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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
2151
LCNB Corp
Ohio
$929K -$4.49K -9 -0.5%
SIC
2152
Sterling Investment Counsel
New York
$928K -$7.98K -16 -0.9%
AAM
2153
Augustine Asset Management
Florida
$927K +$2.49K +5 +0.3%
MHC
2154
May Hill Capital
Massachusetts
$924K +$115K +230 +15%
ABWM
2155
Alpine Bank Wealth Management
Colorado
$922K -$499 -1 -0.1%
DOA
2156
D'Orazio & Associates
Virginia
$921K -$65.8K -132 -7%
RFP
2157
Root Financial Partners
California
$919K -$247K -495 -22%
VAF
2158
Values Added Financial
District of Columbia
$918K +$15.5K +31 +2%
NG
2159
Navigation Group
California
$917K +$499 +1 +0.1%
BM
2160
Brandywine Managers
Delaware
$917K – – –
EWM
2161
Evermay Wealth Management
Virginia
$916K +$17.9K +36 +2%
VCM
2162
Vision Capital Management
Oregon
$915K +$455K +913 +105%
FCA
2163
FLC Capital Advisors
California
$915K -$4.99K -10 -0.6%
RIA
2164
Rhodes Investment Advisors
Texas
$915K +$72.8K +146 +9%
WP
2165
WealthPLAN Partners
Nebraska
$914K -$884K -1,772 -50%
AFA
2166
AA Financial Advisors
Ohio
$913K +$371K +745 +72%
BNA
2167
BankChampaign National Association
Illinois
$912K +$42.4K +85 +5%
FFA
2168
Florida Financial Advisors
Florida
$911K -$135K -270 -13%
CPW
2169
Crestmont Private Wealth
Texas
$908K +$146K +292 +20%
XT
2170
XTX Topco
Cayman Islands
$904K +$878K +1,761 New
SRA
2171
Secured Retirement Advisors
Minnesota
$904K +$1.99K +4 +0.2%
LMFP
2172
Larry Mathis Financial Planning
Arizona
$900K -$85.8K -172 -9%
TSMHT
2173
Thurston Springer Miller Herd & Titak
Indiana
$895K +$65.3K +131 +8%
SVCP
2174
Silicon Valley Capital Partners
California
$895K +$1.5K +3 +0.2%
NLGIA
2175
Nippon Life Global Investors Americas
New York
$894K +$329K +660 +61%
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87
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