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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1576
Red Door Wealth Management
Tennessee
$22.8M +$561K +1,375 +2%
RWM
1577
RKL Wealth Management
Pennsylvania
$22.7M +$274K +671 +1%
CWA
1578
Canvas Wealth Advisors
Kansas
$22.7M +$1.81M +4,428 +8%
HIM
1579
Harbour Investment Management
Washington
$22.7M -$405K -993 -2%
FMTC
1580
Farmers & Merchants Trust Company
California
$22.7M -$1.06M -2,604 -4%
BL
1581
BFSG LLC
California
$22.7M -$2.52M -6,193 -9%
LWANC
1582
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.6M +$156K +382 +0.6%
HI
1583
Hendershot Investments
Virginia
$22.5M +$261K +639 +1%
CSUI
1584
Cincinnati Specialty Underwriters Insurance
Ohio
$22.5M – – –
LOM
1585
LTS One Management
New York
$22.5M +$408K +1,000 +2%
PA
1586
Proem Advisors
Texas
$22.5M +$14.3M +35,000 +140%
NG
1587
Norden Group
Utah
$22.5M -$2.34M -5,739 -9%
CB
1588
Community Bank
New York
$22.5M -$707K -1,734 -3%
DBG
1589
De Burlo Group
Massachusetts
$22.5M -$77.5K -190 -0.3%
HKIM
1590
Hayek Kallen Investment Management
Alabama
$22.4M -$141K -346 -0.6%
AMM
1591
American Money Management
California
$22.4M +$624K +1,530 +3%
QOP
1592
Quinn Opportunity Partners
Virginia
$22.4M +$23.9M +58,732 +5,873%
AF
1593
Advisornet Financial
Minnesota
$22.4M +$36.3K +89 +0.1%
TPA
1594
Trivium Point Advisory
Connecticut
$22.4M +$721K +1,768 +3%
MC
1595
Middleton & Co
Massachusetts
$22.4M -$345K -845 -1%
DIM
1596
Delta Investment Management
California
$22.4M +$9.94M +24,388 +69%
CWS
1597
Confluence Wealth Services
Pennsylvania
$22.3M +$1.67M +4,097 +7%
VA
1598
Valmark Advisers
Ohio
$22.3M -$1.25M -3,058 -5%
WA
1599
WBH Advisory
Maryland
$22.2M -$2.41M -5,909 -9%
DR
1600
Davis Rea
Ontario, Canada
$22.2M +$16.8M +41,253 +230%
62 63
64
65 66