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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
4251
truNorth Financial Services
Pennsylvania
$2.23M +$238K +1,156 +12%
RWM
4252
Raffa Wealth Management
District of Columbia
$2.23M +$89.4K +435 +4%
ICM
4253
Islay Capital Management
Texas
$2.23M +$1.51M +7,361 +194%
VCM
4254
Violich Capital Management
California
$2.23M +$488K +2,375 +27%
LFS
4255
Lutz Financial Services
Nebraska
$2.23M +$172K +836 +8%
BAM
4256
BCV Asset Management
$2.22M +$88.4K +430 +4%
RHJA
4257
Rice Hall James & Associates
California
$2.22M -$882K -4,290 -28%
HGA
4258
Hobbs Group Advisors
South Carolina
$2.22M +$227K +1,102 +11%
BHBT
4259
Burke & Herbert Bank & Trust
Virginia
$2.22M -$280K -1,362 -11%
FFG
4260
Fortress Financial Group
Minnesota
$2.22M +$50.4K +245 +2%
WAG
4261
Wheelhouse Advisory Group
Missouri
$2.22M +$68.3K +332 +3%
SFS
4262
Strategic Financial Services
New York
$2.22M +$127K +618 +6%
PBF
4263
Petix & Botte Financial
California
$2.22M +$1.22M +5,939 +116%
AU
4264
Algebris (UK)
United Kingdom
$2.21M +$2.28M +11,098 New
WWA
4265
Wealth Watch Advisors
Colorado
$2.21M +$353K +1,716 +18%
HRC
4266
Hoertkorn Richard Charles
$2.21M +$740K +3,600 +48%
OCG
4267
Opus Capital Group
Ohio
$2.21M +$295K +1,436 +15%
FH
4268
Financial Harvest
Florida
$2.2M +$148K +719 +7%
DP
4269
Denver PWM
Colorado
$2.2M +$418K +2,032 +26%
LWIC
4270
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.2M -$411K -2,000 -15%
GF
4271
GGM Financials
Ohio
$2.2M +$43K +209 +2%
STA
4272
Smith Thornton Advisors
Alabama
$2.2M +$433K +2,105 +24%
PCM
4273
Pointe Capital Management
Michigan
$2.2M -$25.5K -124 -1%
AR
4274
Altar Rock
New York
$2.2M -$806K -3,921 -26%
BWM
4275
Biltmore Wealth Management
Arizona
$2.19M -$60.9K -296 -3%
169 170
171
172 173