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Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1026
Annis Gardner Whiting Capital Advisors
Florida
$2.26M -$107K -390 -5%
GCM
1027
Graham Capital Management
Connecticut
$2.26M +$2.05M +7,500 New
EP
1028
Edgestream Partners
New Jersey
$2.25M -$663K -2,426 -24%
SF
1029
Symphony Financial
Texas
$2.25M +$917K +3,354 +80%
HA
1030
Harfst & Associates
Wyoming
$2.24M +$9.02K +33 +0.4%
LS
1031
Livforsakringsbolaget Skandia
Sweden
$2.24M -$6.89M -25,200 -77%
HPG
1032
Harvest Portfolios Group
Ontario, Canada
$2.24M -$97.6K -357 -5%
NWMG
1033
National Wealth Management Group
Ohio
$2.23M +$305K +1,116 +18%
HIC
1034
Harvey Investment Company
Kentucky
$2.22M – – –
VWM
1035
VCI Wealth Management
Missouri
$2.22M -$264K -966 -12%
TFM
1036
TFC Financial Management
Massachusetts
$2.22M -$11.8K -43 -0.6%
CAMG
1037
CWA Asset Management Group
Florida
$2.21M +$30.9K +113 +2%
BHBT
1038
Burke & Herbert Bank & Trust
Virginia
$2.21M -$78.2K -286 -4%
BMO
1039
Beck Mack & Oliver
New York
$2.2M +$17.8K +65 +0.9%
BP
1040
BBR Partners
New York
$2.2M +$289K +1,059 +17%
GP
1041
Gallo Partners
New Jersey
$2.19M -$3.1M -11,335 -61%
RFN
1042
RDA Financial Network
Iowa
$2.19M -$551K -2,014 -22%
MSFS
1043
Main Street Financial Solutions
Pennsylvania
$2.18M +$368K +1,347 +23%
ACP
1044
Arcus Capital Partners
Georgia
$2.18M -$613K -2,244 -24%
BEC
1045
Blue Edge Capital
Virginia
$2.18M – – –
PCS
1046
Personal CFO Solutions
New Jersey
$2.16M +$14.8K +54 +0.8%
ACIM
1047
Azimuth Capital Investment Management
Michigan
$2.15M – – –
VMMC
1048
V.M. Manning & Co
South Carolina
$2.15M – – –
CAG
1049
Csenge Advisory Group
Florida
$2.14M -$353K -1,292 -15%
CGL
1050
Clarius Group LLC
Washington
$2.13M -$34.7K -127 -2%
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