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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1326
WP Advisors
California
$8.89M +$210K +615 +2%
BZWA
1327
Blue Zone Wealth Advisors
California
$8.88M +$78K +229 +0.9%
VAS
1328
Valicenti Advisory Services
New York
$8.88M +$10.9K +32 +0.1%
MGAM
1329
McGowan Group Asset Management
Texas
$8.87M +$62K +182 +0.7%
VR
1330
Vision Retirement
New Jersey
$8.86M +$8.6M +25,249 New
ECM
1331
Evergreen Capital Management
Washington
$8.83M -$35.8K -105 -0.4%
EFS
1332
Essex Financial Services
Connecticut
$8.82M -$12.9K -38 -0.2%
CAM
1333
Costello Asset Management
Pennsylvania
$8.8M +$1.15M +3,384 +16%
RFWA
1334
RPg Family Wealth Advisory
Massachusetts
$8.79M -$15K -44 -0.2%
CA
1335
Claar Advisors
New York
$8.77M +$22.1K +65 +0.3%
FCP
1336
Fidelis Capital Partners
Florida
$8.76M -$515K -1,511 -6%
NFC
1337
Northstar Financial Companies
Pennsylvania
$8.73M +$362K +1,062 +4%
BAM
1338
Bell Asset Management
Australia
$8.7M +$931K +2,734 +12%
SS
1339
Sunbelt Securities
Texas
$8.69M -$215K -631 -2%
STAS
1340
Strong Tower Advisory Services
Minnesota
$8.66M +$644K +1,889 +8%
MYA
1341
Meiji Yasuda America
New York
$8.66M +$8.41M +24,687 New
DAM
1342
Diamant Asset Management
Connecticut
$8.63M -$341K -1,000 -4%
HCA
1343
Harbor Capital Advisors
Illinois
$8.63M -$12.3K -36 -0.1%
HPIA
1344
Hamilton Point Investment Advisors
North Carolina
$8.61M +$31K +91 +0.4%
SC
1345
Searle & Co
Connecticut
$8.6M -$6.81K -20 -0.1%
CM
1346
Caption Management
Oklahoma
$8.59M -$1.36M -4,000 -14%
VIP
1347
Vantage Investment Partners
Missouri
$8.55M – – –
FM
1348
Foster & Motley
Ohio
$8.52M -$405K -1,189 -5%
TC
1349
Tenere Capital
New York
$8.51M -$26.1M -76,717 -76%
GLA
1350
Great Lakes Advisors
Illinois
$8.49M -$176K -518 -2%
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