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Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
2251
Essex Savings Bank
Connecticut
$5.67M -$151K -701 -3%
MCCP
2252
Mission Creek Capital Partners
California
$5.66M -$204K -950 -4%
NFG
2253
Nations Financial Group
Iowa
$5.66M +$178K +830 +3%
HAS
2254
HBW Advisory Services
California
$5.66M +$712K +3,312 +15%
LSWM
2255
Lorne Steinberg Wealth Management
Canada
$5.65M +$5.45M +25,335 New
AAM
2256
Anglepoint Asset Management
Cayman Islands
$5.65M – – –
PA
2257
Procyon Advisors
Connecticut
$5.64M -$110K -512 -2%
MFS
2258
Madrona Financial Services
Washington
$5.64M +$681K +3,168 +14%
SIA
2259
Soltis Investment Advisors
Utah
$5.64M -$18.1K -84 -0.3%
AIM
2260
AMI Investment Management
Indiana
$5.64M +$860 +4 +0%
PIA
2261
Perennial Investment Advisors
California
$5.64M +$204K +950 +4%
RCA
2262
Ranch Capital Advisors
Florida
$5.63M +$27.3K +127 +0.5%
SAM
2263
Security Asset Management
New York
$5.63M +$2.26M +10,512 +71%
HFS
2264
HBC Financial Services
Washington
$5.63M -$143K -667 -3%
MFW
2265
Meristem Family Wealth
Minnesota
$5.63M -$87.9K -409 -2%
SCM
2266
Stevens Capital Management
Pennsylvania
$5.62M +$5.43M +25,275 New
BCA
2267
Berman Capital Advisors
Georgia
$5.62M +$492K +2,290 +10%
BW
2268
Bison Wealth
Georgia
$5.62M +$684K +3,183 +14%
LWM
2269
Liberty Wealth Management
California
$5.61M +$1.64M +7,629 +48%
AWMT
2270
AAFMAA Wealth Management & Trust
North Carolina
$5.61M +$5.42M +25,221 New
MDSL
2271
M.D. Sass LLC
New York
$5.59M -$1.23M -5,725 -19%
CSPAM
2272
Cary Street Partners Asset Management
Virginia
$5.58M +$5.4M +25,092 New
ACM
2273
Ayrshire Capital Management
Connecticut
$5.58M +$270K +1,256 +5%
HA
2274
Harbor Advisors
Florida
$5.56M – – –
TCM
2275
Taal Capital Management
Massachusetts
$5.56M – – –
89 90
91
92 93