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Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1676
Kings Point Capital Management
New York
$1.19M +$15.8K +302 +1%
CGL
1677
Clarius Group LLC
Washington
$1.19M -$128K -2,447 -10%
LA
1678
Latitude Advisors
Florida
$1.19M -$103K -1,978 -8%
TF
1679
Trek Financial
Arizona
$1.19M +$40.4K +774 +4%
RCM
1680
RB Capital Management
Nevada
$1.19M -$115K -2,203 -9%
BHIA
1681
Birch Hill Investment Advisors
Massachusetts
$1.18M -$12.6K -241 -1%
ECM
1682
Evergreen Capital Management
Washington
$1.18M -$1.94M -37,260 -62%
DBG
1683
De Burlo Group
Massachusetts
$1.18M – – –
FMB
1684
Field & Main Bank
Kentucky
$1.18M -$104K -2,000 -8%
BSA
1685
Bull Street Advisors
Georgia
$1.18M -$24.5K -470 -2%
TA
1686
TFG Advisers
Michigan
$1.18M -$98.9K -1,896 -8%
NL
1687
Navalign LLC
California
$1.17M -$25.7K -493 -2%
GA
1688
Greytown Advisors
Florida
$1.17M -$156K -2,998 -12%
MCWA
1689
Meadow Creek Wealth Advisors
Georgia
$1.17M +$1.18M +22,544 New
BOC
1690
Barbara Oil Co
Illinois
$1.17M – – –
IIC
1691
Integrated Investment Consultants
Michigan
$1.16M -$17.6K -338 -1%
CAGAS
1692
Capital Advisory Group Advisory Services
Minnesota
$1.16M -$171K -3,287 -13%
OC
1693
Oarsman Capital
Wisconsin
$1.16M -$1.46K -28 -0.1%
V
1694
VeraBank
Texas
$1.16M – – –
BP
1695
Ballentine Partners
Massachusetts
$1.16M -$91.1K -1,746 -7%
IIL
1696
Insight Inv LLC
California
$1.16M +$1.16M +22,224 New
SCM
1697
Stevens Capital Management
Pennsylvania
$1.16M +$1.16M +22,230 New
CWM
1698
Cornerstone Wealth Management
Missouri
$1.15M +$113K +2,167 +11%
AIL
1699
AGF Investments LLC
Ontario, Canada
$1.15M +$173K +3,320 +18%
PAM
1700
Private Asset Management
California
$1.15M -$23.4K -448 -2%
66 67
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