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Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
1451
Opus Capital Group
Ohio
$1.25M – – –
BHBT
1452
Burke & Herbert Bank & Trust
Virginia
$1.24M +$19.6K +449 +2%
RA
1453
RFG Advisory
Alabama
$1.24M +$283K +6,485 +29%
NEIRG
1454
New England Investment & Retirement Group
Massachusetts
$1.24M +$304K +6,948 +32%
HJMC
1455
Hellman Jordan Management Company
Massachusetts
$1.23M – – –
GRP
1456
Global Retirement Partners
California
$1.23M +$11.5K +264 +0.9%
FDS
1457
Freedom Day Solutions
Texas
$1.23M -$15.2K -347 -1%
GLA
1458
Good Life Advisors
Pennsylvania
$1.23M -$17.4K -399 -1%
IP
1459
Investment Partners
Ohio
$1.22M -$104K -2,387 -8%
HJA
1460
Hugh Johnson Advisors
New York
$1.22M +$131K +2,999 +12%
FG
1461
Fiduciary Group
Georgia
$1.22M -$18.8K -431 -1%
NFG
1462
Next Financial Group
Texas
$1.22M -$650K -14,880 -34%
AFC
1463
AFT Forsyth & Company
Florida
$1.22M +$165K +3,765 +15%
PM
1464
Penbrook Management
New York
$1.21M – – –
THWM
1465
Taylor Hoffman Wealth Management
Virginia
$1.21M +$21.6K +495 +2%
AC
1466
Addison Capital
Pennsylvania
$1.21M – – –
NL
1467
NVWM LLC
Pennsylvania
$1.21M +$47.9K +1,096 +4%
JCM
1468
Jag Capital Management
Missouri
$1.2M +$1.01M +23,150 +480%
MCM
1469
Mork Capital Management
California
$1.2M – – –
BAM
1470
Burgundy Asset Management
Ontario, Canada
$1.2M -$56.3M -1,289,290 -98%
AWA
1471
ARS Wealth Advisors
Florida
$1.19M +$28.4K +651 +2%
AWM
1472
Avior Wealth Management
Nebraska
$1.19M +$204K +4,673 +20%
FM
1473
Forward Management
California
$1.19M -$1.22K -28 -0.1%
GAMC
1474
Garner Asset Management Corp
Texas
$1.18M +$16.9K +387 +1%
FFWA
1475
FRG Family Wealth Advisors
Washington
$1.18M -$55.2K -1,263 -4%
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