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Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
1201
Financial Advisors Network
California
$593K +$40.6K +508 +7%
BDF
1202
Balasa Dinverno & Foltz
$590K +$17.3K +217 +3%
KWM
1203
Kingsview Wealth Management
Oregon
$590K +$601K +7,523 New
PAG
1204
Pinnacle Advisory Group
Maryland
$584K -$35.6K -446 -6%
SCI
1205
S&CO Inc
Massachusetts
$584K +$12K +150 +2%
BHBT
1206
Burke & Herbert Bank & Trust
Virginia
$577K – – –
PA
1207
Parallel Advisors
California
$576K -$40.6K -509 -7%
PP
1208
Pegasus Partners
Wisconsin
$575K -$1.94M -24,345 -77%
CGT
1209
Capital Guardian Trust
California
$574K -$233K -2,918 -29%
CL
1210
Choreo LLC
Illinois
$572K -$84.5K -1,059 -13%
AW
1211
ACG Wealth
Georgia
$570K -$1.42M -17,772 -71%
BSW
1212
Buckingham Strategic Wealth
Missouri
$568K -$10.9K -137 -2%
SC
1213
Skylands Capital
Wisconsin
$561K -$1.21M -15,150 -68%
FAB
1214
First American Bank
Illinois
$559K -$1.17M -14,626 -67%
BWP
1215
Baldwin Wealth Partners
Massachusetts
$558K -$102K -1,275 -15%
SAS
1216
Stelac Advisory Services
New York
$558K – – –
SC
1217
Savant Capital
Illinois
$557K -$194K -2,433 -26%
AIA
1218
Armor Investment Advisors
North Carolina
$555K -$7.98K -100 -1%
QSS
1219
Quantitative Systematic Strategies
Florida
$554K -$349K -4,367 -38%
RWA
1220
Ropes Wealth Advisors
Massachusetts
$553K -$160K -2,003 -22%
LNC
1221
Lincoln National Corp
Pennsylvania
$553K +$122K +1,531 +28%
HIC
1222
Holderness Investments Company
North Carolina
$553K +$214K +2,684 +62%
HCM
1223
Harvey Capital Management
Florida
$549K -$87.8K -1,100 -14%
JCM
1224
Jacobi Capital Management
Pennsylvania
$543K +$409K +5,127 +266%
PCM
1225
Pointe Capital Management
Michigan
$538K +$548K +6,860 New
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