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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1451
RB Capital Management
Nevada
$3.63M -$43.3K -106 -1%
CAS
1452
Coppell Advisory Solutions
Texas
$3.62M -$116K -285 -3%
KMWM
1453
Keudell/Morrison Wealth Management
Oregon
$3.62M -$409 -1 -0%
DCM
1454
Davidson Capital Management
Texas
$3.62M +$136K +333 +4%
PI
1455
Pettee Investors
Connecticut
$3.62M – – –
BCCM
1456
Bridge Creek Capital Management
Massachusetts
$3.62M -$40.9K -100 -1%
BBWA
1457
Bell & Brown Wealth Advisors
California
$3.62M +$30.6K +75 +0.8%
BWG
1458
Beta Wealth Group
California
$3.6M +$927K +2,269 +32%
FMWA
1459
Forvis Mazars Wealth Advisors
Missouri
$3.6M -$34.7K -85 -0.9%
GW
1460
Griffith & Werner
Georgia
$3.6M +$3.78M +9,253 New
MA
1461
Modus Advisors
Minnesota
$3.6M +$12.7K +31 +0.3%
ST
1462
Smithfield Trust
Pennsylvania
$3.58M – – –
LCS
1463
Levin Capital Strategies
New York
$3.57M – – –
NG
1464
Norden Group
Utah
$3.57M -$123K -300 -3%
AJ
1465
Ashburton (Jersey)
Jersey
$3.56M -$6.32M -15,459 -63%
AWM
1466
Accurate Wealth Management
Florida
$3.56M +$177K +434 +5%
HWA
1467
HCR Wealth Advisors
California
$3.55M +$38K +93 +1%
TFA
1468
Toth Financial Advisory
Virginia
$3.54M -$55.2K -135 -1%
MCM
1469
MV Capital Management
Maryland
$3.54M -$4.08K -10 -0.1%
NCM
1470
Nelson Capital Management
California
$3.54M -$168K -410 -4%
KJHP
1471
K.J. Harrison & Partners
Ontario, Canada
$3.53M +$1.47M +3,590 +65%
GSEP
1472
Golden State Equity Partners
California
$3.53M -$29.8K -73 -0.8%
SB
1473
Strategic Blueprint
Georgia
$3.52M -$2.45K -6 -0.1%
NAM
1474
NTV Asset Management
West Virginia
$3.52M -$188K -461 -5%
BCM
1475
BTC Capital Management
Iowa
$3.51M -$1.31M -3,204 -26%
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