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Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
1076
Asset Advisors Investment Management
Georgia
$4.32M -$627K -2,125 -12%
CBB
1077
Citizens Business Bank
California
$4.32M -$1.27M -4,306 -21%
CFS
1078
CRA Financial Services
New Jersey
$4.32M +$96.2K +326 +2%
CP
1079
CenterBook Partners
Connecticut
$4.31M +$3.54M +11,999 +324%
WANY
1080
Wealthspire Advisors (New York)
New York
$4.3M +$1.31M +4,454 +40%
CCB
1081
Country Club Bank
Missouri
$4.28M +$253K +858 +6%
GDP
1082
Great Diamond Partners
Maine
$4.28M -$53.1K -180 -1%
KCPG
1083
Kavar Capital Partners Group
Kansas
$4.27M +$208K +705 +5%
VWM
1084
Valley Wealth Managers
New Jersey
$4.27M +$88.6K +300 +2%
BEC
1085
Blue Edge Capital
Virginia
$4.26M -$56.7K -192 -1%
BAM
1086
Belpointe Asset Management
Nevada
$4.26M +$229K +775 +5%
DIP
1087
DT Investment Partners
Pennsylvania
$4.25M +$263K +892 +6%
VCA
1088
Verdence Capital Advisors
Maryland
$4.25M +$10.3K +35 +0.2%
HCM
1089
Highlander Capital Management
New Jersey
$4.25M +$14.8K +50 +0.3%
WPA
1090
West Paces Advisors
Georgia
$4.23M +$91.8K +311 +2%
ICG
1091
InterOcean Capital Group
Tennessee
$4.21M +$1.68M +5,707 +59%
DSC
1092
Duncker Streett & Co
Missouri
$4.2M -$59K -200 -1%
SWM
1093
Scissortail Wealth Management
Oklahoma
$4.2M -$55.8K -189 -2%
CCM
1094
CAAS Capital Management
New York
$4.2M +$4.52M +15,300 New
BIMC
1095
Benson Investment Management Company
Virginia
$4.18M +$34K +115 +0.8%
BIA
1096
Barry Investment Advisors
Massachusetts
$4.16M -$57.9K -196 -1%
HIA
1097
Harbor Investment Advisory
Maryland
$4.15M +$170K +577 +4%
AWM
1098
Avior Wealth Management
Nebraska
$4.13M +$45.5K +154 +1%
WSTAM
1099
Wilbanks Smith & Thomas Asset Management
Virginia
$4.13M +$524K +1,774 +13%
BTWM
1100
Baker Tilly Wealth Management
Wisconsin
$4.13M -$72.3K -245 -2%
42 43
44
45 46