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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1576
Centaurus Financial
California
$27M +$7.31M +17,320 +40%
LWANC
1577
Laurel Wealth Advisors (North Carolina)
North Carolina
$27M -$593K -1,404 -2%
AIMC
1578
Alley Investment Management Company
Illinois
$26.9M -$909K -2,153 -3%
AFG
1579
Atomi Financial Group
New York
$26.9M +$4.56M +10,789 +22%
GM
1580
GeoWealth Management
Illinois
$26.9M +$3.71M +8,784 +17%
BMC
1581
Benin Management Corp
Connecticut
$26.9M +$3.91M +9,268 +18%
MC
1582
Middleton & Co
Massachusetts
$26.9M -$1.24M -2,942 -5%
RIA
1583
RPG Investment Advisory
California
$26.8M -$206K -488 -0.8%
MFS
1584
Madrona Financial Services
Washington
$26.8M +$4.7M +11,128 +23%
CPA
1585
Court Place Advisors
Maryland
$26.8M +$349K +826 +1%
CSUI
1586
Cincinnati Specialty Underwriters Insurance
Ohio
$26.8M – – –
WF
1587
WoodTrust Financial
Wisconsin
$26.8M -$256K -606 -1%
AW
1588
Atlas Wealth
Ohio
$26.7M +$12.3M +29,015 +100%
CI
1589
Conning Inc
Connecticut
$26.7M +$44.3K +105 +0.2%
MC
1590
Mirabaud & Cie
Switzerland
$26.7M +$366K +866 +1%
NIG
1591
NFJ Investment Group
Texas
$26.6M -$800K -1,895 -3%
SL
1592
Salomon & Ludwin
Virginia
$26.6M -$4.87M -11,528 -16%
HCM
1593
Harvey Capital Management
Florida
$26.6M -$494K -1,170 -2%
CWS
1594
Confluence Wealth Services
Pennsylvania
$26.6M +$1.84M +4,354 +8%
KC
1595
Knuff & Co
California
$26.6M -$101K -240 -0.4%
LSA
1596
L & S Advisors
California
$26.5M +$4.68M +11,082 +23%
OFG
1597
Oxford Financial Group
Indiana
$26.4M +$17.6M +41,649 +238%
HIM
1598
Harbour Investment Management
Washington
$26.4M -$3.38K -8 -0%
LSPW
1599
Lake Street Private Wealth
Illinois
$26.4M +$690K +1,635 +3%
RVPG
1600
Relative Value Partners Group
$26.4M +$16.3M +38,686 +190%
62 63
64
65 66