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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1251
Waverly Advisors
Alabama
$279K -$28.8K -142 -10%
EWM
1252
Elite Wealth Management
Washington
$274K +$609 +3 +0.3%
BJL
1253
Brighton Jones LLC
Washington
$273K +$242K +1,193 New
SSWM
1254
Sheets Smith Wealth Management
North Carolina
$272K -$10.2K -50 -4%
PVI
1255
Pine Valley Investments
New Jersey
$272K +$390K +1,919 New
SN
1256
Sittner & Nelson
Oregon
$272K -$151K -744 -38%
CIC
1257
Carnegie Investment Counsel
Ohio
$271K +$203 +1 +0.1%
SFS
1258
Stiles Financial Services
Minnesota
$270K +$1.42K +7 +0.6%
MHS
1259
M Holdings Securities
Oregon
$270K -$8.73K -43 -4%
EI
1260
Ethic Inc
New York
$270K +$240K +1,180 New
IRAG
1261
Investment Research & Advisory Group
Georgia
$268K – – –
MM
1262
Meridian Management
Arkansas
$267K +$406 +2 +0.2%
ESB
1263
Essex Savings Bank
Connecticut
$266K -$2.44K -12 -1%
MA
1264
MONECO Advisors
Connecticut
$265K +$236K +1,162 New
CT
1265
Coastline Trust
Rhode Island
$265K -$181K -890 -43%
NP
1266
NorthRock Partners
Minnesota
$264K +$235K +1,157 New
RPWA
1267
Regent Peak Wealth Advisors
Georgia
$263K -$7.51K -37 -3%
FCB
1268
First County Bank
Connecticut
$262K +$233K +1,148 New
HI
1269
Hendershot Investments
Virginia
$262K – – –
WP
1270
WMS Partners
Maryland
$260K +$231K +1,140 New
CAMV
1271
Concord Asset Management (Virginia)
Virginia
$260K +$231K +1,139 New
BHBT
1272
Burke & Herbert Bank & Trust
Virginia
$258K +$229K +1,127 New
HFRG
1273
Houlihan Financial Resource Group
Virginia
$257K +$228K +1,125 New
AAIS
1274
ABN AMRO Investment Solutions
$257K +$228K +1,123 New
OCBCO
1275
Oversea-Chinese Banking Corp (OCBC)
Singapore
$255K +$227K +1,118 New
49 50
51
52 53