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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1276
RBA Wealth Management
California
$316K +$293K +1,222 New
PWM
1277
Perigon Wealth Management
California
$315K -$228K -950 -44%
SAM
1278
Synergy Asset Management
Washington
$315K -$35K -146 -11%
GC
1279
GFG Capital
Florida
$314K +$10.6K +44 +4%
WI
1280
Wedgewood Investors
Pennsylvania
$312K – – –
GCS
1281
Gordian Capital (Singapore)
Singapore
$311K +$288K +1,200 New
BHBT
1282
Burke & Herbert Bank & Trust
Virginia
$310K – – –
SHFA
1283
SC&H Financial Advisors
Maryland
$310K +$288K +1,200 New
SSI
1284
Scott & Selber Inc
Texas
$310K +$288K +1,200 New
PK
1285
Pflug Koory
Nebraska
$309K +$25.2K +105 +10%
CT
1286
Coastline Trust
Rhode Island
$308K +$7.2K +30 +3%
NSIM
1287
North Star Investment Management
Illinois
$307K -$890K -3,708 -76%
CA
1288
CGN Advisors
Kansas
$307K +$15.4K +64 +6%
NB
1289
Nicolet Bankshares
Wisconsin
$306K -$1.2K -5 -0.4%
SBL
1290
Sargent Bickham Lagudis
Colorado
$306K +$480 +2 +0.2%
LA
1291
LexAurum Advisors
Kansas
$306K +$3.84K +16 +1%
AP
1292
Americana Partners
Texas
$306K +$285K +1,186 New
CCFM
1293
Clear Creek Financial Management
Washington
$304K +$240 +1 +0.1%
APP
1294
Avantax Planning Partners
Iowa
$304K +$16.3K +68 +6%
EWM
1295
Elite Wealth Management
Washington
$303K -$7.68K -32 -3%
IRAG
1296
Investment Research & Advisory Group
Georgia
$303K – – –
CHA
1297
Cooper/Haims Advisors
New York
$303K +$4.8K +20 +2%
QPWM
1298
Quadrant Private Wealth Management
Pennsylvania
$302K -$16.1K -67 -5%
FCFC
1299
First Commonwealth Financial Corp
Pennsylvania
$301K -$1.44K -6 -0.5%
OR
1300
Olympiad Research
Connecticut
$300K +$278K +1,158 New
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