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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
2301
Key Financial Inc
Pennsylvania
$6.14M – – –
TWP
2302
Tempus Wealth Planning
California
$6.13M -$161K -670 -3%
FCA
2303
Fortis Capital Advisors
Kansas
$6.12M +$6.12M +25,511 New
CFO
2304
Colony Family Offices
North Carolina
$6.12M +$18K +75 +0.3%
LF
2305
Lee Financial
Texas
$6.1M +$33.8K +141 +0.6%
HBT
2306
Heartland Bank & Trust
Illinois
$6.08M -$575K -2,394 -9%
CFMC
2307
Curbstone Financial Management Corp
New Hampshire
$6.07M -$737K -3,070 -11%
WTA
2308
Washington Trust Advisors
Massachusetts
$6.07M -$1.57M -6,539 -21%
PIM
2309
Perpetual Investment Management
Australia
$6.06M +$288K +1,200 +5%
ATC
2310
Adirondack Trust Company
New York
$6.06M -$106K -443 -2%
CJFS
2311
Coulter & Justus Financial Services
Tennessee
$6.06M – – –
VCM
2312
Virtue Capital Management
Tennessee
$6.05M +$2.54M +10,578 +72%
WW
2313
Windle Wealth
Oklahoma
$6.05M +$6.05M +25,221 New
BWG
2314
Beta Wealth Group
California
$6.04M +$341K +1,421 +6%
PRWA
2315
Platte River Wealth Advisors
Colorado
$6.03M -$49.9K -208 -0.8%
VBCG
2316
Valley Brook Capital Group
Pennsylvania
$6.01M +$80.9K +337 +1%
AAM
2317
Ascension Asset Management
New York
$6.01M -$30K -125 -0.5%
FWM
2318
Finer Wealth Management
Massachusetts
$6.01M -$154K -641 -2%
OL
2319
Optas LLC
Texas
$6M +$156K +651 +3%
CLCM
2320
Center Lake Capital Management
Florida
$6M -$13.4M -56,000 -69%
HA
2321
Harbor Advisors
Florida
$6M – – –
SWA
2322
Sutton Wealth Advisors
Florida
$5.99M -$93.1K -388 -2%
SIM
2323
Studio Investment Management
Illinois
$5.98M +$1.2K +5 +0%
PSP
2324
Principal Street Partners
Tennessee
$5.98M +$15.6K +65 +0.3%
PA
2325
Probity Advisors
Texas
$5.98M +$64.8K +270 +1%
91 92
93
94 95