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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
801
Cooper Financial Group
California
$238K -$76.8K -6,708 -26%
KLCM
802
KG&L Capital Management
Louisiana
$238K -$17.2K -1,501 -7%
BHBT
803
Burke & Herbert Bank & Trust
Virginia
$238K – – –
DAS
804
Dynamic Advisor Solutions
Arizona
$238K +$5.92K +517 +3%
SF
805
Synovus Financial
Georgia
$238K +$16.3K +1,424 +8%
9WM
806
9258 Wealth Management
Ohio
$237K +$6.29K +550 +3%
FA
807
Faithward Advisors
Pennsylvania
$237K +$221K +19,306 New
CCA
808
Childress Capital Advisors
Texas
$236K +$181K +15,834 +451%
VC
809
Vicus Capital
Pennsylvania
$235K +$38.8K +3,388 +21%
KA
810
KLCM Advisors
Wisconsin
$233K +$17.7K +1,550 +9%
BDF
811
Balasa Dinverno & Foltz
$233K +$37.4K +3,267 +21%
MPI
812
Mairs & Power Inc
Minnesota
$233K +$217K +19,000 New
RPWA
813
Regent Peak Wealth Advisors
Georgia
$232K +$687 +60 +0.3%
CAC
814
Certified Advisory Corp
Florida
$232K +$216K +18,902 New
VWA
815
Visionary Wealth Advisors
Illinois
$231K -$49.9K -4,360 -19%
NAS
816
Nicolet Advisory Services
Wisconsin
$231K -$7.66K -669 -3%
GH
817
GAM Holding
Switzerland
$231K +$100K +8,777 +87%
BCA
818
Berman Capital Advisors
Georgia
$230K +$35.9K +3,137 +20%
6F
819
626 Financial
Michigan
$230K +$156K +13,611 New
LCM
820
Liberty Capital Management
Michigan
$227K – – –
TNB
821
TCF National Bank
South Dakota
$227K +$22.9K +2,000 +12%
AFG
822
Alterity Financial Group
Maine
$226K +$153K +13,354 New
SC
823
SouthState Corp
Florida
$225K +$26.3K +2,300 +14%
MC
824
Machina Capital
France
$225K +$210K +18,352 New
SP
825
Successful Portfolios
Florida
$222K -$2.52K -220 -1%
31 32
33
34 35