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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2301
KB Financial Partners
New Jersey
$246K +$31.5K +111 +13%
AFAS
2302
Acorn Financial Advisory Services
Virginia
$246K +$269K +947 New
HWA
2303
HHM Wealth Advisors
Tennessee
$245K +$2.27K +8 +0.9%
BCM
2304
BTR Capital Management
California
$244K – – –
NPF
2305
Norris Perne & French
Michigan
$244K – – –
DMBA
2306
Deseret Mutual Benefit Administrators
Utah
$243K -$58.4K -206 -18%
APG
2307
Abacus Planning Group
South Carolina
$243K -$851 -3 -0.3%
SSW
2308
Smith Shellnut Wilson
Mississippi
$243K +$35.5K +125 +15%
CCA
2309
Column Capital Advisors
Indiana
$242K -$3.97K -14 -1%
JC
2310
JB Capital
Connecticut
$242K +$264K +931 New
GF
2311
Gries Financial
Ohio
$241K -$11.6K -41 -4%
CIC
2312
Cornercap Investment Counsel
Georgia
$241K – – –
SWA
2313
Sax Wealth Advisors
New Jersey
$240K +$1.99K +7 +0.8%
EBA
2314
Eagle Bay Advisors
New York
$240K +$38K +134 +17%
ABTD
2315
Arvest Bank Trust Division
Oklahoma
$240K +$40.9K +144 +18%
SQA
2316
Simon Quick Advisors
New Jersey
$240K +$79.4K +280 +43%
AWP
2317
Abacus Wealth Partners
California
$240K -$11.3K -40 -4%
BAM
2318
Bruderman Asset Management
New York
$238K +$851 +3 +0.3%
MFG
2319
Menard Financial Group
Texas
$238K +$47.7K +168 +22%
VFPI
2320
Vantage Financial Partners (Illinois)
Illinois
$238K +$260K +915 New
HC
2321
Hamilton Capital
Ohio
$238K +$260K +916 New
LGA
2322
Lebenthal Global Advisors
New York
$237K -$239K -844 -48%
AAS
2323
Annex Advisory Services
Wisconsin
$237K -$27.5K -97 -10%
BA
2324
Bellwether Advisors
Nebraska
$234K +$78.3K +276 +44%
CCFM
2325
Clear Creek Financial Management
Washington
$233K -$17.9K -63 -7%
91 92
93
94 95