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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1076
Procyon Advisors
Connecticut
$851K +$201K +5,319 +30%
IAS
1077
Insigneo Advisory Services
Florida
$849K -$304K -8,051 -26%
OCMI
1078
Oaktop Capital Management II
New Jersey
$849K – – –
LCM
1079
LVM Capital Management
Michigan
$849K – – –
WT
1080
Washington Trust
Rhode Island
$848K – – –
EWS
1081
Evergreen Wealth Solutions
Pennsylvania
$847K -$111K -2,942 -11%
CFG
1082
Cooper Financial Group
California
$846K +$47K +1,246 +6%
BHBT
1083
Burke & Herbert Bank & Trust
Virginia
$845K -$614K -16,250 -42%
XT
1084
XTX Topco
Cayman Islands
$844K -$760K -20,126 -47%
FIA
1085
Foundations Investment Advisors
Arizona
$838K +$93.6K +2,479 +12%
FNBTCON
1086
First National Bank & Trust Co of Newtown
Pennsylvania
$838K +$37.3K +988 +5%
TT
1087
TI-Trust
Illinois
$836K – – –
PPG
1088
Peak Planning Group
Colorado
$832K +$852K +22,553 New
ACM
1089
Armbruster Capital Management
New York
$831K – – –
IIL
1090
Insight Inv LLC
California
$831K -$54.4K -1,440 -6%
ACM
1091
Accent Capital Management
Ohio
$829K -$6.34K -168 -2%
FWM
1092
Forza Wealth Management
Florida
$829K +$49.7K +1,315 +6%
CPA
1093
Cardiff Park Advisors
California
$828K -$17K -450 -2%
LIM
1094
Leavell Investment Management
Alabama
$824K +$41.5K +1,100 +5%
PCM
1095
Park Capital Management
Wisconsin
$818K +$196K +5,186 +31%
LSPW
1096
Lake Street Private Wealth
Illinois
$816K -$20.7K -549 -2%
SWA
1097
Stratos Wealth Advisors
Ohio
$815K +$25.9K +687 +3%
AFGAS
1098
Allegiance Financial Group Advisory Services
Virginia
$808K +$26.2K +695 +3%
MFIM
1099
Mesirow Financial Investment Management
Illinois
$806K -$145K -3,830 -15%
LFA
1100
Legacy Financial Advisors
Kentucky
$806K +$31K +822 +4%
42 43
44
45 46