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Name Holding Trade Value Shares
Change
Change in
Stake
SGK
2301
Steigerwald Gordon & Koch
Virginia
$905K +$304K +3,440 +54%
BWA
2302
Burt Wealth Advisors
Maryland
$904K
KCM
2303
Kanawha Capital Management
Virginia
$904K +$58.4K +660 +7%
BWL
2304
Bogart Wealth LLC
Virginia
$902K +$53.1K +600 +7%
VCM
2305
Vivaldi Capital Management
Illinois
$900K -$481K -5,440 -36%
TFO
2306
Tarbox Family Office
California
$898K +$56.6K +640 +7%
SAM
2307
Sycomore Asset Management
France
$895K +$531K +6,000 +162%
PEA
2308
Pacific Edge Advisors
California
$893K +$119K +1,340 +16%
EI
2309
Ellevest Inc
New York
$893K +$232K +2,620 +37%
EIA
2310
Edgemoor Investment Advisors
Maryland
$891K
LFA
2311
Legend Financial Advisors
Pennsylvania
$889K -$69K -780 -8%
HFM
2312
Hartford Financial Management
Connecticut
$889K
FC
2313
Fusion Capital
South Carolina
$889K +$851K +9,620 New
MIM
2314
Marco Investment Management
Georgia
$885K
OAM
2315
Occidental Asset Management
California
$883K +$301K +3,400 +55%
TA
2316
Trellis Advisors
Washington
$881K -$15.9K -180 -2%
TFA
2317
Toth Financial Advisory
Virginia
$881K -$7.08K -80 -0.8%
CW
2318
CreativeOne Wealth
Kansas
$881K +$67.3K +760 +9%
ACA
2319
Affinity Capital Advisors
California
$881K +$844K +9,540 New
TBA
2320
Tower Bridge Advisors
Pennsylvania
$880K -$751K -8,480 -47%
WWM
2321
WJ Wealth Management
Arizona
$876K +$839K +9,480 New
EWM
2322
Endurance Wealth Management
Rhode Island
$874K +$421K +4,760 +101%
PGA
2323
Portland Global Advisors
Maine
$872K -$1.77K -20 -0.2%
FVCM
2324
F&V Capital Management
Florida
$872K +$38.9K +440 +5%
HFA
2325
Hoover Financial Advisors
Pennsylvania
$872K +$159K +1,800 +24%