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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1001
VestGen Advisors
Illinois
$25.6M -$1.33M -1,989 -5%
FFM
1002
Forum Financial Management
Illinois
$25.5M +$395K +591 +2%
GAB
1003
German American Bancorp
Indiana
$25.5M -$618K -925 -2%
NAH
1004
Neumann Advisory (HK)
Hong Kong
$25.4M – – –
CWG
1005
C WorldWide Group
Denmark
$25.3M +$3.23M +4,834 +14%
LBC
1006
Lowe Brockenbrough & Co
Virginia
$25.3M +$2.36M +3,541 +10%
FT
1007
Fiduciary Trust
Massachusetts
$25.3M +$228K +342 +0.9%
BBI
1008
Baxter Bros Inc
Connecticut
$25.1M -$356K -533 -1%
CPC
1009
Cookson Peirce & Co
Pennsylvania
$25.1M -$32.4M -48,475 -56%
TBWA
1010
Three Bridge Wealth Advisors
California
$25.1M +$635K +951 +3%
RC
1011
Roundview Capital
New Jersey
$24.9M +$1.48M +2,210 +6%
BT
1012
Banque Transatlantique
France
$24.8M -$859K -1,286 -3%
BRA
1013
Bender Robert & Associates
California
$24.8M -$206K -309 -0.8%
MC
1014
Moors & Cabot
Massachusetts
$24.8M +$1.2M +1,801 +5%
FGP
1015
Foyston, Gordon, & Payne
Ontario, Canada
$24.8M +$3.1M +4,637 +14%
AAM
1016
Azzad Asset Management
Virginia
$24.8M +$268K +402 +1%
DR
1017
Davis Rea
Ontario, Canada
$24.7M +$1.5M +2,248 +6%
BAM
1018
Belpointe Asset Management
Nevada
$24.7M +$767K +1,149 +3%
PUI
1019
Purpose Unlimited Inc
$24.5M +$24.7M +37,061 New
CF
1020
Centaurus Financial
California
$24.3M +$2.87M +4,294 +13%
CI
1021
CX Institutional
Indiana
$24.2M +$1.4M +2,094 +6%
RWM
1022
Ritholtz Wealth Management
New York
$24.2M -$1.01M -1,510 -4%
HC
1023
Headwater Capital
China
$24M -$9.08M -13,600 -27%
BFIM
1024
Beese Fulmer Investment Management
Ohio
$23.9M +$24.9M +37,336 +107%
KA
1025
KLCM Advisors
Wisconsin
$23.8M -$31.4K -47 -0.1%
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