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Name Holding Trade Value Shares
Change 		Change in
Stake
PIC
4201
Portland Investment Counsel
Ontario, Canada
$2.26M – – –
RCM
4202
Ridgepath Capital Management
Tennessee
$2.26M +$1.29M +6,294 +126%
TCOTS
4203
Trust Company of the South
North Carolina
$2.26M -$74K -360 -3%
CI
4204
Corient IA
Florida
$2.26M +$103K +500 +5%
RC
4205
Rahlfs Capital
Texas
$2.26M – – –
MPWS
4206
McCarter Private Wealth Services
Massachusetts
$2.25M +$68.9K +335 +3%
WCM
4207
Weik Capital Management
Pennsylvania
$2.25M -$8.22K -40 -0.4%
CPC
4208
Consolidated Planning Corp
Georgia
$2.25M -$7.4K -36 -0.3%
DKCM
4209
Davidson Kahn Capital Management
California
$2.25M +$691K +3,361 +43%
HP
4210
Haven Private
Florida
$2.25M -$11.3K -55 -0.5%
WCMN
4211
Westchester Capital Management (Nebraska)
Nebraska
$2.25M – – –
QWM
4212
QP Wealth Management
New Jersey
$2.24M -$1.29M -6,271 -36%
FPH
4213
Financial Planning Hawaii
Hawaii
$2.24M -$140K -681 -6%
CPW
4214
Catalyst Private Wealth
California
$2.24M -$71.8K -349 -3%
WCP
4215
Wealthcare Capital Partners
Pennsylvania
$2.24M +$32.3K +157 +1%
SCA
4216
Strathmore Capital Advisors
North Carolina
$2.24M -$49.6K -241 -2%
TFS
4217
truNorth Financial Services
Pennsylvania
$2.23M +$238K +1,156 +12%
RWM
4218
Raffa Wealth Management
District of Columbia
$2.23M +$89.4K +435 +4%
ICM
4219
Islay Capital Management
Texas
$2.23M +$1.51M +7,361 +194%
VCM
4220
Violich Capital Management
California
$2.23M +$488K +2,375 +27%
LFS
4221
Lutz Financial Services
Nebraska
$2.23M +$172K +836 +8%
BAM
4222
BCV Asset Management
$2.22M +$88.4K +430 +4%
RHJA
4223
Rice Hall James & Associates
California
$2.22M -$882K -4,290 -28%
HGA
4224
Hobbs Group Advisors
South Carolina
$2.22M +$227K +1,102 +11%
BHBT
4225
Burke & Herbert Bank & Trust
Virginia
$2.22M -$280K -1,362 -11%
167 168
169
170 171