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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1326
Westmount Partners
California
$787K -$51.3K -240 -7%
TCM
1327
Tufton Capital Management
Maryland
$786K +$28.9K +135 +5%
SR
1328
Syntax Research
Florida
$786K -$38.1K -178 -6%
HWP
1329
Highline Wealth Partners
California
$786K – – –
MP
1330
McDonald Partners
Ohio
$785K -$1.28K -6 -0.2%
HAG
1331
HF Advisory Group
Maryland
$785K +$71.4K +334 +12%
ACM
1332
Allred Capital Management
Texas
$785K +$1.07K +5 +0.2%
CVA
1333
Central Valley Advisors
California
$782K +$642K +3,001 New
EL
1334
EMFO LLC
Florida
$782K +$214K +1,000 +50%
MWM
1335
Massachusetts Wealth Management
Massachusetts
$775K +$53.5K +250 +9%
SIM
1336
Sentry Investment Management
Wisconsin
$775K -$68.4K -320 -10%
SP
1337
Stonebrook Private
Michigan
$775K +$635K +2,971 New
PD
1338
Planning Directions
Pennsylvania
$774K -$21.4K -100 -3%
TGAM
1339
TBH Global Asset Management
Tennessee
$774K +$16K +75 +3%
BHBT
1340
Burke & Herbert Bank & Trust
Virginia
$771K – – –
CCG
1341
Chatham Capital Group
Georgia
$770K – – –
SWA
1342
SFMG Wealth Advisors
Texas
$770K +$13.7K +64 +2%
NAS
1343
NWF Advisory Services
California
$769K +$52.6K +246 +9%
MA
1344
MKT Advisors
California
$769K -$1.07K -5 -0.2%
RMDI
1345
R.M. Davis Inc
Maine
$767K +$11.1K +52 +2%
FF
1346
Friedenthal Financial
New Jersey
$767K +$629K +2,941 New
NFA
1347
Northern Financial Advisors
Michigan
$765K +$87.9K +411 +16%
SIC
1348
SJS Investment Consulting
Ohio
$765K +$25.7K +120 +4%
TFA
1349
Toth Financial Advisory
Virginia
$759K – – –
VNA
1350
Valley National Advisers
Pennsylvania
$758K +$2.14K +10 +0.3%
52 53
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