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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1251
WBH Advisory
Maryland
$1.99M -$88.2K -717 -4%
UBWV
1252
United Bank (West Virginia)
West Virginia
$1.99M -$39.1K -318 -2%
DRS
1253
Deane Retirement Strategies
Louisiana
$1.96M +$1.99M +16,212 New
CPA
1254
Capital Planning Advisors
California
$1.95M +$1.98M +16,091 New
BJL
1255
Brighton Jones LLC
Washington
$1.95M -$603K -4,900 -23%
TWI
1256
Thomas White International
Illinois
$1.95M +$1.58M +12,874 +401%
CP
1257
Camelot Portfolios
Ohio
$1.95M +$619K +5,033 +46%
TWA
1258
TCI Wealth Advisors
Arizona
$1.94M -$52.4K -426 -3%
GP
1259
Girard Partners
Pennsylvania
$1.93M -$108K -875 -5%
MIM
1260
Midwest Investment Management
Ohio
$1.93M -$28.9K -235 -1%
PSC
1261
Prentiss Smith & Co
Vermont
$1.93M -$58.9K -479 -3%
CAG
1262
Crestwood Advisors Group
Massachusetts
$1.93M +$68.4K +556 +4%
RC
1263
Roundview Capital
New Jersey
$1.92M -$3.76M -30,616 -66%
KCPG
1264
Kavar Capital Partners Group
Kansas
$1.92M +$339K +2,755 +21%
ARMT
1265
Amica Retiree Medical Trust
Rhode Island
$1.91M – – –
AIM
1266
Avity Investment Management
Connecticut
$1.9M -$20.4K -166 -1%
YP
1267
Yellowstone Partners
Idaho
$1.9M +$110K +895 +6%
BC
1268
Brookfield Corp
Ontario, Canada
$1.9M – – –
LIM
1269
Leavell Investment Management
Alabama
$1.88M -$881K -7,161 -32%
BCFS
1270
Butensky & Cohen Financial Security
Florida
$1.88M +$1.9M +15,488 New
AC
1271
AFAM Capital
Texas
$1.86M +$30.3K +246 +2%
BT
1272
Brandywine Trust
Delaware
$1.86M -$861 -7 -0%
MC
1273
Muhlenkamp & Co
Pennsylvania
$1.85M -$232K -1,887 -11%
AI
1274
Atria Investments
North Carolina
$1.84M +$44.1K +359 +2%
BSW
1275
Buckingham Strategic Wealth
Missouri
$1.83M +$185K +1,504 +11%
49 50
51
52 53