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Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
876
Gamble Jones Investment Counsel
California
$1.52M -$42.3K -175 -3%
CIA
877
Choate Investment Advisors
Massachusetts
$1.51M -$179K -739 -10%
TCM
878
Tandem Capital Management
New Jersey
$1.51M – – –
WP
879
WealthSource Partners
California
$1.51M +$188K +777 +14%
SPP
880
Single Point Partners
Massachusetts
$1.51M +$1.53M +6,309 New
CCP
881
Cunning Capital Partners
North Carolina
$1.5M – – –
TPCW
882
TD Private Client Wealth
New York
$1.5M -$189K -780 -11%
CI
883
Conning Inc
Connecticut
$1.5M -$208K -862 -12%
WT
884
Washington Trust
Rhode Island
$1.49M -$18.6K -77 -1%
RWB
885
RMR Wealth Builders
New Jersey
$1.49M -$125K -516 -8%
BHBT
886
Burke & Herbert Bank & Trust
Virginia
$1.49M -$78.1K -323 -5%
RIA
887
Realta Investment Advisors
Delaware
$1.48M -$50.8K -210 -3%
WCG
888
Weaver Consulting Group
California
$1.48M +$85.3K +353 +6%
WSTAM
889
Wilbanks Smith & Thomas Asset Management
Virginia
$1.48M -$6.04K -25 -0.4%
CGL
890
Clarius Group LLC
Washington
$1.48M +$84.4K +349 +6%
QT
891
Quantbot Technologies
New York
$1.48M -$320K -1,324 -18%
RC
892
Roundview Capital
New Jersey
$1.47M -$111K -459 -7%
OWA
893
Octavia Wealth Advisors
Ohio
$1.47M +$7.98K +33 +0.5%
GCGDR
894
Geo Capital Gestora de Recursos
Brazil
$1.47M +$1.48M +6,120 New
SMC
895
Smith, Moore & Co
Missouri
$1.47M +$36.5K +151 +3%
VWA
896
Visionary Wealth Advisors
Illinois
$1.46M +$107K +441 +8%
PK
897
Pflug Koory
Nebraska
$1.46M +$16K +66 +1%
AI
898
AXS Investments
New York
$1.46M +$85.1K +352 +6%
WKWM
899
Walter & Keenan Wealth Management
Indiana
$1.45M -$387K -1,600 -21%
AWM
900
Altium Wealth Management
New York
$1.45M +$27.1K +112 +2%
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