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Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
676
Bull Street Advisors
Georgia
$6.18M +$2.84K +50 +0%
BHIA
677
Birch Hill Investment Advisors
Massachusetts
$6.17M -$164K -2,885 -3%
SWA
678
Stratos Wealth Advisors
Ohio
$6.15M +$7.21K +127 +0.1%
LA
679
Lynch & Associates
Indiana
$6.13M +$14K +246 +0.2%
FNBOO
680
First National Bank of Omaha
Nebraska
$6.12M -$7.01M -123,425 -54%
VFA
681
Valeo Financial Advisors
Indiana
$6.12M -$24K -422 -0.3%
LNWWM
682
Laird Norton Wetherby Wealth Management
California
$6.11M -$97.1K -1,710 -2%
CWM
683
Cornerstone Wealth Management
Missouri
$6.1M +$18.4K +324 +0.3%
DIP
684
DT Investment Partners
Pennsylvania
$6.1M -$70.4K -1,240 -1%
SIMG
685
Sonora Investment Management Group
Arizona
$6.03M -$234K -4,116 -4%
VWA
686
Visionary Wealth Advisors
Illinois
$6.02M -$35.7K -629 -0.6%
WW
687
Windle Wealth
Oklahoma
$5.99M +$99.7K +1,755 +2%
PGIM
688
Pacific Global Investment Management
California
$5.98M +$116K +2,051 +2%
SW
689
SVB Wealth
Massachusetts
$5.98M -$342K -6,020 -6%
DWM
690
Destination Wealth Management
California
$5.97M -$67.4K -1,187 -1%
CA
691
Clearstead Advisors
Ohio
$5.96M -$513K -9,033 -8%
CK
692
Cohen Klingenstein
New York
$5.96M – – –
FI
693
FJ Investments
Utah
$5.96M +$5.74M +101,100 New
BA
694
BCM Advisors
Louisiana
$5.95M – – –
OAM
695
Ostrum Asset Management
France
$5.94M -$697K -12,278 -11%
CHC
696
City Holding Co
West Virginia
$5.9M +$290K +5,097 +5%
AG
697
Ascent Group
Virginia
$5.9M +$374K +6,584 +7%
BM
698
Bislett Management
California
$5.89M – – –
MCP
699
Martin Capital Partners
Oregon
$5.89M -$20.8K -367 -0.4%
PPW
700
Parcion Private Wealth
Washington
$5.87M +$749K +13,187 +15%
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