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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1751
Northside Capital Management
Oregon
$385K – – –
ICP
1752
Interchange Capital Partners
Pennsylvania
$385K +$152K +2,068 +63%
CPA
1753
Capital Performance Advisors
California
$385K -$96.2K -1,312 -20%
RCAG
1754
Rehmann Capital Advisory Group
Michigan
$385K +$29.1K +397 +8%
CFGW
1755
Chancellor Financial Group WB
Pennsylvania
$384K +$47.6K +649 +14%
MAG
1756
M3 Advisory Group
Massachusetts
$382K -$26.8K -365 -6%
RZH
1757
Relyea Zuckerberg Hanson
Connecticut
$381K -$27.1K -369 -7%
LI
1758
Latash Investments
Alaska
$381K – – –
HIS
1759
Horizon Investment Services
Indiana
$380K – – –
SWMP
1760
Signature Wealth Management Partners
New Jersey
$380K – – –
AO
1761
Advisor OS
Illinois
$379K -$95K -1,296 -20%
BFF
1762
Byrne Financial Freedom
Massachusetts
$378K -$3.15K -43 -0.8%
OFG
1763
Oxford Financial Group
Indiana
$378K -$1.47K -20 -0.4%
ET
1764
Equitable Trust
Tennessee
$376K -$2.71K -37 -0.7%
SAG
1765
SageView Advisory Group
California
$375K +$48.2K +657 +14%
CICI
1766
Capital Investment Counsel Inc
North Carolina
$372K – – –
PA
1767
ProCore Advisors
California
$371K +$101K +1,372 +36%
BFPW
1768
BOK Financial Private Wealth
Colorado
$370K -$105K -1,427 -22%
RCS
1769
R2 Capital Strategies
Nebraska
$370K +$376K +5,126 New
VWM
1770
Vigil Wealth Management
Florida
$369K – – –
NCTC
1771
New Covenant Trust Company
Indiana
$368K +$159K +2,165 +74%
BDL
1772
Banque de Luxembourg
Luxembourg
$366K +$13.9K +190 +4%
SCM
1773
Sterneck Capital Management
Missouri
$366K +$7.92K +108 +2%
KCP
1774
Kera Capital Partners
California
$363K +$67K +914 +22%
CWP
1775
Cyndeo Wealth Partners
Florida
$363K -$3.67K -50 -1%
69 70
71
72 73