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Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
2851
Bull Street Advisors
Georgia
$7.52M -$187K -438 -2%
NFA
2852
Northwest Financial Advisors
Virginia
$7.51M -$133K -312 -2%
FUBT
2853
First United Bank & Trust
Maryland
$7.5M -$495K -1,159 -6%
EL
2854
EWA LLC
Pennsylvania
$7.5M +$792K +1,852 +12%
CAS
2855
Coppell Advisory Solutions
Texas
$7.49M -$619K -1,448 -8%
HFRG
2856
Houlihan Financial Resource Group
Virginia
$7.47M +$7.42M +17,362 New
BTWM
2857
Baker Tilly Wealth Management
Wisconsin
$7.45M -$1.4M -3,275 -16%
SAM
2858
Socorro Asset Management
Texas
$7.45M -$789K -1,845 -10%
IC
2859
Iconiq Capital
California
$7.43M +$4.24M +9,919 +135%
CG
2860
Corundum Group
Colorado
$7.43M -$777K -1,817 -10%
PAWA
2861
Palo Alto Wealth Advisors
California
$7.43M -$2.01M -4,703 -21%
JGIA
2862
Jackson Grant Investment Advisers
Connecticut
$7.41M +$5.56K +13 +0.1%
CBA
2863
Coastal Bridge Advisors
Connecticut
$7.4M +$76.9K +180 +1%
LA
2864
Lifeworks Advisors
Michigan
$7.4M -$285K -666 -4%
SFCL
2865
Strengthening Families & Communities LLC
Massachusetts
$7.39M +$230K +538 +3%
SJL
2866
Shayne & Jacobs LLC
Tennessee
$7.39M – – –
SCM
2867
Sitrin Capital Management
California
$7.38M +$248K +581 +4%
BTC
2868
Bank & Trust Company
Illinois
$7.38M -$114K -267 -2%
MGAM
2869
McGowan Group Asset Management
Texas
$7.38M +$144K +338 +2%
CIP
2870
Convergence Investment Partners
Florida
$7.37M -$4.54M -10,620 -38%
OFS
2871
Orrstown Financial Services
Pennsylvania
$7.37M +$4.14M +9,682 +130%
GA
2872
Gateway Advisory
New Jersey
$7.36M -$1.17M -2,731 -14%
LF
2873
Lee Financial
Texas
$7.35M +$436K +1,019 +6%
USB
2874
Union Savings Bank
Connecticut
$7.35M -$37.6K -88 -0.5%
AC
2875
Addison Capital
Pennsylvania
$7.35M +$16.7K +39 +0.2%
113 114
115
116 117