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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1101
Simplicity Wealth
New Jersey
$870K -$277K -2,930 -24%
ESB
1102
Essex Savings Bank
Connecticut
$869K – – –
RMP
1103
Richards, Merrill & Peterson
Washington
$869K +$146K +1,540 +20%
RC
1104
Rexford Capital
Texas
$867K +$9.45K +100 +1%
SMA
1105
Sage Mountain Advisors
Georgia
$864K -$36.6K -387 -4%
BFO
1106
Boston Family Office
Massachusetts
$864K – – –
JSW
1107
Journey Strategic Wealth
New Jersey
$864K +$47.1K +498 +6%
PA
1108
Probity Advisors
Texas
$857K -$5.11K -54 -0.6%
MAM
1109
Mystic Asset Management
Rhode Island
$856K +$8.51K +90 +1%
RBC
1110
Romano Brothers & Co
Illinois
$855K -$66.2K -700 -7%
GSB
1111
Greenfield Savings Bank
Massachusetts
$853K +$10.2K +108 +1%
WP
1112
Wealthspan Partners
Iowa
$852K -$32.9K -348 -4%
QI
1113
Qtron Investments
Massachusetts
$845K -$656K -6,938 -44%
BHBT
1114
Burke & Herbert Bank & Trust
Virginia
$844K – – –
AWM
1115
Aprio Wealth Management
Georgia
$844K +$140K +1,485 +20%
SWM
1116
SeaCrest Wealth Management
New York
$836K -$754K -7,976 -47%
RWB
1117
RMR Wealth Builders
New Jersey
$835K -$231K -2,441 -22%
RCM
1118
Requisite Capital Management
Texas
$832K +$15.1K +160 +2%
VIM
1119
Vista Investment Management
Pennsylvania
$828K +$44.2K +467 +6%
HIP
1120
Harrell Investment Partners
Texas
$827K +$8.22K +87 +1%
GWCM
1121
Godshalk Welsh Capital Management
Pennsylvania
$821K – – –
CPC
1122
Cookson Peirce & Co
Pennsylvania
$818K +$1.23K +13 +0.2%
IF
1123
IRON Financial
Illinois
$815K +$301K +3,180 +58%
STCOSD
1124
Sageworth Trust Company of South Dakota
South Dakota
$814K -$14.7K -155 -2%
TWM
1125
Tanager Wealth Management
United Kingdom
$812K +$17.6K +186 +2%
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