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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
926
LCNB Corp
Ohio
$561K -$2.81K -9 -0.5%
LC
927
Lindbrook Capital
California
$561K +$1.56K +5 +0.3%
MFS
928
Mirabella Financial Services
United Kingdom
$559K -$20.1M -64,478 -97%
TWM
929
Thrive Wealth Management
Pennsylvania
$558K +$32.2K +103 +6%
AHIA
930
Andrew Hill Investment Advisors
Florida
$556K +$605K +1,937 New
GA
931
GoalVest Advisory
New York
$553K -$86.2K -276 -12%
ACM
932
AlphaStar Capital Management
North Carolina
$548K +$7.5K +24 +1%
UC
933
Unio Capital
New Jersey
$542K -$93.7K -300 -14%
P
934
Pitcairn
Pennsylvania
$541K -$54.7K -175 -9%
BMC
935
Beaton Management Company
Massachusetts
$539K – – –
WAAG
936
Wealth Alliance Advisory Group
Kansas
$533K +$72.2K +231 +14%
CCM
937
Cohen Capital Management
California
$532K – – –
CIC
938
Carnegie Investment Counsel
Ohio
$527K +$34.7K +111 +6%
BTI
939
Blue Trust Inc
Georgia
$527K +$515K +1,648 New
HIC
940
Holderness Investments Company
North Carolina
$525K -$16.9K -54 -3%
EFS
941
Essex Financial Services
Connecticut
$524K -$50.3K -161 -8%
WMA
942
Wealth Management Associates
New Jersey
$516K – – –
SB
943
Strategic Blueprint
Georgia
$514K +$182K +583 +48%
IAMOG
944
Investors Asset Management of Georgia
Georgia
$513K -$47.2K -151 -8%
CWM
945
Chesapeake Wealth Management
Virginia
$512K – – –
STA
946
Summit Trail Advisors
New York
$510K -$154K -492 -22%
TCM
947
Tributary Capital Management
Nebraska
$507K -$9.37K -30 -2%
CWS
948
Confluence Wealth Services
Pennsylvania
$507K +$2.5K +8 +0.5%
AP
949
Appleton Partners
Massachusetts
$505K +$16.6K +53 +3%
BCM
950
Brookstone Capital Management
Illinois
$505K +$45.6K +146 +9%
36 37
38
39 40