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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1601
Burke & Herbert Bank & Trust
Virginia
$653K -$14.8K -160 -2%
PIFP
1602
Partners in Financial Planning
Virginia
$653K
NHC
1603
Nicholas Hoffman & Company
Georgia
$652K +$370 +4 +0.1%
CM
1604
Capula Management
Cayman Islands
$649K -$892K -9,654 -61%
GA
1605
GraniteShares Advisors
New York
$649K +$582K +6,294 New
LAM
1606
Lingohr Asset Management
Germany
$647K -$7.49K -81 -1%
CW
1607
CreativeOne Wealth
Kansas
$645K -$60.9K -659 -10%
BPWM
1608
Badgley Phelps Wealth Managers
Washington
$642K -$19.5K -211 -3%
FNBOH
1609
First National Bank of Hutchinson
Kansas
$641K +$17K +184 +3%
MSA
1610
Marino Stram & Associates
Massachusetts
$639K +$29.8K +323 +5%
HIIFS
1611
Harel Insurance Investments & Financial Services
Israel
$633K +$540K +5,840 +1,947%
GM
1612
GeoWealth Management
Illinois
$632K +$3.14K +34 +0.6%
CAM
1613
Campion Asset Management
Virginia
$631K
CAMG
1614
CWA Asset Management Group
Florida
$625K -$14.9K -161 -3%
DFS
1615
Dixon Fnancial Services
California
$624K +$559K +6,048 New
BFAG
1616
Blackston Financial Advisory Group
Florida
$622K +$558K +6,034 New
NFC
1617
Northeast Financial Consultants
Connecticut
$620K
WMP
1618
Wealth Management Partners
Arizona
$618K -$31.9K -345 -5%
UBV
1619
United Bank (Virginia)
Virginia
$614K
HI
1620
Humankind Investments
New York
$611K +$7.49K +81 +1%
Verition Fund Management
1621
Verition Fund Management
Connecticut
$611K +$547K +5,921 New
RFO
1622
RiverGlades Family Offices
Florida
$609K -$69.3K -750 -11%
CAC
1623
Cowen and Company
New York
$609K +$545K +5,903 New
CHP
1624
Cable Hill Partners
Oregon
$608K +$32.7K +354 +6%
GC
1625
Gilbert & Cook
Iowa
$603K -$102K -1,105 -16%