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Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1226
Burke & Herbert Bank & Trust
Virginia
$5.14M -$38K -93 -0.7%
ACP
1227
Aviance Capital Partners
Florida
$5.14M +$201K +492 +4%
SSWM
1228
Sheets Smith Wealth Management
North Carolina
$5.13M +$197K +481 +4%
RC
1229
Roundview Capital
New Jersey
$5.12M +$152K +371 +3%
MCCP
1230
Mission Creek Capital Partners
California
$5.11M +$5.84M +14,305 +111%
HA
1231
Herold Advisors
New York
$5.11M -$188K -461 -3%
WPA
1232
West Paces Advisors
Georgia
$5.1M -$121K -297 -2%
NIM
1233
Northeast Investment Management
Massachusetts
$5.09M -$22.9K -56 -0.4%
WAOTB
1234
Wealth Advisors of Tampa Bay
Florida
$5.09M +$63.3K +155 +1%
4WM
1235
44 Wealth Management
Oregon
$5.08M -$229K -560 -4%
FAM
1236
Formidable Asset Management
Ohio
$5.06M -$81.7K -200 -2%
CTI
1237
Community Trust & Investment
Kentucky
$5.05M -$300K -735 -5%
WP
1238
WealthShield Partners
North Carolina
$5.05M -$84.6K -207 -2%
GL
1239
Graypoint LLC
New York
$5.04M +$187K +457 +4%
WBC
1240
West Branch Capital
Massachusetts
$5.03M +$281K +689 +6%
SLI
1241
Sumitomo Life Insurance
Japan
$5.03M -$91.5K -224 -2%
IAG
1242
Investmark Advisory Group
Connecticut
$5M -$99.3K -243 -2%
AWE
1243
Avidian Wealth Enterprises
Texas
$4.99M -$7.76K -19 -0.1%
VBCG
1244
Valley Brook Capital Group
Pennsylvania
$4.98M +$29.8K +73 +0.6%
PCA
1245
Prosperity Capital Advisors
Ohio
$4.98M -$52.3K -128 -1%
HIA
1246
Harbor Investment Advisory
Maryland
$4.95M -$91.9K -225 -2%
FHB
1247
First Hawaiian Bank
Hawaii
$4.93M -$300K -735 -5%
SP
1248
Stonebrook Private
Michigan
$4.93M -$12.3K -30 -0.2%
RFMS
1249
RWQ Financial Management Services
Florida
$4.92M -$16.2M -39,639 -76%
CA
1250
Claro Advisors
Massachusetts
$4.92M -$367K -899 -7%
48 49
50
51 52