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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2251
Wedgewood Investors
Pennsylvania
$346K +$5.19K +250 +2%
QCM
2252
Quest Capital Management
Texas
$346K +$21.4K +1,030 +7%
FC
2253
Fusion Capital
South Carolina
$344K +$36.5K +1,760 +12%
UBV
2254
United Bank (Virginia)
Virginia
$344K +$49.8K +2,400 +17%
NWA
2255
New World Advisors
Massachusetts
$343K -$2.17M -104,510 -87%
CIM
2256
Contravisory Investment Management
Massachusetts
$342K -$11.4K -550 -3%
BAM
2257
Brave Asset Management
New Jersey
$342K +$415 +20 +0.1%
SWA
2258
Sax Wealth Advisors
New Jersey
$342K +$31.1K +1,500 +10%
AFA
2259
American Financial Advisors
Georgia
$342K +$45.1K +2,170 +15%
BCM
2260
Becker Capital Management
Oregon
$340K +$23.9K +1,150 +8%
RWM
2261
Rench Wealth Management
Texas
$339K +$340K +16,360 New
LWM
2262
Lionsbridge Wealth Management
Florida
$339K +$341K +16,400 New
AA
2263
ALPS Advisors
Colorado
$338K -$191K -9,180 -36%
FA
2264
Fermata Advisors
California
$338K +$48.6K +2,340 +17%
JAM
2265
JCIC Asset Management
Ontario, Canada
$337K -$31.6K -1,520 -9%
MIC
2266
Meridian Investment Counsel
California
$336K +$831 +40 +0.2%
HTC
2267
Haverford Trust Company
Pennsylvania
$334K +$335K +16,130 New
TFA
2268
Trinity Financial Advisors
Ohio
$333K -$235K -11,300 -41%
MWM
2269
Modera Wealth Management
New Jersey
$333K +$92.2K +4,440 +38%
OFS
2270
OneAscent Financial Services
Alabama
$332K +$333K +16,030 New
PCC
2271
Park Circle Company
Maryland
$331K – – –
EGA
2272
Eagle Global Advisors
Texas
$331K +$8.31K +400 +3%
MA
2273
Modus Advisors
Minnesota
$330K +$45.9K +2,210 +16%
CHA
2274
Carmichael Hill & Associates
Maryland
$330K +$75.6K +3,640 +30%
CSIA
2275
Charles Schwab Investment Advisory
California
$328K +$40.1K +1,930 +14%
89 90
91
92 93