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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
801
Brinker Capital
Pennsylvania
$1.53M -$834K -11,260 -32%
BRWA
802
B. Riley Wealth Advisors
Florida
$1.53M -$135K -1,827 -7%
FHA
803
First Horizon Advisors
Tennessee
$1.52M -$126K -1,704 -7%
SC
804
Schulhoff & Co
Ohio
$1.52M -$47.5K -641 -3%
KFC
805
Klingenstein Fields & Co
New York
$1.52M -$9.38M -126,596 -84%
SBSB
806
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.52M +$172K +2,328 +11%
MIC
807
Meridian Investment Counsel
California
$1.51M -$44.8K -604 -3%
MGIA
808
Matthew Goff Investment Advisor
Texas
$1.5M +$322K +4,349 +23%
MYLI
809
Meiji Yasuda Life Insurance
Japan
$1.49M -$1.5M -20,192 -47%
IFWM
810
Institute for Wealth Management
Colorado
$1.49M +$31.6K +427 +2%
SS
811
Simplicity Solutions
Minnesota
$1.49M +$264K +3,567 +18%
AWM
812
Altavista Wealth Management
North Carolina
$1.49M -$107K -1,440 -6%
CT
813
Cambridge Trust
Massachusetts
$1.48M -$1.75M -23,605 -51%
NFG
814
Next Financial Group
Texas
$1.48M +$668K +9,012 +65%
SCM
815
Stellar Capital Management
Arizona
$1.46M +$15.5K +209 +0.9%
LMIM
816
Lockheed Martin Investment Management
Maryland
$1.46M +$46.4K +626 +3%
AMIM
817
Aull & Monroe Investment Management
Alabama
$1.45M -$25.9K -349 -2%
WAM
818
Wealthspire Advisors (Maryland)
Maryland
$1.45M -$351K -4,733 -17%
FG
819
Fiduciary Group
Georgia
$1.45M -$163K -2,201 -9%
BHBT
820
Burke & Herbert Bank & Trust
Virginia
$1.45M -$67.2K -907 -4%
IAA
821
Independent Advisor Alliance
North Carolina
$1.45M -$28.6K -386 -2%
HAIM
822
Hunter Associates Investment Management
Pennsylvania
$1.45M -$37.6K -507 -2%
KA
823
Kovack Advisors
Florida
$1.44M +$96.2K +1,299 +6%
HTI
824
Hikari Tsushin Inc
Japan
$1.44M +$1.65M +22,285 New
NIMC
825
NWQ Investment Management Company
California
$1.44M -$23M -310,260 -93%
31 32
33
34 35