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Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1426
Freedom Day Solutions
Texas
$1.09M +$1.02M +28,420 New
PM
1427
Penbrook Management
New York
$1.08M +$1.01M +28,250 New
FHA
1428
Flagship Harbor Advisors
Massachusetts
$1.07M +$60.3K +1,688 +7%
AC
1429
Addison Capital
Pennsylvania
$1.07M -$3.75K -105 -0.4%
AWA
1430
ARS Wealth Advisors
Florida
$1.07M +$334K +9,337 +50%
MCM
1431
Mork Capital Management
California
$1.07M – – –
WIM
1432
Waverton Investment Management
United Kingdom
$1.07M – – –
GRP
1433
Global Retirement Partners
California
$1.07M +$20.8K +583 +2%
NWP
1434
Northstar Wealth Partners
Connecticut
$1.07M -$31.6K -884 -3%
BHBT
1435
Burke & Herbert Bank & Trust
Virginia
$1.06M – – –
FPS
1436
Fieldpoint Private Securities
Connecticut
$1.06M -$1.28M -35,787 -56%
WCWM
1437
Willow Creek Wealth Management
California
$1.05M +$251K +7,024 +34%
ATIA
1438
American Trust Investment Advisors
New Hampshire
$1.04M -$73.9K -2,069 -7%
AFA
1439
Aurora Financial Advisors
Massachusetts
$1.04M +$973K +27,250 New
RCA
1440
Rowland Carmichael Advisors
Arizona
$1.04M -$50.4K -1,410 -5%
HCM
1441
Highbridge Capital Management
New York
$1.04M +$972K +27,197 New
AIA
1442
Armor Investment Advisors
North Carolina
$1.04M +$8.04K +225 +0.8%
JFA
1443
Johanson Financial Advisors
California
$1.04M +$2.21K +62 +0.2%
CS
1444
Credential Securities
$1.04M -$3.5K -98 -0.4%
CSM
1445
CAMG Solamere Management
North Carolina
$1.03M -$19.5K -545 -2%
WC
1446
Weil Company
California
$1.03M +$959K +26,847 New
MGIA
1447
Moneta Group Investment Advisors
Missouri
$1.02M -$16.1K -452 -2%
GAMC
1448
Garner Asset Management Corp
Texas
$1.01M +$214 +6 +0%
AFNAS
1449
American Financial Network Advisory Services
California
$1M +$76.8K +2,151 +9%
MWM
1450
Mission Wealth Management
California
$994K -$20.9K -585 -2%
56 57
58
59 60