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Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1076
Harvey Investment Company
Kentucky
$2.28M – – –
EP
1077
Edgestream Partners
New Jersey
$2.28M -$29.8K -99 -1%
TFM
1078
TFC Financial Management
Massachusetts
$2.27M – – –
KCM
1079
Kornitzer Capital Management
Kansas
$2.27M -$245K -815 -10%
RFN
1080
RDA Financial Network
Iowa
$2.27M +$29.5K +98 +1%
MFG
1081
MidWestOne Financial Group
Iowa
$2.27M +$101K +335 +5%
AO
1082
Advisor OS
Illinois
$2.27M -$137K -455 -6%
CC
1083
Courier Capital
New York
$2.26M -$63.2K -210 -3%
BHBT
1084
Burke & Herbert Bank & Trust
Virginia
$2.26M – – –
KP
1085
Keel Point
Alabama
$2.24M +$62.3K +207 +3%
KOC
1086
Koss-Olinger Consulting
Florida
$2.24M -$40.4K -134 -2%
PCS
1087
Personal CFO Solutions
New Jersey
$2.24M +$25.9K +86 +1%
BMO
1088
Beck Mack & Oliver
New York
$2.24M -$19.6K -65 -0.9%
TAP
1089
Tounjian Advisory Partners
Florida
$2.23M +$1.82M +6,042 +502%
TP
1090
Thayer Partners
Pennsylvania
$2.23M +$2.18M +7,224 New
SMA
1091
Sage Mountain Advisors
Georgia
$2.22M -$116K -386 -5%
CCS
1092
Concentric Capital Strategies
Connecticut
$2.22M -$5.58M -18,544 -72%
ACM
1093
Anfield Capital Management
California
$2.21M +$2.16M +7,168 +55,138%
FBC
1094
Fairfield, Bush & Co
Connecticut
$2.21M -$145K -483 -6%
HA
1095
Harfst & Associates
Wyoming
$2.21M -$80.1K -266 -4%
WAS
1096
WESPAC Advisors SoCal
California
$2.21M +$99.7K +331 +5%
NWMG
1097
National Wealth Management Group
Ohio
$2.21M -$70.5K -234 -3%
ACIM
1098
Azimuth Capital Investment Management
Michigan
$2.2M +$2.41K +8 +0.1%
CGL
1099
Clarius Group LLC
Washington
$2.17M -$9.03K -30 -0.4%
PI
1100
Pettee Investors
Connecticut
$2.17M +$63.2K +210 +3%
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