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Burke & Herbert Financial Services Corp

Name Holding Trade Value Shares
Change
Change in
Stake
M
101
MOTCO
Texas
$36.5K – – –
HWA
102
HHM Wealth Advisors
Tennessee
$34.9K – – –
Sterling Capital Management
103
Sterling Capital Management
North Carolina
$27K +$25.3K +387 +841%
Amalgamated Bank
104
Amalgamated Bank
New York
$26K – – –
Steward Partners Investment Advisory
105
Steward Partners Investment Advisory
New York
$24.9K – – –
CHC
106
City Holding Co
West Virginia
$18.8K – – –
Arax Advisory Partners
107
Arax Advisory Partners
Colorado
$11.2K -$196 -3 -2%
BLC
108
Brown, Lisle/Cummings
Rhode Island
$9.35K – – –
RS
109
R Squared
Hong Kong
$5.61K +$5.89K +90 New
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.24K -19 -24%
CFGS
111
Concourse Financial Group Securities
Alabama
$3.06K – – –
GAMMA Investing
112
GAMMA Investing
California
$2.74K +$2.42K +37 +529%
SignatureFD
113
SignatureFD
Georgia
$1.82K – – –
RIL
114
Rothschild Investment LLC
Illinois
$1.25K +$1.31K +20 New
US Bancorp
115
US Bancorp
Minnesota
$935 +$981 +15 New
Creative Planning
116
Creative Planning
Kansas
$873 +$916 +14 New
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$748 – – –
IFP Advisors
118
IFP Advisors
Florida
$312 – – –
NewEdge Advisors
119
NewEdge Advisors
Louisiana
$127 – – –
Quantbot Technologies
120
Quantbot Technologies
New York
$62 -$126K -1,933 -100%
Kestra Advisory Services
121
Kestra Advisory Services
Texas
– -$1.93M -31,594 Closed
Jane Street
122
Jane Street
New York
– -$1.14M -18,772 Closed
VF
123
Virtu Financial
New York
– -$526K -8,630 Closed
LPL Financial
124
LPL Financial
California
– -$302K -4,944 Closed
HighTower Advisors
125
HighTower Advisors
Illinois
– -$257K -4,209 Closed