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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1001
Parcion Private Wealth
Washington
$6.3M +$338K +1,039 +6%
CFCI
1002
Comprehensive Financial Consultants Institutional
Indiana
$6.3M +$723K +2,223 +14%
AIMA
1003
Ables Iannone Moore & Associates
Georgia
$6.3M +$403K +1,239 +7%
CBTWT
1004
Community Bank & Trust (Waco, Texas)
Texas
$6.29M -$110K -337 -2%
TNBTD
1005
Trustmark National Bank Trust Department
Mississippi
$6.29M -$132K -405 -2%
FMB
1006
Field & Main Bank
Kentucky
$6.29M +$125K +385 +2%
ZAM
1007
Zevin Asset Management
Massachusetts
$6.28M -$949K -2,916 -14%
FDP
1008
Financiere des Professionnels
Quebec, Canada
$6.28M -$554K -1,702 -9%
PSP
1009
Principal Street Partners
Tennessee
$6.27M -$14K -43 -0.2%
AP
1010
Atwood & Palmer
Missouri
$6.25M – – –
AAS
1011
Annex Advisory Services
Wisconsin
$6.24M +$952K +2,927 +20%
BDLIB
1012
Banque de Luxembourg Investments (BLI)
Luxembourg
$6.23M -$3.18M -9,782 -36%
PWS
1013
Peterson Wealth Services
Utah
$6.2M +$293K +901 +5%
TWM
1014
TLW Wealth Management
Florida
$6.2M -$99.9K -307 -2%
APSI
1015
Asset Planning Services Inc
Louisiana
$6.2M -$197K -605 -3%
IBOK
1016
Independence Bank of Kentucky
Kentucky
$6.19M -$142K -435 -2%
SG
1017
StoneX Group
New York
$6.18M -$518K -1,592 -8%
VSQM
1018
V-Square Quantitative Management
Illinois
$6.17M -$55.6K -171 -1%
FHA
1019
Flagship Harbor Advisors
Massachusetts
$6.16M +$744K +2,287 +15%
CHC
1020
City Holding Co
West Virginia
$6.15M -$443K -1,361 -7%
ACM
1021
Ayrshire Capital Management
Connecticut
$6.15M +$285K +875 +5%
GWANC
1022
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.13M +$98.2K +302 +2%
DJSG
1023
D.J. St. Germain
Massachusetts
$6.12M -$178K -546 -3%
AAS
1024
Ameritas Advisory Services
Nebraska
$6.11M +$1.65M +5,064 +41%
PF
1025
Phoenix Financial
Israel
$6.1M -$3.02M -9,282 -35%
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