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Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
1401
Legacy Capital Group California
California
$255K -$6.87K -120 -3%
EPA
1402
Element Pointe Advisors
Florida
$255K -$8.59K -150 -3%
ABLA
1403
Alan B. Lancz & Associates
Ohio
$254K -$43K -750 -15%
LG
1404
LaFleur & Godfrey
Michigan
$254K – – –
RL
1405
Rogco LP
Oklahoma
$254K +$144K +2,510 +154%
MMM
1406
Mendel Money Management
Illinois
$254K +$37.3K +652 +19%
BPWM
1407
Badgley Phelps Wealth Managers
Washington
$253K +$16.4K +286 +7%
ACM
1408
Adalta Capital Management
New York
$253K +$236K +4,125 New
OFS
1409
OneAscent Financial Services
Alabama
$253K -$16K -280 -6%
WA1
1410
Wimmer Associates 1
California
$253K -$5.73K -100 -2%
AC
1411
Avory & Company
Florida
$253K +$236K +4,114 New
CST
1412
Charles Schwab Trust
Nevada
$252K -$12.4K -216 -5%
LC
1413
Lindbrook Capital
California
$252K +$82.4K +1,438 +54%
AGM
1414
Alpine Global Management
New York
$251K +$235K +4,094 New
PPW
1415
Parcion Private Wealth
Washington
$250K – – –
KCM
1416
KRS Capital Management
Michigan
$249K -$126K -2,204 -35%
FSCM
1417
Front Street Capital Management
Montana
$248K -$14.5K -253 -6%
ONB
1418
Old National Bancorp
Indiana
$248K -$59.3K -1,036 -20%
SMC
1419
Smith, Moore & Co
Missouri
$248K -$93.9K -1,639 -29%
CMS
1420
Capital Market Strategies
Florida
$247K -$56.7K -990 -20%
HI
1421
Humankind Investments
New York
$247K +$9.11K +159 +4%
IEFM
1422
IQ EQ Fund Management
Ireland
$245K +$19.1K +334 +9%
AIM
1423
Arcadia Investment Management
Michigan
$244K -$471K -8,220 -67%
MSS
1424
Mitchell Sinkler & Starr
Pennsylvania
$244K +$227K +3,971 New
CAG
1425
Csenge Advisory Group
Florida
$244K -$68.5K -1,196 -23%
55 56
57
58 59