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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1876
Cedar Brook Financial Partners
Ohio
$675K +$118K +1,243 +20%
HPWA
1877
Hall Private Wealth Advisors
North Carolina
$674K – – –
HBW
1878
Hazlett, Burt & Watson
West Virginia
$672K -$32.4K -342 -4%
CS
1879
Comerica Securities
Michigan
$671K +$11.7K +123 +2%
BHBT
1880
Burke & Herbert Bank & Trust
Virginia
$671K -$172K -1,819 -19%
ZCM
1881
Zenyatta Capital Management
Delaware
$670K -$2.61M -27,500 -79%
SFWC
1882
Strategic Family Wealth Counselors
New Jersey
$669K +$4.36K +46 +0.6%
WWM
1883
Westwood Wealth Management
California
$669K -$474 -5 -0.1%
MSA
1884
Marino Stram & Associates
Massachusetts
$668K +$306K +3,235 +76%
MCM
1885
Mainstay Capital Management
Michigan
$667K -$14.2K -150 -2%
AL
1886
Arnhold LLC
New York
$666K – – –
AAS
1887
Annex Advisory Services
Wisconsin
$665K -$3.48M -36,706 -83%
PM
1888
Parametrica Management
Hong Kong
$665K +$705K +7,445 New
MPCG
1889
Matrix Private Capital Group
New York
$665K -$145K -1,533 -17%
GBT
1890
Grove Bank & Trust
Florida
$665K -$54.7K -577 -7%
BONH
1891
Bank of New Hampshire
New Hampshire
$664K -$76.7K -810 -10%
FTWA
1892
Fifth Third Wealth Advisors
Ohio
$664K +$31.2K +329 +5%
CCWM
1893
Cassaday & Co Wealth Management
Virginia
$663K -$85.9K -907 -11%
SC
1894
Saybrook Capital
North Carolina
$661K – – –
XS
1895
XR Securities
Illinois
$661K +$261K +2,750 +59%
CCG
1896
Chatham Capital Group
Georgia
$659K -$37.4K -395 -5%
GTAM
1897
Global Trust Asset Management
Florida
$656K -$25.7K -271 -4%
OFA
1898
Oak Family Advisors
Illinois
$656K +$189 +2 +0%
PWPS
1899
Pinnacle Wealth Planning Services
Ohio
$655K -$132K -1,394 -16%
MCWS
1900
McKinley Carter Wealth Services
West Virginia
$655K -$42.3K -446 -6%
74 75
76
77 78