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Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1526
Burke & Herbert Bank & Trust
Virginia
$2.09M -$259K -1,614 -11%
9WM
1527
9258 Wealth Management
Ohio
$2.09M -$10.3K -64 -0.5%
PWPS
1528
Pinnacle Wealth Planning Services
Ohio
$2.08M -$19.6K -122 -0.9%
WT
1529
Washington Trust
Rhode Island
$2.08M -$227K -1,415 -10%
JHCP
1530
Jackson Hole Capital Partners
Oklahoma
$2.08M – – –
SF
1531
Symphony Financial
Texas
$2.08M -$641 -4 -0%
CS
1532
Candriam SCA
Luxembourg
$2.08M -$295K -1,843 -12%
CIM
1533
Chapman Investment Management
California
$2.07M -$66.9K -417 -3%
JWA
1534
JFS Wealth Advisors
Pennsylvania
$2.07M -$22.6K -141 -1%
WA
1535
Wealth Alliance
New York
$2.07M +$244K +1,523 +13%
POIA
1536
Pin Oak Investment Advisors
Texas
$2.07M -$21K -131 -1%
CWP
1537
Concord Wealth Partners
Virginia
$2.07M +$882K +5,504 +72%
SFG
1538
Summit Financial Group
West Virginia
$2.06M -$2.4K -15 -0.1%
CWM
1539
Centric Wealth Management
Illinois
$2.06M +$501K +3,128 +31%
VNIM
1540
Vaughan Nelson Investment Management
Texas
$2.05M -$180K -1,125 -8%
CAM
1541
Cypress Asset Management
Texas
$2.05M -$321 -2 -0%
HFBOT
1542
Home Federal Bank of Tennessee
Tennessee
$2.05M -$44.9K -280 -2%
TA
1543
TrueWealth Advisors
Alabama
$2.05M -$8.98K -56 -0.4%
MFG
1544
Magnus Financial Group
New York
$2.05M +$21.2K +132 +1%
UM
1545
UniSuper Management
Australia
$2.05M +$2.08M +13,000 New
IAIM
1546
International Assets Investment Management
Florida
$2.04M -$193K -1,206 -8%
CFA
1547
CWS Financial Advisors
Michigan
$2.04M +$39.1K +244 +2%
HKIM
1548
Hayek Kallen Investment Management
Alabama
$2.04M +$44.7K +279 +2%
MMM
1549
Mendel Money Management
Illinois
$2.04M -$244K -1,522 -11%
RCM
1550
Regency Capital Management
Hawaii
$2.03M +$2.07M +12,890 New
60 61
62
63 64