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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
3001
New World Advisors
Massachusetts
$893K -$59.2K -184 -6%
FAMI
3002
Fideuram Asset Management (Ireland)
$892K -$10.2M -31,728 -92%
IP
3003
Investment Partners
Ohio
$891K -$397K -1,235 -30%
MFWP
3004
Mosaic Family Wealth Partners
Missouri
$888K +$401K +1,246 +74%
BFG
3005
Birch Financial Group
New Hampshire
$887K -$330K -1,027 -26%
I
3006
INVST
Indiana
$885K -$245K -762 -21%
DCM
3007
Dimension Capital Management
Florida
$885K -$170K -529 -15%
MIP
3008
Marietta Investment Partners
Wisconsin
$885K – – –
FI
3009
Finivi Inc
Massachusetts
$883K +$45.7K +142 +5%
WG
3010
Wealth Group
North Carolina
$883K +$54.3K +169 +6%
BF
3011
Brucke Financial
Indiana
$881K +$153K +475 +19%
KFI
3012
Key Financial Inc
Pennsylvania
$878K +$41.8K +130 +5%
RLIM
3013
Red Lighthouse Investment Management
New York
$878K +$231K +718 +33%
CG
3014
Cynosure Group
Utah
$873K -$415K -1,291 -31%
CG
3015
Clarus Group
Texas
$873K -$9.65K -30 -1%
AA
3016
Apriem Advisors
California
$873K +$65.6K +204 +8%
MG
3017
Marex Group
$873K +$417K +1,298 +82%
AF
3018
Align Financial
Minnesota
$869K +$1.29K +4 +0.1%
PHAM
3019
Palisades Hudson Asset Management
Florida
$868K – – –
TCM
3020
TruNorth Capital Management
Michigan
$866K -$24.4K -76 -3%
LRIA
3021
Leonard Rickey Investment Advisors
Washington
$864K -$17K -53 -2%
CCA
3022
Coign Capital Advisors
Utah
$863K +$20.6K +64 +2%
SF
3023
Seek First
California
$861K +$1.61K +5 +0.2%
BHBT
3024
Burke & Herbert Bank & Trust
Virginia
$860K -$211K -657 -19%
HWMO
3025
Heritage Wealth Management (Ohio)
Ohio
$858K – – –
119 120
121
122 123