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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1651
Ascent Group
Virginia
$481K +$78K +586 +16%
BDF
1652
Balasa Dinverno & Foltz
$479K -$241K -1,812 -30%
TFP
1653
Tilia Fiduciary Partners
North Carolina
$479K +$47.1K +354 +9%
RA
1654
RFG Advisory
Alabama
$479K +$76.5K +575 +16%
KWA
1655
KCS Wealth Advisory
California
$479K +$124K +935 +29%
AC
1656
Apogem Capital
New York
$479K +$551K +4,138 New
SMC
1657
Smith, Moore & Co
Missouri
$477K +$119K +893 +28%
TIS
1658
Tortoise Index Solutions
Kansas
$477K +$196K +1,471 +55%
CSPIA
1659
Cary Street Partners Investment Advisory
Virginia
$477K +$213K +1,597 +63%
WBG
1660
Wharton Business Group
Pennsylvania
$475K +$2.66K +20 +0.5%
WP
1661
WealthPLAN Partners
Nebraska
$475K +$88K +661 +14%
GS
1662
Gagnon Securities
New York
$475K +$178K +1,338 +48%
WIM
1663
WealthPlan Investment Management
Nebraska
$475K +$719K +5,405 New
BHBT
1664
Burke & Herbert Bank & Trust
Virginia
$473K -$92.8K -697 -15%
PCMC
1665
Private Capital Management (Colorado)
Colorado
$473K +$186K +1,401 +52%
AWM
1666
Avaii Wealth Management
Wisconsin
$469K +$95.4K +717 +21%
CC
1667
Courier Capital
New York
$468K +$13.3K +100 +3%
GTAM
1668
Global Trust Asset Management
Florida
$467K +$224K +1,683 +72%
MSAM
1669
Moloney Securities Asset Management
Missouri
$466K -$28.1K -211 -5%
EI
1670
Ellevest Inc
New York
$465K +$171K +1,282 +47%
RCM
1671
Ratan Capital Management
Florida
$463K -$7.99M -60,000 -94%
DCM
1672
Dupont Capital Management
Delaware
$463K -$3.98M -29,878 -88%
IIM
1673
Intact Investment Management
Quebec, Canada
$463K -$279K -2,100 -34%
SWA
1674
SFMG Wealth Advisors
Texas
$461K +$19.3K +145 +4%
LFM
1675
LGT Fund Management
Liechtenstein
$461K +$113K +850 +27%
65 66
67
68 69