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Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1076
Wealthcare Advisory Partners
Pennsylvania
$1.16M +$167K +6,004 +16%
CWS
1077
Confluence Wealth Services
Pennsylvania
$1.16M -$88.7K -3,195 -7%
AWE
1078
Avidian Wealth Enterprises
Texas
$1.16M -$237K -8,532 -16%
LC
1079
LCNB Corp
Ohio
$1.16M +$14.9K +535 +1%
BFM
1080
Boston Financial Management
Massachusetts
$1.16M -$30.9K -1,112 -2%
CII
1081
Capital International Inc
California
$1.15M +$342K +12,307 +39%
RIA
1082
Realta Investment Advisors
Delaware
$1.15M -$18.7K -675 -2%
DPIM
1083
Duff & Phelps Investment Management
Illinois
$1.15M – – –
FAM
1084
Formidable Asset Management
Ohio
$1.15M -$157K -5,656 -11%
BHIA
1085
Birch Hill Investment Advisors
Massachusetts
$1.15M -$6.32M -227,663 -84%
RTC
1086
Riverview Trust Company
Washington
$1.15M +$101K +3,645 +9%
DWM
1087
Destination Wealth Management
California
$1.15M -$151K -5,426 -11%
PK
1088
Pflug Koory
Nebraska
$1.14M -$106K -3,817 -8%
BTI
1089
Blue Trust Inc
Georgia
$1.14M +$65.7K +2,367 +6%
VFO
1090
Virtus Family Office
Texas
$1.13M +$415K +14,955 +53%
ADMI
1091
Albert D. Mason Inc
Massachusetts
$1.13M -$34.9K -1,255 -3%
NME
1092
Notis-McConarty Edward
$1.13M -$183K -6,586 -13%
CT
1093
Clearstead Trust
Maine
$1.13M -$169K -6,079 -12%
VIA
1094
Vickerman Investment Advisors
Washington
$1.13M -$293K -10,534 -20%
KCM
1095
Kendall Capital Management
Maryland
$1.13M -$653K -23,520 -36%
KA
1096
Keene & Associates
Texas
$1.12M -$970K -34,934 -45%
MAM
1097
Marketfield Asset Management
New York
$1.12M – – –
MIP
1098
Marietta Investment Partners
Wisconsin
$1.11M – – –
LFG
1099
Larson Financial Group
Missouri
$1.11M +$24.6K +886 +2%
CF
1100
Copperwynd Financial
Arizona
$1.11M -$6.72K -242 -0.6%
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