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Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
2476
Eastover Investment Advisors
North Carolina
$10.8M -$210K -492 -2%
OHWA
2477
Oak Hill Wealth Advisors
Virginia
$10.8M +$10.9M +25,605 New
LAIC
2478
Lederer & Associates Investment Counsel
California
$10.8M -$244K -574 -2%
GDP
2479
Great Diamond Partners
Maine
$10.7M -$190K -445 -2%
KWS
2480
Keystone Wealth Services
California
$10.7M +$426K +999 +4%
RCM
2481
Radnor Capital Management
Pennsylvania
$10.7M -$1.95M -4,577 -15%
SC
2482
Settian Capital
New York
$10.7M – – –
KA
2483
Kercheville Advisors
Texas
$10.7M +$632K +1,483 +6%
RCM
2484
RB Capital Management
Nevada
$10.7M -$6.82K -16 -0.1%
AG
2485
Advocate Group
Minnesota
$10.6M -$468K -1,099 -4%
LCM
2486
Liberty Capital Management
Michigan
$10.6M -$316K -742 -3%
SFA
2487
Souders Financial Advisors
Ohio
$10.6M -$1.25M -2,944 -10%
SAS
2488
Stelac Advisory Services
New York
$10.6M -$86.9K -204 -0.8%
WMA
2489
West Michigan Advisors
Michigan
$10.6M -$228K -535 -2%
OFS
2490
OneAscent Financial Services
Alabama
$10.6M +$4.03M +9,457 +60%
DWM
2491
Drive Wealth Management
Utah
$10.6M +$194K +455 +2%
HIM
2492
Herald Investment Management
United Kingdom
$10.6M -$322K -755 -3%
TIM
2493
Tikehau Investment Management
France
$10.6M -$1.2M -2,819 -10%
TCM
2494
Tradewinds Capital Management
Washington
$10.6M +$1.98M +4,637 +23%
PP
2495
Pacifica Partners
Canada
$10.6M -$135K -317 -1%
RMP
2496
Richards, Merrill & Peterson
Washington
$10.6M +$10.7M +25,111 New
CAWM
2497
Capital Advisors Wealth Management
Washington
$10.6M +$820K +1,926 +8%
EC
2498
Enhancing Capital
Pennsylvania
$10.6M +$10.7M +25,037 New
IA
2499
IFC Advisors
California
$10.5M +$10.7M +25,029 New
TCG
2500
Transcendent Capital Group
Oklahoma
$10.5M +$254K +596 +2%
98 99
100
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