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Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
2301
Field & Main Bank
Kentucky
$595K +$664K +1,992 +653%
WC
2302
Weil Company
California
$595K -$434K -1,301 -36%
KGP
2303
Keystone Global Partners
Colorado
$594K +$764K +2,292 New
SICM
2304
Sustainable Insight Capital Management
New York
$593K +$66.7K +200 +10%
WPP
2305
Whalerock Point Partners
Rhode Island
$593K +$138K +415 +22%
CAGAS
2306
Capital Advisory Group Advisory Services
Minnesota
$593K -$162K -487 -18%
WIC
2307
Woodmont Investment Counsel
Tennessee
$590K -$200K -599 -21%
BFO
2308
Biltmore Family Office
North Carolina
$590K -$5.33K -16 -0.7%
2L
2309
25 LLC
Missouri
$590K +$759K +2,276 New
LWM
2310
LeConte Wealth Management
Tennessee
$590K +$758K +2,275 New
KDA
2311
Kraft Davis & Associates
Missouri
$588K +$329K +988 +66%
JBA
2312
Johnson Bixby & Associates
Washington
$587K -$100K -300 -12%
RC
2313
Rahlfs Capital
Texas
$587K +$403K +1,210 +115%
MWP
2314
Meridian Wealth Partners
Pennsylvania
$586K +$333 +1 +0%
DCM
2315
Donaldson Capital Management
Indiana
$586K -$2.61M -7,825 -78%
MA
2316
Montag & Associates
Georgia
$586K -$19K -57 -2%
LGG
2317
Luts & Greenleigh Group
Maryland
$586K +$62.7K +188 +9%
FWM
2318
FMB Wealth Management
California
$585K +$27.3K +82 +4%
VPI
2319
Value Partners Investments
Manitoba, Canada
$584K -$15K -45 -2%
VFA
2320
Voya Financial Advisors
Connecticut
$582K -$76K -228 -9%
NC
2321
NovaPoint Capital
Georgia
$581K +$41K +123 +6%
JF
2322
JSF Financial
California
$580K +$107K +322 +17%
ATIA
2323
American Trust Investment Advisors
New Hampshire
$578K +$6.67K +20 +0.9%
EA
2324
Echo45 Advisors
California
$578K +$330K +989 +80%
HP
2325
Holistic Planning
Texas
$577K +$104K +313 +16%
91 92
93
94 95