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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
926
Weik Capital Management
Pennsylvania
$1.18M -$12.9K -62 -1%
DP
927
Dearborn Partners
Illinois
$1.18M -$23.3K -112 -2%
AFM
928
Abbot Financial Management
Massachusetts
$1.17M -$62.3K -300 -5%
CGL
929
Clarius Group LLC
Washington
$1.17M +$53K +255 +5%
CWA
930
Consilium Wealth Advisory
Texas
$1.17M -$125K -601 -10%
LG
931
LAM Group
Oregon
$1.17M – – –
ZIG
932
Zullo Investment Group
Pennsylvania
$1.17M +$24.1K +116 +2%
PNC
933
Park National Corp
Ohio
$1.17M -$21.6K -104 -2%
EB
934
Eastern Bank
Massachusetts
$1.17M -$21.6K -104 -2%
PWM
935
Perigon Wealth Management
California
$1.17M +$61.1K +294 +6%
WFS
936
Widmann Financial Services
Maryland
$1.16M -$3.12K -15 -0.3%
MFS
937
Madrona Financial Services
Washington
$1.16M +$107K +516 +10%
FHB
938
First Hawaiian Bank
Hawaii
$1.16M +$64.6K +311 +6%
WANY
939
Wealthspire Advisors (New York)
New York
$1.15M -$215K -1,033 -16%
AWAP
940
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.15M – – –
9WM
941
9258 Wealth Management
Ohio
$1.15M +$4.99K +24 +0.4%
BWA
942
BDO Wealth Advisors
Florida
$1.15M -$1.87M -9,000 -62%
RCG
943
Regatta Capital Group
California
$1.14M – – –
DWT
944
Dorsey & Whitney Trust
South Dakota
$1.14M -$48.8K -235 -4%
MC
945
Martin & Co
Tennessee
$1.14M -$29.7K -143 -3%
ACM
946
Alta Capital Management
Utah
$1.13M – – –
PFA
947
Pure Financial Advisors
California
$1.13M +$96.4K +464 +10%
BHBT
948
Burke & Herbert Bank & Trust
Virginia
$1.12M -$34.3K -165 -3%
SFP
949
Sandbox Financial Partners
Maryland
$1.12M +$2.29K +11 +0.2%
HVM
950
Harvest Volatility Management
Connecticut
$1.12M -$43.4K -209 -4%
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