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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1626
Congress Park Capital
New York
$547K – – –
RFO
1627
RiverGlades Family Offices
Florida
$547K – – –
CHP
1628
Cable Hill Partners
Oregon
$547K +$56.1K +575 +11%
MWM
1629
Modera Wealth Management
New Jersey
$546K +$58.9K +604 +11%
BHB
1630
Bank Hapoalim BM
Israel
$541K -$70.3K -720 -11%
QC
1631
Quent Capital
New York
$540K +$20.5K +210 +4%
AWE
1632
Avidian Wealth Enterprises
Texas
$538K -$415K -4,253 -42%
LI
1633
Lafayette Investments
Maryland
$537K – – –
BCP
1634
Berkeley Capital Partners
Georgia
$535K -$19.3K -198 -3%
BHBT
1635
Burke & Herbert Bank & Trust
Virginia
$531K -$22.6K -232 -4%
SIC
1636
Samalin Investment Counsel
New York
$531K +$1.66K +17 +0.3%
KFI
1637
Key Financial Inc
Pennsylvania
$530K -$15.3K -157 -3%
SAM
1638
Simplify Asset Management
Nevada
$529K -$430K -4,406 -44%
BA
1639
Bristlecone Advisors
Washington
$529K -$54.8K -561 -9%
SF
1640
Summit Financial
New Jersey
$527K -$120K -1,226 -18%
RMDI
1641
R.M. Davis Inc
Maine
$524K -$21.8K -223 -4%
QPWM
1642
Quadrant Private Wealth Management
Pennsylvania
$524K +$21.3K +218 +4%
MM
1643
MQS Management
New York
$524K +$203K +2,077 +58%
WSTAM
1644
Wilbanks Smith & Thomas Asset Management
Virginia
$522K +$26.9K +276 +5%
BWP
1645
BSW Wealth Partners
Colorado
$519K +$50.7K +519 +10%
IIA
1646
ICW Investment Advisors
Arizona
$518K +$488 +5 +0.1%
MA
1647
MKT Advisors
California
$516K +$4.59K +47 +0.9%
DLG
1648
Daniel L. Goodwin
$516K +$543K +5,565 New
MWPCG
1649
Measured Wealth Private Client Group
New Hampshire
$516K +$544K +5,573 New
MCC
1650
Money Concepts Capital
Florida
$514K -$579K -5,932 -52%
64 65
66
67 68