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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1226
Connecticut Wealth Management
Connecticut
$4.88M -$149K -383 -3%
CC
1227
Courier Capital
New York
$4.87M +$278K +713 +6%
JGCM
1228
Joseph Group Capital Management
Ohio
$4.87M +$489K +1,255 +10%
JWM
1229
Jupiter Wealth Management
Colorado
$4.86M -$707K -1,813 -12%
PCA
1230
Prosperity Capital Advisors
Ohio
$4.86M +$190K +488 +4%
RC
1231
Roundview Capital
New Jersey
$4.85M +$33.5K +86 +0.7%
TSMHT
1232
Thurston Springer Miller Herd & Titak
Indiana
$4.84M +$862K +2,213 +20%
SSWM
1233
Sheets Smith Wealth Management
North Carolina
$4.84M +$7.79K +20 +0.2%
FPGT
1234
Financial Partners Group (Tennessee)
Tennessee
$4.82M -$358K -919 -7%
CCM
1235
Condor Capital Management
New Jersey
$4.82M -$1.01M -2,594 -16%
BHBT
1236
Burke & Herbert Bank & Trust
Virginia
$4.82M -$27.3K -70 -0.5%
SIA
1237
SeaBridge Investment Advisors
New Jersey
$4.81M -$892K -2,288 -15%
LTAS
1238
Linden Thomas Advisory Services
North Carolina
$4.79M +$222K +570 +5%
DIA
1239
Dean Investment Associates
Ohio
$4.79M -$524K -1,345 -9%
FAM
1240
Formidable Asset Management
Ohio
$4.77M +$7.41K +19 +0.1%
CSA
1241
Cottage Street Advisors
Massachusetts
$4.76M -$96.7K -248 -2%
DWM
1242
Diversify Wealth Management
Utah
$4.76M -$1.52M -3,888 -23%
WPC
1243
Wedmont Private Capital
Pennsylvania
$4.76M -$46.4K -119 -0.9%
4WM
1244
44 Wealth Management
Oregon
$4.76M -$30K -77 -0.6%
VBCG
1245
Valley Brook Capital Group
Pennsylvania
$4.73M +$44K +113 +0.9%
LOIM
1246
Liberty One Investment Management
Illinois
$4.73M +$313K +803 +7%
MCCP
1247
Mission Creek Capital Partners
California
$4.72M -$105K -270 -1%
EFM
1248
E Fund Management
China
$4.72M +$730K +1,874 +17%
AWE
1249
Avidian Wealth Enterprises
Texas
$4.71M +$15.2K +39 +0.3%
NIM
1250
Northeast Investment Management
Massachusetts
$4.71M -$90.4K -232 -2%
48 49
50
51 52