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Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
976
Hutchens & Kramer Investment Management Group
Indiana
$2.17M -$152K -1,513 -8%
DTC
977
Davidson Trust Company
Washington
$2.16M – – –
SIA
978
Schechter Investment Advisors
Michigan
$2.16M +$391K +3,886 +27%
MCM
979
Mill Capital Management
North Carolina
$2.16M – – –
IFWM
980
Institute for Wealth Management
Colorado
$2.15M -$12.3K -122 -0.7%
V
981
VeraBank
Texas
$2.15M +$2.32K +23 +0.1%
SHFA
982
SS&H Financial Advisors
Michigan
$2.15M -$10.1K -100 -0.5%
PP
983
Patron Partners
Texas
$2.15M +$63.8K +634 +4%
MAS
984
Meeder Advisory Services
Ohio
$2.15M +$1.85M +18,354 New
OFG
985
Oxford Financial Group
Indiana
$2.14M +$75.3K +748 +4%
CIA
986
Capital Investment Advisors
Georgia
$2.14M -$5.04K -50 -0.3%
BDS
987
Banco de Sabadell
Florida
$2.11M +$69.5K +690 +4%
BMC
988
Beaton Management Company
Massachusetts
$2.1M -$4.03K -40 -0.2%
HA
989
Harfst & Associates
Wyoming
$2.1M +$28.5K +283 +2%
KFP
990
KMG Fiduciary Partners
Ohio
$2.1M +$43K +427 +2%
UBG
991
United Bank (Georgia)
Georgia
$2.09M +$185K +1,838 +11%
HCCM
992
Hudson Canyon Capital Management
New York
$2.09M -$40K -397 -2%
WAP
993
Wealthcare Advisory Partners
Pennsylvania
$2.08M +$173K +1,718 +11%
BC
994
Brookfield Corp
Ontario, Canada
$2.08M +$1.79M +17,805 New
PIP
995
Peachtree Investment Partners
Florida
$2.07M +$11.7K +116 +0.7%
PIM
996
Perpetual Investment Management
Australia
$2.07M +$383K +3,800 +27%
WANY
997
Wealthspire Advisors (New York)
New York
$2.06M +$326K +3,237 +23%
CT
998
Columbia Trust
Oregon
$2.06M +$108K +1,074 +7%
MC
999
Maverick Capital
Texas
$2.06M +$168K +1,672 +11%
MJB
1000
Mark J. Bradley
$2.05M -$12.1K -120 -0.7%
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