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Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
2126
Signet Financial Management
New Jersey
$811K +$31.5K +340 +4%
GC
2127
Gilbert & Cook
Iowa
$809K +$109K +1,180 +14%
MCM
2128
Marathon Capital Management
Maryland
$807K -$20.4K -220 -2%
WA
2129
WealthTrust Axiom
Pennsylvania
$807K – – –
CST
2130
Charles Schwab Trust
Nevada
$804K +$859K +9,260 New
NCM
2131
Neumann Capital Management
California
$802K – – –
PCA
2132
Peddock Capital Advisors
Massachusetts
$800K – – –
SCP
2133
Shorepoint Capital Partners
Massachusetts
$799K -$16.7K -180 -2%
NQWM
2134
Northwest Quadrant Wealth Management
Oregon
$796K – – –
WAAG
2135
Wealth Alliance Advisory Group
Kansas
$795K -$11.1K -120 -1%
MLFP
2136
MPS Loria Financial Planners
Illinois
$795K +$3.71K +40 +0.4%
BWL
2137
Bogart Wealth LLC
Virginia
$795K +$184K +1,980 +28%
KCM
2138
Kanawha Capital Management
Virginia
$792K -$9.27K -100 -1%
TFO
2139
Tarbox Family Office
California
$788K -$1.85K -20 -0.2%
QCM
2140
Quest Capital Management
Texas
$785K +$53.8K +580 +7%
TCM
2141
Tanaka Capital Management
New York
$783K -$16.7K -180 -2%
MF
2142
Manchester Financial
California
$783K -$11.1K -120 -1%
AMG
2143
Asset Management Group
Connecticut
$781K – – –
FVCM
2144
F&V Capital Management
Florida
$781K – – –
NIC
2145
Northwest Investment Counselors
Oregon
$781K – – –
TF
2146
TimeScale Financial
Massachusetts
$781K +$46.4K +500 +6%
SL
2147
Summitry LLC
California
$781K +$148K +1,600 +22%
MSS
2148
Mitchell Sinkler & Starr
Pennsylvania
$779K -$200K -2,160 -19%
PHIMC
2149
Private Harbour Investment Management & Counsel
Ohio
$779K – – –
BHBT
2150
Burke & Herbert Bank & Trust
Virginia
$778K +$7.42K +80 +0.9%
84 85
86
87 88