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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1351
HBK Sorce Advisory
Pennsylvania
$8.56M +$95.7K +298 +1%
SW
1352
Simplicity Wealth
New Jersey
$8.56M +$1.75M +5,453 +28%
HVP
1353
Hudson Value Partners
Florida
$8.54M +$347K +1,081 +5%
FCM
1354
Fortis Capital Management
Washington
$8.45M +$255K +794 +3%
ZEP
1355
Zeno Equity Partners
United Kingdom
$8.43M +$7.88M +24,557 New
IB
1356
Intrust Bank
Kansas
$8.4M -$150K -467 -2%
PP
1357
Pacifica Partners
Canada
$8.37M -$85.7K -267 -1%
DIM
1358
DLK Investment Management
California
$8.37M +$251K +782 +3%
CWA
1359
Clarity Wealth Advisors
California
$8.37M +$172K +535 +2%
DAM
1360
Diamant Asset Management
Connecticut
$8.36M +$30.5K +95 +0.4%
HPIA
1361
Hamilton Point Investment Advisors
North Carolina
$8.34M -$25K -78 -0.3%
RCA
1362
Resonant Capital Advisors
Wisconsin
$8.32M +$96.6K +301 +1%
LP
1363
LMR Partners
United Kingdom
$8.27M -$5.25M -16,349 -40%
SCM
1364
Spring Capital Management
Texas
$8.27M +$27.6K +86 +0.4%
CANC
1365
Culbertson A N & Co
Virginia
$8.26M +$40.1K +125 +0.5%
CIG
1366
Consolidated Investment Group
Colorado
$8.26M – – –
SW
1367
StrongBox Wealth
Missouri
$8.25M +$63.6K +198 +0.8%
BIM
1368
Baldwin Investment Management
Pennsylvania
$8.22M +$833K +2,596 +12%
ECM
1369
EagleClaw Capital Management
Massachusetts
$8.22M +$32.1K +100 +0.4%
ECM
1370
Explore Capital Management
Delaware
$8.2M – – –
TFA
1371
Teamwork Financial Advisors
Texas
$8.2M +$247K +768 +3%
HIM
1372
Hillsdale Investment Management
Ontario, Canada
$8.19M -$157K -490 -2%
FM
1373
Foster & Motley
Ohio
$8.19M +$7.06K +22 +0.1%
AU
1374
Algebris (UK)
United Kingdom
$8.18M +$7.67M +23,906 New
CT
1375
Chicago Trust
Illinois
$8.16M -$361K -1,125 -5%
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