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Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
1101
Verdence Capital Advisors
Maryland
$317K -$28.6K -638 -10%
TWM
1102
TriaGen Wealth Management
California
$317K +$264K +5,884 New
MWP
1103
Moller Wealth Partners
$316K – – –
CFA
1104
Capstone Financial Advisors
Illinois
$314K +$42.7K +954 +20%
BCB
1105
Brian C. Broderick
$313K -$61.2K -1,365 -19%
FWSM
1106
First Wilshire Securities Management
California
$313K – – –
SFI
1107
SPC Financial Inc
Maryland
$313K +$4.48K +100 +2%
OBWG
1108
Onyx Bridge Wealth Group
New York
$313K +$261K +5,822 New
BWM
1109
BNC Wealth Management
Oregon
$312K -$1.79K -40 -0.7%
GIA
1110
Gladstone Institutional Advisory
Florida
$312K +$47.1K +1,051 +22%
BHB
1111
Bank Hapoalim BM
Israel
$312K +$260K +5,805 New
IRC
1112
Investors Research Corp
Georgia
$311K -$2.69K -60 -1%
AWE
1113
Avidian Wealth Enterprises
Texas
$310K -$172K -3,848 -40%
LF
1114
Lantz Financial
Illinois
$310K -$11.6K -260 -4%
BAS
1115
Brown Advisory Securities
Maryland
$309K -$8.69K -194 -3%
CS
1116
Comerica Securities
Michigan
$309K +$8.74K +195 +4%
SWA
1117
Stratos Wealth Advisors
Ohio
$309K +$105K +2,333 +69%
HWA
1118
HCR Wealth Advisors
California
$309K +$257K +5,741 New
VA
1119
Valmark Advisers
Ohio
$308K +$2.55K +57 +1%
THWM
1120
Taylor Hoffman Wealth Management
Virginia
$305K +$6.32K +141 +3%
BWP
1121
BSW Wealth Partners
Colorado
$305K +$12.8K +285 +5%
CA
1122
Claro Advisors
Massachusetts
$305K +$29.4K +657 +13%
SSB
1123
Sandy Spring Bank
Maryland
$305K +$52.2K +1,165 +26%
FNT
1124
First Nebraska Trust
Nebraska
$304K +$2.02K +45 +0.8%
TNBTD
1125
Trustmark National Bank Trust Department
Mississippi
$304K – – –
43 44
45
46 47