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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1201
Close Asset Management
United Kingdom
$605K +$616K +7,713 New
BWAM
1202
Boyd Watterson Asset Management
Ohio
$603K +$135K +1,690 +28%
RC
1203
Roundview Capital
New Jersey
$601K +$19.2K +240 +3%
AAC
1204
Asset Advisors Corp
Georgia
$597K -$3.98M -49,905 -87%
ODCM
1205
Old Dominion Capital Management
Virginia
$597K +$32.6K +408 +6%
FHA
1206
First Horizon Advisors
Tennessee
$595K -$168K -2,108 -22%
IAM
1207
Impax Asset Management
New Hampshire
$594K +$39.9K +500 +7%
FAN
1208
Financial Advisors Network
California
$593K +$40.6K +508 +7%
BDF
1209
Balasa Dinverno & Foltz
$590K +$17.3K +217 +3%
KWM
1210
Kingsview Wealth Management
Oregon
$590K +$601K +7,523 New
PAG
1211
Pinnacle Advisory Group
Maryland
$584K -$35.6K -446 -6%
SCI
1212
S&CO Inc
Massachusetts
$584K +$12K +150 +2%
BHBT
1213
Burke & Herbert Bank & Trust
Virginia
$577K – – –
PA
1214
Parallel Advisors
California
$576K -$40.6K -509 -7%
PP
1215
Pegasus Partners
Wisconsin
$575K -$1.94M -24,345 -77%
CGT
1216
Capital Guardian Trust
California
$574K -$233K -2,918 -29%
CL
1217
Choreo LLC
Illinois
$572K -$84.5K -1,059 -13%
AW
1218
ACG Wealth
Georgia
$570K -$1.42M -17,772 -71%
BSW
1219
Buckingham Strategic Wealth
Missouri
$568K -$10.9K -137 -2%
SC
1220
Skylands Capital
Wisconsin
$561K -$1.21M -15,150 -68%
FAB
1221
First American Bank
Illinois
$559K -$1.17M -14,626 -67%
BWP
1222
Baldwin Wealth Partners
Massachusetts
$558K -$102K -1,275 -15%
SAS
1223
Stelac Advisory Services
New York
$558K – – –
SC
1224
Savant Capital
Illinois
$557K -$194K -2,433 -26%
AIA
1225
Armor Investment Advisors
North Carolina
$555K -$7.98K -100 -1%
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