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Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1876
Hazlett, Burt & Watson
West Virginia
$672K -$32.4K -342 -4%
CS
1877
Comerica Securities
Michigan
$671K +$11.7K +123 +2%
BHBT
1878
Burke & Herbert Bank & Trust
Virginia
$671K -$172K -1,819 -19%
ZCM
1879
Zenyatta Capital Management
Delaware
$670K -$2.61M -27,500 -79%
SFWC
1880
Strategic Family Wealth Counselors
New Jersey
$669K +$4.36K +46 +0.6%
WWM
1881
Westwood Wealth Management
California
$669K -$474 -5 -0.1%
MSA
1882
Marino Stram & Associates
Massachusetts
$668K +$306K +3,235 +76%
MCM
1883
Mainstay Capital Management
Michigan
$667K -$14.2K -150 -2%
AL
1884
Arnhold LLC
New York
$666K – – –
AAS
1885
Annex Advisory Services
Wisconsin
$665K -$3.48M -36,706 -83%
PM
1886
Parametrica Management
Hong Kong
$665K +$705K +7,445 New
MPCG
1887
Matrix Private Capital Group
New York
$665K -$145K -1,533 -17%
GBT
1888
Grove Bank & Trust
Florida
$665K -$54.7K -577 -7%
BONH
1889
Bank of New Hampshire
New Hampshire
$664K -$76.7K -810 -10%
FTWA
1890
Fifth Third Wealth Advisors
Ohio
$664K +$31.2K +329 +5%
CCWM
1891
Cassaday & Co Wealth Management
Virginia
$663K -$85.9K -907 -11%
SC
1892
Saybrook Capital
North Carolina
$661K – – –
XS
1893
XR Securities
Illinois
$661K +$261K +2,750 +59%
CCG
1894
Chatham Capital Group
Georgia
$659K -$37.4K -395 -5%
GTAM
1895
Global Trust Asset Management
Florida
$656K -$25.7K -271 -4%
OFA
1896
Oak Family Advisors
Illinois
$656K +$189 +2 +0%
PWPS
1897
Pinnacle Wealth Planning Services
Ohio
$655K -$132K -1,394 -16%
MCWS
1898
McKinley Carter Wealth Services
West Virginia
$655K -$42.3K -446 -6%
SJIM
1899
St. Johns Investment Management
Florida
$654K -$46.9K -495 -6%
MF
1900
Montis Financial
Massachusetts
$653K -$320K -3,377 -32%
74 75
76
77 78