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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1051
Mather Group
Illinois
$2.74M -$586K -9,763 -17%
GD
1052
Grandfield & Dodd
New York
$2.74M -$25.5K -424 -0.9%
BHBT
1053
Burke & Herbert Bank & Trust
Virginia
$2.73M -$32.8K -546 -1%
WWM
1054
Western Wealth Management
Colorado
$2.73M -$1.43M -23,781 -35%
MWM
1055
Meridian Wealth Management
Kentucky
$2.73M +$56.6K +943 +2%
ACA
1056
Aptus Capital Advisors
Alabama
$2.71M +$454K +7,561 +21%
SLI
1057
Sumitomo Life Insurance
Japan
$2.69M -$100K -1,673 -4%
PIA
1058
Perennial Investment Advisors
California
$2.68M +$60.9K +1,013 +2%
AWA
1059
Arete Wealth Advisors
Illinois
$2.68M -$766K -12,752 -23%
NW
1060
Naviter Wealth
Arkansas
$2.66M +$865K +14,400 +50%
SHFA
1061
SS&H Financial Advisors
Michigan
$2.66M – – –
RMAM
1062
Raab & Moskowitz Asset Management
New Jersey
$2.66M +$44K +732 +2%
EP
1063
Edgestream Partners
New Jersey
$2.65M +$821K +13,675 +46%
PCA
1064
Providence Capital Advisors
North Carolina
$2.65M +$44.9K +747 +2%
CCM
1065
Chickasaw Capital Management
Tennessee
$2.64M +$50.5K +840 +2%
BB
1066
Busey Bank
Illinois
$2.63M -$26.6K -442 -1%
MSFS
1067
Main Street Financial Solutions
Pennsylvania
$2.63M +$54.6K +909 +2%
VV
1068
Verity & Verity
South Carolina
$2.63M -$78K -1,298 -3%
CIA
1069
Citadel Investment Advisory
Ohio
$2.62M -$6.01K -100 -0.2%
FNT
1070
First National Trust
Pennsylvania
$2.62M -$52.2K -869 -2%
BBA
1071
BLB&B Advisors
Pennsylvania
$2.61M +$329K +5,475 +15%
JE
1072
JMAC Enterprises
Pennsylvania
$2.61M +$64.4K +1,072 +3%
CE
1073
Cornerstone Enterprises
Wisconsin
$2.61M -$1.69M -28,076 -39%
FTWA
1074
Fifth Third Wealth Advisors
Ohio
$2.61M +$258K +4,288 +11%
IGAM
1075
iA Global Asset Management
Quebec, Canada
$2.61M -$154K -2,563 -6%
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