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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1676
MV Capital Management
Maryland
$2.22M +$205K +1,427 +13%
BSB
1677
Bangor Savings Bank
Maine
$2.21M +$45.4K +316 +3%
ATC
1678
Adirondack Trust Company
New York
$2.21M -$33.7K -235 -2%
CP
1679
Cumberland Partners
Ontario, Canada
$2.21M -$13.9K -97 -0.8%
VBCG
1680
Valley Brook Capital Group
Pennsylvania
$2.21M +$1.75M +12,217 New
HI
1681
Hoey Investments
Pennsylvania
$2.21M +$444K +3,095 +34%
SAF
1682
Smith Anglin Financial
Texas
$2.21M +$1.75M +12,208 New
TA
1683
Tiedemann Advisors
New York
$2.21M -$453K -3,156 -21%
MFW
1684
Meristem Family Wealth
Minnesota
$2.2M -$861 -6 -0%
OAM
1685
Oak Asset Management
California
$2.2M -$287 -2 -0%
FP
1686
Fiduciary Planning
Florida
$2.2M +$56.7K +395 +3%
CPA
1687
Capital Planning Advisors
California
$2.2M +$408K +2,843 +31%
BHBT
1688
Burke & Herbert Bank & Trust
Virginia
$2.2M -$56.7K -395 -3%
DAM
1689
Doheny Asset Management
California
$2.2M +$35.9K +250 +2%
FIM
1690
Fernwood Investment Management
Massachusetts
$2.19M +$108K +750 +7%
HRC
1691
Hoertkorn Richard Charles
$2.19M – – –
OPA
1692
Old Port Advisors
Maine
$2.19M -$5.31K -37 -0.3%
MA
1693
Modus Advisors
Minnesota
$2.18M +$97.7K +681 +6%
DI
1694
DFPG Investments
Utah
$2.18M +$23.7K +165 +1%
MMA
1695
Miracle Mile Advisors
California
$2.18M +$218K +1,521 +15%
FUBT
1696
First United Bank & Trust
Maryland
$2.17M +$12.2K +85 +0.7%
TPCW
1697
TD Private Client Wealth
New York
$2.17M -$41.8K -291 -2%
FTDI
1698
First Trust Direct Indexing
Massachusetts
$2.17M +$1.72M +11,977 New
EM
1699
ELCO Management
New York
$2.17M -$280K -1,952 -14%
TAM
1700
Trust Asset Management
Texas
$2.16M +$397K +2,767 +30%
66 67
68
69 70