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Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
726
Brewin Dolphin Wealth Management
Ireland
$3.18M +$87.3K +1,900 +3%
APP
727
Avantax Planning Partners
Iowa
$3.18M -$1.72M -37,409 -35%
BHBT
728
Burke & Herbert Bank & Trust
Virginia
$3.17M -$11K -240 -0.3%
OI
729
Oakbrook Investments
Illinois
$3.16M -$471K -10,240 -13%
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$3.15M -$67K -1,458 -2%
AIM
731
Anchor Investment Management
South Carolina
$3.13M -$30.7K -667 -1%
SBL
732
Sargent Bickham Lagudis
Colorado
$3.13M -$80.2K -1,745 -2%
CFA
733
Carroll Financial Associates
North Carolina
$3.12M -$405K -8,813 -11%
HI
734
Horizon Investments
North Carolina
$3.12M -$1.41M -30,651 -30%
FFWA
735
FRG Family Wealth Advisors
Washington
$3.1M -$965 -21 -0%
IAM
736
Integre Asset Management
New York
$3.1M +$1.53M +33,279 +97%
SS
737
Simplicity Solutions
Minnesota
$3.08M +$2.33M +50,648 +308%
BOCM
738
Bontempo Ohly Capital Management
Maryland
$3.07M -$388K -8,450 -11%
GWM
739
Geneos Wealth Management
Colorado
$3.06M -$299K -6,509 -9%
SBH
740
Segall Bryant & Hamill
Illinois
$3.06M -$189K -4,119 -6%
ASN
741
Advisory Services Network
Georgia
$3.06M +$1.24M +26,915 +68%
SCM
742
Shelton Capital Management
Colorado
$3.05M – – –
ECM
743
Elgethun Capital Management
South Dakota
$3.04M -$133K -2,897 -4%
KPCM
744
Kings Point Capital Management
New York
$3.04M -$82.8K -1,802 -3%
HIM
745
HughesLittle Investment Management
$3.04M – – –
QIM
746
Quest Investment Management
Oregon
$3.03M -$1.02M -22,104 -25%
OA
747
Outfitter Advisors
Virginia
$3.03M -$36.8K -800 -1%
TTWM
748
TCV Trust & Wealth Management
Virginia
$3.02M +$49K +1,066 +2%
AO
749
Allen Operations
New York
$3.02M – – –
BAM
750
Barrett Asset Management
New York
$3.02M +$2.53K +55 +0.1%
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