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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1151
Burney Company
Virginia
$855K +$6.32K +353 +0.8%
CIC
1152
Carnegie Investment Counsel
Ohio
$854K -$1.32M -73,511 -61%
IAS
1153
Insigneo Advisory Services
Florida
$853K +$829K +46,332 New
AUB
1154
Atlantic Union Bankshares
Virginia
$852K -$289K -16,155 -26%
CFA
1155
Compass Financial Advisors
Indiana
$851K +$357K +19,944 +76%
KCM
1156
Kempner Capital Management
Texas
$850K – – –
CWP
1157
Core Wealth Partners
California
$849K +$193K +10,771 New
BI
1158
Ballast Inc
Kentucky
$848K -$27.4K -1,531 -3%
CGL
1159
Clarius Group LLC
Washington
$845K +$304K +16,975 +59%
SCM
1160
Spring Capital Management
Texas
$845K -$95.2K -5,317 -10%
SWA
1161
Sax Wealth Advisors
New Jersey
$843K +$31.6K +1,766 +4%
TWA
1162
TCI Wealth Advisors
Arizona
$843K -$88.6K -4,951 -10%
BJL
1163
Brighton Jones LLC
Washington
$839K +$102K +5,717 +14%
CC
1164
Chicago Capital
Illinois
$837K -$36.4K -2,033 -4%
FCA
1165
FLC Capital Advisors
California
$837K +$79K +4,415 +11%
EA
1166
Eudaimonia Advisors
Tennessee
$834K +$343K +19,159 +73%
LBC
1167
Lowe Brockenbrough & Co
Virginia
$834K +$40.2K +2,248 +5%
TC
1168
Titleist Capital
Texas
$833K +$5.5K +307 +0.7%
WAM
1169
Walker Asset Management
Missouri
$833K +$1.15K +64 +0.1%
WIM
1170
WealthPlan Investment Management
Nebraska
$831K +$179K +10,015 +30%
LSAG
1171
Lake Street Advisors Group
New Hampshire
$831K +$203K +11,316 +33%
WP
1172
WealthPLAN Partners
Nebraska
$827K +$773K +43,164 New
BP
1173
Ballentine Partners
Massachusetts
$826K +$232K +12,980 +41%
DEM
1174
Disciplined Equity Management
Florida
$825K -$18.4K -1,030 -2%
CPA
1175
Court Place Advisors
Maryland
$825K -$153K -8,525 -16%
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