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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
926
Csenge Advisory Group
Florida
$642K +$65K +723 +11%
LP
927
LMR Partners
United Kingdom
$638K +$266K +2,958 +69%
CT
928
Cambridge Trust
Massachusetts
$635K +$51.5K +573 +9%
WAM
929
WNY Asset Management
New York
$633K -$74.1K -824 -10%
BHBT
930
Burke & Herbert Bank & Trust
Virginia
$628K -$16.4K -183 -3%
CI
931
Conning Inc
Connecticut
$628K +$19.1K +213 +3%
GL
932
Graypoint LLC
New York
$625K +$24.8K +276 +4%
BHIA
933
Birch Hill Investment Advisors
Massachusetts
$622K +$8.09K +90 +1%
WMA
934
Wealth Management Associates
New Jersey
$620K +$360K +4,003 +132%
BMC
935
Benin Management Corp
Connecticut
$620K -$8.45K -94 -1%
SAG
936
SageView Advisory Group
California
$617K +$38.9K +433 +7%
DWM
937
Dakota Wealth Management
Florida
$617K +$390K +4,335 +163%
FMLI
938
Fukoku Mutual Life Insurance
Japan
$616K – – –
TF
939
Tompkins Financial
New York
$612K -$36.4K -405 -6%
BG
940
Bahl & Gaynor
Ohio
$609K +$38.6K +430 +7%
CWM
941
Circle Wealth Management
New Jersey
$609K -$154K -1,714 -20%
LWM
942
Laidlaw Wealth Management
New York
$608K -$23.5K -262 -4%
FMB
943
Field & Main Bank
Kentucky
$607K +$473K +5,263 +326%
PGWM
944
Parisi Gray Wealth Management
New Jersey
$605K +$33.4K +372 +6%
TAM
945
Tocqueville Asset Management
New York
$604K +$63.2K +703 +11%
IP
946
Ignite Planners
California
$603K +$239K +2,654 +62%
LFAS
947
Level Four Advisory Services
Texas
$603K -$211K -2,346 -26%
PIFP
948
Partners in Financial Planning
Virginia
$603K +$180 +2 +0%
BWA
949
Burt Wealth Advisors
Maryland
$602K +$360 +4 +0.1%
CFMC
950
Curbstone Financial Management Corp
New Hampshire
$602K – – –
36 37
38
39 40