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Burke & Herbert Financial Services Corp

Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$976K +$878K +13,576 New
WMA
77
Wealth Management Associates
New Jersey
$961K +$865K +13,369 New
Brown Advisory
78
Brown Advisory
Maryland
$949K +$854K +13,200 New
Vanguard Asset Management
79
Vanguard Asset Management
$946K +$235K +3,633 +38%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$874K -$59.4K -918 -7%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$871K -$49.8K -770 -6%
DC
82
Davenport & Co
Virginia
$862K +$245K +3,794 +46%
MP
83
Mangrove Partners
Connecticut
$793K +$475K +7,342 +199%
SAMT
84
Select Asset Management & Trust
Pennsylvania
$778K +$701K +10,831 New
Ameriprise
85
Ameriprise
Minnesota
$771K -$11.7K -181 -2%
QA
86
Quattro Advisors
Pennsylvania
$767K -$40.9K -633 -6%
HAM
87
HoldCo Asset Management
Florida
$753K
Rafferty Asset Management
88
Rafferty Asset Management
New York
$735K +$108K +1,670 +20%
Osaic Holdings
89
Osaic Holdings
Arizona
$717K +$393K +6,080 +156%
PTC
90
Philadelphia Trust Company
Pennsylvania
$708K
MIM
91
MetLife Investment Management
New Jersey
$682K +$115K +1,785 +23%
PRCP
92
Pacific Ridge Capital Partners
Oregon
$661K +$230K +3,553 +63%
SG Americas Securities
93
SG Americas Securities
New York
$640K +$352K +5,448 +157%
Voloridge Investment Management
94
Voloridge Investment Management
Florida
$626K +$563K +8,711 New
JWCA
95
J.W. Cole Advisors
Florida
$610K +$549K +8,483 New
AUB
96
Atlantic Union Bankshares
Virginia
$608K +$69.7K +1,077 +15%
LPL Financial
97
LPL Financial
California
$601K +$116K +1,792 +27%
STA
98
Summit Trail Advisors
New York
$594K +$535K +8,268 New
MWM
99
Modera Wealth Management
New Jersey
$589K +$64.7K +1,000 +14%
SSA
100
Schonfeld Strategic Advisors
New York
$584K +$526K +8,133 New