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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
1226
Laurel Wealth Advisors (California)
California
$327K +$1.78K +6 +0.6%
LIA
1227
LBMC Investment Advisors
Tennessee
$326K +$324K +1,093 New
FSA
1228
Franklin Street Advisors
North Carolina
$323K -$5.93K -20 -2%
GWA
1229
GGM Wealth Advisors
Maryland
$323K – – –
QI
1230
Qtron Investments
Massachusetts
$322K -$104K -352 -25%
CA
1231
CGN Advisors
Kansas
$322K -$2.08K -7 -0.6%
BI
1232
Ballast Inc
Kentucky
$322K – – –
KFP
1233
KB Financial Partners
New Jersey
$321K -$74.8K -252 -19%
HA
1234
Harbor Advisors
Florida
$320K – – –
OIS
1235
Okabena Investment Services
Minnesota
$320K +$318K +1,073 New
RAM
1236
Redmond Asset Management
Virginia
$319K – – –
GDP
1237
Great Diamond Partners
Maine
$316K +$297 +1 +0.1%
UBV
1238
United Bank (Virginia)
Virginia
$315K +$77.2K +260 +33%
DCM
1239
Donaldson Capital Management
Indiana
$313K -$27.9K -94 -8%
PMFA
1240
Plante Moran Financial Advisors
Michigan
$313K – – –
BTWM
1241
Baker Tilly Wealth Management
Wisconsin
$313K +$24K +81 +8%
TPA
1242
Trivium Point Advisory
Connecticut
$312K +$9.79K +33 +3%
BC
1243
Burleson & Co
California
$311K – – –
SSWM
1244
Sheets Smith Wealth Management
North Carolina
$310K -$1.48K -5 -0.5%
WP
1245
WMS Partners
Maryland
$310K +$76K +256 +33%
LF
1246
Lee Financial
Texas
$309K – – –
CFS
1247
CRA Financial Services
New Jersey
$308K -$13.4K -45 -4%
MCCP
1248
Mission Creek Capital Partners
California
$308K – – –
BFC
1249
Bedel Financial Consulting
Indiana
$308K +$5.34K +18 +2%
HPCM
1250
Hunter Perkins Capital Management
Illinois
$306K – – –
48 49
50
51 52