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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
2076
Caldwell Sutter Capital
California
$592K -$14.7K -43 -3%
WCG
2077
Weaver Consulting Group
California
$591K -$40.1K -117 -7%
3IP
2078
3Chopt Investment Partners
Virginia
$590K +$96.2K +281 +21%
ECAM
2079
East Coast Asset Management
Massachusetts
$590K – – –
SWM
2080
Selective Wealth Management
Virginia
$589K +$550K +1,608 New
CCMG
2081
Clark Capital Management Group
Pennsylvania
$589K +$60.6K +177 +12%
ALA
2082
Atlas Legacy Advisors
California
$588K +$69.8K +204 +14%
FMP
2083
Financial Management Professionals
Texas
$588K +$21.9K +64 +4%
RZH
2084
Relyea Zuckerberg Hanson
Connecticut
$588K +$59.9K +175 +12%
KWM
2085
Kaydan Wealth Management
Michigan
$585K – – –
LBWM
2086
Left Brain Wealth Management
Illinois
$584K -$59.2K -173 -10%
HWA
2087
Heritage Wealth Advisors
Virginia
$582K +$61.6K +180 +13%
DIM
2088
Delta Investment Management
California
$581K -$1.71K -5 -0.3%
MIA
2089
MainStreet Investment Advisors
Illinois
$578K +$97.6K +285 +22%
SIC
2090
Sigma Investment Counselors
Michigan
$578K +$546K +1,595 New
BW
2091
BXM Wealth
Colorado
$577K +$163K +475 +42%
BHBT
2092
Burke & Herbert Bank & Trust
Virginia
$577K -$33.9K -99 -6%
SQA
2093
Simon Quick Advisors
New Jersey
$576K -$14.7K -43 -3%
EV
2094
EJMK Ventures
Illinois
$575K -$40.4K -118 -7%
SFG
2095
Sunburst Financial Group
Alabama
$574K – – –
PIM
2096
Progressive Investment Management
Oregon
$572K – – –
SCA
2097
Sandy Cove Advisors
Massachusetts
$571K +$10.6K +31 +2%
OHWP
2098
Oak Harbor Wealth Partners
North Carolina
$570K -$976K -2,850 -64%
VCAM
2099
Van Cleef Asset Management
Ohio
$569K – – –
AHL
2100
Abel Hall LLC
Louisiana
$569K -$295K -861 -35%