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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
801
TFC Financial Management
Massachusetts
$788K – – –
ST
802
Spinnaker Trust
Maine
$787K +$13.3K +200 +2%
CCM
803
Cullen Capital Management
New York
$786K – – –
CLOS
804
Compagnie Lombard Odier SCmA
Switzerland
$781K -$388K -5,818 -33%
AF
805
Allworth Financial
California
$780K +$47K +704 +6%
BEC
806
Blue Edge Capital
Virginia
$779K – – –
CMO
807
Covenant Multifamily Offices
Texas
$775K +$109K +1,627 +16%
BHBT
808
Burke & Herbert Bank & Trust
Virginia
$771K -$38.7K -580 -5%
UB
809
UMB Bank
Missouri
$769K +$69.8K +1,046 +10%
TIAM2
810
Tru Independence Asset Management 2
Oregon
$768K -$11.3K -169 -1%
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$765K -$57.6K -863 -7%
MWM
812
MinichMacGregor Wealth Management
New York
$765K +$63.9K +958 +9%
TF
813
TimeScale Financial
Massachusetts
$761K -$2.87K -43 -0.4%
BJL
814
Brighton Jones LLC
Washington
$759K -$40.8K -611 -5%
TI
815
Truehand Inc
New Hampshire
$757K – – –
TCOV
816
Trust Company of Vermont
Vermont
$755K -$29.8K -446 -4%
FG
817
Fiduciary Group
Georgia
$752K -$784K -11,753 -89%
BHWA
818
Beacon Harbor Wealth Advisors
Virginia
$752K -$12.7K -191 -2%
BOPW
819
Brandywine Oak Private Wealth
Pennsylvania
$741K +$257K +3,856 +54%
IA
820
IFP Advisors
Florida
$740K -$58.2K -872 -7%
OIA
821
OneDigital Investment Advisors
Kansas
$739K -$154K -2,315 -17%
FFN
822
Focus Financial Network
Minnesota
$738K -$20.7K -310 -3%
AFG
823
Allegheny Financial Group
Pennsylvania
$737K +$5.74K +86 +0.8%
LSPW
824
Lake Street Private Wealth
Illinois
$737K +$28K +419 +4%
LFAS
825
Level Four Advisory Services
Texas
$733K -$5.47K -82 -0.7%
31 32
33
34 35