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Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
1476
Curbstone Financial Management Corp
New Hampshire
$2.26M +$1.23K +4 +0.1%
SAM
1477
Security Asset Management
New York
$2.26M -$263K -858 -10%
SSW
1478
Stone Summit Wealth
Florida
$2.25M -$63.2K -206 -3%
AOWM
1479
Alpha Omega Wealth Management
Virginia
$2.25M +$16.6K +54 +0.7%
XF
1480
XML Financial
Maryland
$2.25M +$53.7K +175 +2%
RIA
1481
Realta Investment Advisors
Delaware
$2.25M -$383K -1,248 -14%
SIA
1482
Schechter Investment Advisors
Michigan
$2.24M -$145K -474 -6%
MCA
1483
Magnolia Capital Advisors
Mississippi
$2.24M +$46.3K +151 +2%
CA
1484
Cornerstone Advisors
North Carolina
$2.24M – – –
HCM
1485
Howland Capital Management
Massachusetts
$2.24M -$512K -1,671 -18%
CT
1486
Chicago Trust
Illinois
$2.24M -$289K -941 -11%
VNIM
1487
Vaughan Nelson Investment Management
Texas
$2.24M +$2.22M +7,250 +2,231%
QC
1488
Quent Capital
New York
$2.23M +$86.5K +282 +4%
CWM
1489
Chesapeake Wealth Management
Virginia
$2.22M +$5.52K +18 +0.2%
MSFS
1490
Main Street Financial Solutions
Pennsylvania
$2.22M +$77.9K +254 +3%
FANJ
1491
Financial Architects (New Jersey)
New Jersey
$2.22M +$10.1K +33 +0.4%
MCM
1492
Mill Capital Management
North Carolina
$2.22M +$30.7K +100 +1%
LOAMS
1493
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.2M +$346K +1,129 +18%
LA
1494
Legacy Advisors
Pennsylvania
$2.2M +$149K +485 +7%
SIG
1495
Sargent Investment Group
Maryland
$2.19M -$214K -698 -9%
MCM
1496
MV Capital Management
Maryland
$2.19M +$50.3K +164 +2%
CPC
1497
Congress Park Capital
New York
$2.19M -$118K -384 -5%
JWCA
1498
J.W. Coons Advisors
Ohio
$2.18M +$220K +717 +11%
TNB
1499
Thomasville National Bank
Georgia
$2.18M +$27.3K +89 +1%
SFP
1500
Shepherd Financial Partners
Massachusetts
$2.18M +$90.4K +295 +4%
58 59
60
61 62