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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1926
Brave Asset Management
New Jersey
$539K – – –
LIA
1927
LBMC Investment Advisors
Tennessee
$535K -$162K -469 -22%
CIC
1928
Crawford Investment Counsel
Georgia
$533K -$30.3K -88 -5%
NC
1929
Northcape Capital
Australia
$530K – – –
WTA
1930
Washington Trust Advisors
Massachusetts
$528K -$35.1K -102 -6%
WCM
1931
WealthBridge Capital Management
Ohio
$528K -$12.4K -36 -2%
OFS
1932
Oldfather Financial Services
Nebraska
$528K +$4.82K +14 +0.9%
BIP
1933
Blueprint Investment Partners
North Carolina
$527K -$650K -1,888 -53%
RPWA
1934
Regent Peak Wealth Advisors
Georgia
$526K +$5.86K +17 +1%
MIM
1935
Moseley Investment Management
Florida
$526K +$18.6K +54 +3%
AWG
1936
Altus Wealth Group
Colorado
$525K -$7.58K -22 -1%
FPAS
1937
Focus Partners Advisor Solutions
Missouri
$525K +$140K +406 +32%
T
1938
TCWP
Ohio
$524K -$47.9K -139 -8%
AP
1939
Americana Partners
Texas
$523K -$107K -311 -16%
DIP
1940
DT Investment Partners
Pennsylvania
$522K – – –
OFS
1941
OneAscent Financial Services
Alabama
$522K +$167K +484 +41%
TIM
1942
Tevis Investment Management
Texas
$521K +$2.07K +6 +0.4%
FWP
1943
Firethorn Wealth Partners
Georgia
$520K -$36.2K -105 -7%
MKC
1944
M. Kraus & Co
Vermont
$519K +$18.3K +53 +3%
ICM
1945
Islay Capital Management
Texas
$519K +$23.8K +69 +4%
CWS
1946
Confluence Wealth Services
Pennsylvania
$517K -$17.2K -50 -3%
SAM
1947
SignalPoint Asset Management
Missouri
$517K +$46.8K +136 +9%
AIM
1948
Acropolis Investment Management
Missouri
$517K +$390K +1,132 +223%
SWM
1949
Salvus Wealth Management
New Jersey
$513K +$15.8K +46 +3%
KMWM
1950
Keudell/Morrison Wealth Management
Oregon
$511K -$43.4K -126 -7%
76 77
78
79 80