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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1626
Kelleher Financial Advisors
New York
$21.6M +$7.85M +19,399 +50%
BP
1627
BBR Partners
New York
$21.6M -$375K -927 -2%
HCP
1628
Hamilton Capital Partners
Georgia
$21.6M +$2.56M +6,339 +12%
EFG
1629
Everhart Financial Group
Ohio
$21.6M -$1.88M -4,647 -7%
XF
1630
XML Financial
Maryland
$21.6M +$692K +1,710 +3%
CVM
1631
Cheviot Value Management
California
$21.6M +$32K +79 +0.1%
RWM
1632
Rockline Wealth Management
New York
$21.5M +$29.9K +74 +0.1%
B
1633
BloombergSen
Ontario, Canada
$21.5M +$23.3M +57,548 New
CIC
1634
Canal Insurance Company
South Carolina
$21.4M – – –
SWA
1635
Stratos Wealth Advisors
Ohio
$21.4M +$268K +663 +1%
RWB
1636
RMR Wealth Builders
New Jersey
$21.4M +$1.55M +3,841 +7%
BEAM
1637
Baker Ellis Asset Management
Washington
$21.4M +$26.3K +65 +0.1%
DA
1638
Denali Advisors
California
$21.4M -$5M -12,346 -18%
AA
1639
Advisory Alpha
Michigan
$21.4M +$1.88M +4,658 +9%
RP
1640
Rice Partnership
Hawaii
$21.4M -$5.51M -13,625 -19%
DAM
1641
Deltec Asset Management
New York
$21.4M -$19.8K -49 -0.1%
BCB
1642
Brian C. Broderick
$21.4M +$630K +1,557 +3%
KIM
1643
Kestra Investment Management
Texas
$21.4M -$765K -1,891 -3%
AAM
1644
Augustine Asset Management
Florida
$21.3M -$181K -448 -0.8%
FMTC
1645
Farmers & Merchants Trust Company
California
$21.3M -$253K -626 -1%
WETS
1646
Wealth Enhancement Trust Services
South Dakota
$21.3M -$1.6M -3,948 -6%
CT
1647
Chicago Trust
Illinois
$21.3M -$137K -338 -0.6%
PPWP
1648
Premier Path Wealth Partners
New Jersey
$21.2M +$593K +1,465 +3%
EFG
1649
Embree Financial Group
Illinois
$21.2M -$246K -608 -1%
TFA
1650
Toth Financial Advisory
Virginia
$21.1M -$54.6K -135 -0.2%
64 65
66
67 68