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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1276
Portside Wealth Group
Utah
$4.72M -$1.77M -16,893 -30%
AIM
1277
Advyzon Investment Management
Illinois
$4.71M -$480K -4,589 -10%
DA
1278
DCF Advisers
Connecticut
$4.7M -$1.57M -15,000 -27%
SIM
1279
Stratos Investment Management
Ohio
$4.69M -$329K -3,148 -7%
AA
1280
Argent Advisors
Louisiana
$4.67M -$61.6K -589 -1%
IIL
1281
Insight Inv LLC
California
$4.66M -$105K -1,000 -2%
EFIC
1282
Eliot Finkel Investment Counsel
California
$4.66M – – –
AWA
1283
Argo Wealth Advisory
Virginia
$4.64M -$266K -2,539 -6%
RMSCM
1284
R.M. Sincerbeaux Capital Management
New York
$4.63M – – –
MHS
1285
M Holdings Securities
Oregon
$4.63M -$425K -4,061 -9%
IIC
1286
Ironwood Investment Counsel
Arizona
$4.61M -$65.9K -630 -2%
CW
1287
CreativeOne Wealth
Kansas
$4.61M -$939K -8,979 -19%
EBWM
1288
Eagle Bluffs Wealth Management
Missouri
$4.58M +$33.2K +317 +0.8%
MAM
1289
Mystic Asset Management
Rhode Island
$4.57M -$66K -631 -2%
RRAM
1290
River Road Asset Management
Kentucky
$4.57M -$269K -2,574 -6%
PPWP
1291
Premier Path Wealth Partners
New Jersey
$4.57M +$467K +4,461 +13%
PWPS
1292
Pinnacle Wealth Planning Services
Ohio
$4.56M -$144K -1,376 -3%
GWM
1293
GSB Wealth Management
Connecticut
$4.56M -$302K -2,884 -7%
WAAG
1294
Wealth Alliance Advisory Group
Kansas
$4.55M -$147K -1,408 -4%
BHBT
1295
Burke & Herbert Bank & Trust
Virginia
$4.53M -$74.8K -715 -2%
EFG
1296
Everhart Financial Group
Ohio
$4.52M +$129K +1,237 +3%
CC
1297
Chicago Capital
Illinois
$4.51M +$47.1K +450 +1%
GWM
1298
Geneos Wealth Management
Colorado
$4.5M -$499K -4,773 -11%
LWP
1299
LMG Wealth Partners
Louisiana
$4.49M -$48.4K -463 -1%
CWP
1300
Concord Wealth Partners
Virginia
$4.48M +$1.74M +16,641 +77%
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