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Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
1301
City Holding Co
West Virginia
$2.25M -$87.7K -1,717 -4%
MWM
1302
Mission Wealth Management
California
$2.25M -$751K -14,690 -25%
WA1
1303
Wimmer Associates 1
California
$2.25M +$24.2K +473 +1%
1WA
1304
180 Wealth Advisors
Washington
$2.25M +$28.3K +553 +1%
JIR
1305
James Investment Research
Ohio
$2.24M +$79.4K +1,554 +4%
PFSC
1306
Peoples Financial Services Corp
Pennsylvania
$2.24M -$1.28K -25 -0.1%
AWA
1307
Arete Wealth Advisors
Illinois
$2.24M +$363K +7,111 +19%
SMFG
1308
Sumitomo Mitsui Financial Group
Japan
$2.23M -$752K -14,728 -25%
OAM
1309
Oak Asset Management
California
$2.22M +$766 +15 +0%
CWAG
1310
Compton Wealth Advisory Group
Virginia
$2.22M +$88.1K +1,725 +4%
FCA
1311
FinTrust Capital Advisors
South Carolina
$2.22M -$146K -2,852 -6%
TPI
1312
Trust Point Inc
Wisconsin
$2.22M +$2.24M +43,872 New
BOH
1313
Bank of Hawaii
Hawaii
$2.22M -$148K -2,901 -6%
EFM
1314
Eley Financial Management
Vermont
$2.21M +$26K +509 +1%
TF
1315
Trek Financial
Arizona
$2.21M +$207K +4,049 +10%
GWM
1316
Geneos Wealth Management
Colorado
$2.21M -$462K -9,048 -17%
SF
1317
Summit Financial
New Jersey
$2.2M -$202K -3,944 -8%
GIM
1318
Gold Investment Management
Alberta, Canada
$2.2M +$2.22M +43,497 New
ECM
1319
ExodusPoint Capital Management
New York
$2.2M -$1.16M -22,689 -34%
OHWP
1320
Oak Harbor Wealth Partners
North Carolina
$2.19M -$56.6K -1,108 -2%
CI
1321
Cigna Investments
Connecticut
$2.18M -$30.9K -605 -1%
RFG
1322
Range Financial Group
Oregon
$2.18M +$61.5K +1,203 +3%
PWS
1323
Peloton Wealth Strategists
Indiana
$2.18M -$12.8K -250 -0.6%
AEPWM
1324
Atlantic Edge Private Wealth Management
Florida
$2.17M +$2.2M +43,039 New
GAM
1325
Garrison Asset Management
Arkansas
$2.17M -$310K -6,076 -12%
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