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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
976
WealthSource Partners
California
$3.42M +$259K +2,130 +8%
KCMRT
977
Kemper Corp Master Retirement Trust
Illinois
$3.42M – – –
MAM
978
Morse Asset Management
Connecticut
$3.41M +$1.31M +10,770 +60%
BCCM
979
Bridge Creek Capital Management
Massachusetts
$3.4M -$1.21K -10 -0%
CC
980
ClearArc Capital
Ohio
$3.39M +$21.1K +174 +0.6%
HCM
981
Hutchinson Capital Management
California
$3.39M -$14.7K -121 -0.4%
GC
982
Grimes & Company
Massachusetts
$3.38M -$99.7K -821 -3%
BFA
983
Benedict Financial Advisors
Georgia
$3.38M +$82.2K +677 +2%
PAS
984
Park Avenue Securities
New York
$3.38M +$3.46M +28,458 New
TAM
985
Taurus Asset Management
New York
$3.37M -$121K -1,000 -3%
APP
986
Avantax Planning Partners
Iowa
$3.36M +$205K +1,687 +6%
PFS
987
Physicians Financial Services
North Carolina
$3.36M +$4.86K +40 +0.1%
FLI
988
Family Legacy Inc
South Carolina
$3.36M +$420K +3,459 +14%
AFM
989
Andesa Financial Management
Pennsylvania
$3.35M -$65.6K -540 -2%
IC
990
Inscription Capital
Texas
$3.34M +$2.1M +17,282 +159%
LC
991
Lavaca Capital
Texas
$3.32M +$22K +181 +0.7%
PAG
992
Private Advisory Group
Washington
$3.32M +$607 +5 +0%
OCM
993
One Capital Management
California
$3.31M +$54.7K +450 +2%
FCMT
994
Founders Capital Management (Texas)
Texas
$3.3M +$34K +280 +1%
SWMG
995
Signature Wealth Management Group
Georgia
$3.3M +$3.38M +27,827 New
PPSG
996
Princeton Portfolio Strategies Group
New Jersey
$3.29M -$135K -1,113 -4%
1WA
997
180 Wealth Advisors
Washington
$3.29M -$222K -1,830 -6%
PBO
998
Peoples Bank (Ohio)
Ohio
$3.28M -$33K -272 -1%
WAM
999
Wealthspire Advisors (Maryland)
Maryland
$3.28M +$109K +900 +3%
MHIC
1000
Marble Harbor Investment Counsel
Massachusetts
$3.27M -$12.1K -100 -0.4%
38 39
40
41 42