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Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1851
McDonald Partners
Ohio
$17M -$271K -664 -1%
EFG
1852
Ethos Financial Group
Pennsylvania
$17M +$11.7M +28,591 +215%
MAWA
1853
Moss Adams Wealth Advisors
Washington
$16.9M +$657K +1,612 +4%
BHBT
1854
Burke & Herbert Bank & Trust
Virginia
$16.9M -$448K -1,100 -2%
ACM
1855
Allred Capital Management
Texas
$16.9M -$237K -581 -1%
SFI
1856
Susquehanna Fundamental Investments
Pennsylvania
$16.9M +$18.4M +45,020 New
VCM
1857
Versant Capital Management
Arizona
$16.8M +$3.93M +9,634 +27%
VNA
1858
Valley National Advisers
Pennsylvania
$16.8M +$626K +1,536 +4%
PCA
1859
Providence Capital Advisors
North Carolina
$16.8M +$162K +397 +0.9%
PWG
1860
Portside Wealth Group
Utah
$16.8M +$431K +1,056 +2%
IP
1861
Isthmus Partners
Wisconsin
$16.8M -$3.26K -8 -0%
MPCL
1862
My Personal CFO LLC
Washington
$16.8M +$696K +1,706 +4%
OFG
1863
Oxford Financial Group
Indiana
$16.8M -$1.06M -2,603 -6%
KPM
1864
Kinetic Partners Management
Florida
$16.8M -$66.6M -163,400 -79%
MCG
1865
McCollum Christoferson Group
New York
$16.8M -$81.1K -199 -0.4%
JWCA
1866
J.W. Coons Advisors
Ohio
$16.8M -$81.5K -200 -0.4%
ACM
1867
Anabranch Capital Management
Connecticut
$16.8M -$7.06M -17,322 -28%
HP
1868
Hound Partners
New York
$16.7M -$6.59M -16,162 -27%
BFW
1869
Brady Family Wealth
Missouri
$16.7M -$189K -463 -1%
LCM
1870
Lattice Capital Management
Washington
$16.7M – – –
LKIM
1871
Lawson Kroeker Investment Management
Nebraska
$16.6M -$52.2K -128 -0.3%
RMSCM
1872
R.M. Sincerbeaux Capital Management
New York
$16.6M +$81.5K +200 +0.5%
WAS
1873
WESPAC Advisors SoCal
California
$16.6M -$2.67M -6,561 -13%
SC
1874
Savoie Capital
Illinois
$16.5M – – –
MCWS
1875
McKinley Carter Wealth Services
West Virginia
$16.5M -$85.6K -210 -0.5%
73 74
75
76 77