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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1101
Investment Advisory Services
Texas
$459K +$461K +5,644 New
BHBT
1102
Burke & Herbert Bank & Trust
Virginia
$457K – – –
SVWAG
1103
Sound View Wealth Advisors Group
Georgia
$457K – – –
BW
1104
Bison Wealth
Georgia
$455K -$69.2K -846 -13%
CT
1105
Cambridge Trust
Massachusetts
$453K -$187K -2,292 -29%
CCC
1106
Crescent Capital Consulting
Louisiana
$450K – – –
WP
1107
WMS Partners
Maryland
$450K +$17.7K +216 +4%
SFO
1108
Stokes Family Office
Louisiana
$450K +$85.5K +1,046 +23%
OAJ
1109
Ogorek Anthony Joseph
New York
$445K – – –
GWA
1110
GGM Wealth Advisors
Maryland
$445K +$1.88K +23 +0.4%
CIS
1111
Connors Investor Services
Pennsylvania
$444K – – –
MCWS
1112
McKinley Carter Wealth Services
West Virginia
$444K – – –
KIG
1113
Kowal Investment Group
Wisconsin
$444K +$117K +1,436 +36%
SFWC
1114
Strategic Family Wealth Counselors
New Jersey
$442K +$1.96K +24 +0.4%
AIC
1115
Archer Investment Corporation
Indiana
$439K – – –
TFS
1116
TrustCore Financial Services
Tennessee
$434K -$28.7K -351 -6%
CWG
1117
Cornerstone Wealth Group
North Carolina
$434K +$4.01K +49 +1%
SC
1118
Schulhoff & Co
Ohio
$433K – – –
HI
1119
Horizon Investments
North Carolina
$431K -$1.09M -13,295 -71%
OHU
1120
Odey Holdings (UK)
United Kingdom
$431K +$433K +5,300 New
SWA
1121
Sutton Wealth Advisors
Florida
$429K – – –
HI
1122
Humankind Investments
New York
$426K +$160K +1,957 +60%
SLF
1123
Sun Life Financial
Ontario, Canada
$424K -$54.4K -665 -11%
PSP
1124
Principal Street Partners
Tennessee
$423K -$376K -4,593 -47%
LNWTC
1125
Laird Norton Wetherby Trust Company
Washington
$422K -$20K -245 -5%
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