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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1826
GoalVest Advisory
New York
$657K +$511K +1,464 +385%
BMWM
1827
Brown Miller Wealth Management
Virginia
$656K +$63.5K +182 +11%
CWS
1828
Cypress Wealth Services
California
$654K +$59K +169 +10%
FNBOH
1829
First National Bank of Hutchinson
Kansas
$652K -$128K -366 -17%
WCM
1830
Wedge Capital Management
North Carolina
$652K +$1.4K +4 +0.2%
VBCG
1831
Valley Brook Capital Group
Pennsylvania
$651K – – –
BA
1832
Bridgewater Advisors
New York
$650K +$636K +1,824 New
AWP
1833
Accretive Wealth Partners
New Jersey
$649K +$69.1K +198 +12%
RHAM
1834
Round Hill Asset Management
California
$648K -$47.1K -135 -7%
BB
1835
Bell Bank
North Dakota
$648K -$8.72K -25 -1%
CWA
1836
Clarity Wealth Advisors
California
$647K -$18.5K -53 -3%
RMC
1837
Resources Management Corp
Connecticut
$639K -$12.2K -35 -2%
FSA
1838
Financial Sense Advisors
California
$639K +$698 +2 +0.1%
RIM
1839
Regent Investment Management
Kentucky
$636K – – –
CIP
1840
Convergence Investment Partners
Florida
$635K -$11.9K -34 -2%
AIM
1841
Aigen Investment Management
New York
$633K -$491K -1,406 -44%
CIC
1842
Crawford Investment Counsel
Georgia
$632K -$90.7K -260 -13%
EP
1843
Eudaimonia Partners
Tennessee
$631K -$111K -317 -15%
BWP
1844
Baldwin Wealth Partners
Massachusetts
$631K -$14.7K -42 -2%
FCA
1845
FLC Capital Advisors
California
$630K – – –
CCA
1846
Childress Capital Advisors
Texas
$630K +$327K +936 +112%
FFM
1847
Fullerton Fund Management
Singapore
$628K -$130K -372 -17%
OFA
1848
Oak Family Advisors
Illinois
$628K +$91.4K +262 +17%
KMWM
1849
Keudell/Morrison Wealth Management
Oregon
$624K -$25.1K -72 -4%
FHA
1850
First Horizon Advisors
Tennessee
$624K +$210K +601 +52%
72 73
74
75 76