
Massachusetts
$400K – – –
BJL
1369
Brighton Jones LLC
Washington
$399K +$16K +174 +5%
CRI
1370
Colonial River Investments
Virginia
$399K +$367K +3,991 New
CSI
1371
Cross Staff Investments
New York
$398K – – –
LFA
1372
Legacy Financial Advisors
Kentucky
$398K +$14.5K +158 +4%
FHC
1373
First Heartland Consultants
Missouri
$398K +$31.7K +345 +9%
MLL
1374
Moody Lynn & Lieberson
Massachusetts
$396K – – –
ISWM
1375
Independent Solutions Wealth Management
New York
$395K +$92 +1 +0%
53 54
55
56 57