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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1651
Arden Trust
Delaware
$18M -$745K -2,299 -4%
BFA
1652
Benedict Financial Advisors
Georgia
$18M -$1.13M -3,483 -6%
WIA
1653
Westbourne Investment Advisors
Maryland
$18M +$1.67M +5,155 +11%
HFM
1654
Hartford Financial Management
Connecticut
$18M -$196K -604 -1%
CHC
1655
City Holding Co
West Virginia
$18M -$869K -2,681 -4%
SVCF
1656
Silicon Valley Community Foundation
California
$18M +$17.3M +53,447 New
RIA
1657
RPG Investment Advisory
California
$17.9M +$3.57K +11 +0%
BRM
1658
Boston Research & Management
Massachusetts
$17.9M -$980K -3,023 -5%
BFM
1659
Boothbay Fund Management
New York
$17.9M -$8.01M -24,702 -32%
TC
1660
Tenere Capital
New York
$17.9M +$17.2M +53,134 New
PCMK
1661
Paragon Capital Management (Kansas)
Kansas
$17.9M -$1.06M -3,260 -6%
PWP
1662
Pursue Wealth Partners
California
$17.8M +$17.2M +53,006 New
IFWM
1663
Institute for Wealth Management
Colorado
$17.8M -$86.6K -267 -0.5%
ERWM
1664
Elk River Wealth Management
Colorado
$17.7M +$466K +1,437 +3%
MCC
1665
Money Concepts Capital
Florida
$17.7M +$17.1M +52,654 New
QI
1666
Qtron Investments
Massachusetts
$17.7M +$307K +947 +2%
CRB
1667
Chad R. Baker
$17.7M – – –
SIC
1668
Sigma Investment Counselors
Michigan
$17.7M -$337K -1,040 -2%
SAM
1669
Strategy Asset Managers
California
$17.6M -$1.26M -3,871 -7%
DCM
1670
Decatur Capital Management
Georgia
$17.6M -$206K -635 -1%
SNB
1671
Security National Bank
Nebraska
$17.6M -$343K -1,057 -2%
GWM
1672
Greenwich Wealth Management
Connecticut
$17.6M +$5.84K +18 +0%
MWM
1673
Mattern Wealth Management
Kansas
$17.5M +$161K +497 +1%
FMWA
1674
Forvis Mazars Wealth Advisors
Missouri
$17.5M +$64.8K +200 +0.4%
MFW
1675
Meristem Family Wealth
Minnesota
$17.5M -$325K -1,001 -2%
65 66
67
68 69