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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFP
3126
Charles Carroll Financial Partners
Massachusetts
$934K +$29K +300 +3%
DI
3127
DAGCO Inc
Ohio
$932K +$79K +818 +10%
MKC
3128
M. Kraus & Co
Vermont
$932K +$24.3K +251 +3%
TFO
3129
Tarbox Family Office
California
$931K +$5.41K +56 +0.6%
AFG
3130
Atomi Financial Group
New York
$929K +$869K +8,991 New
KSWA
3131
Kathleen S. Wright Associates
Pennsylvania
$928K -$544K -5,630 -39%
MGIA
3132
Matthew Goff Investment Advisor
Texas
$928K -$44.4K -460 -5%
AFM
3133
Andesa Financial Management
Pennsylvania
$925K +$579K +5,992 +79%
PG
3134
Patten Group
Tennessee
$921K -$30K -310 -3%
LWM
3135
Lodestone Wealth Management
Washington
$920K +$3.29K +34 +0.4%
BHBT
3136
Burke & Herbert Bank & Trust
Virginia
$918K -$29K -300 -3%
GWM
3137
GSB Wealth Management
Connecticut
$918K -$3.96K -41 -0.5%
IPGDR
3138
Investidor Profissional Gestao de Recursos
Brazil
$917K -$11.1M -114,939 -93%
VW
3139
Vance Wealth
California
$916K +$236K +2,442 +38%
FA
3140
Fountainhead AM
New Jersey
$916K -$59.8K -619 -7%
WPA
3141
West Paces Advisors
Georgia
$915K -$38.1K -394 -4%
BCM
3142
Barden Capital Management
Texas
$915K -$15.3K -158 -2%
CIC
3143
Crawford Investment Counsel
Georgia
$914K +$86.5K +895 +11%
UOC
3144
UBS O'Connor
Illinois
$914K +$855K +8,847 New
AAF
3145
Andra AP-fonden
Sweden
$909K -$1.12M -11,600 -57%
BOC
3146
Barbara Oil Co
Illinois
$909K – – –
DW
3147
Domani Wealth
Pennsylvania
$909K -$71.7K -742 -8%
EMG
3148
ETF Managers Group
New Jersey
$907K -$53.7K -556 -6%
LWMG
3149
Levy Wealth Management Group
Pennsylvania
$907K +$187K +1,937 +28%
CFO
3150
Collective Family Office
Pennsylvania
$907K -$7.15K -74 -0.8%
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