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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1351
Chimera Capital Management
New York
$723K +$759K +27,342 New
GPA
1352
Garrison Point Advisors
California
$721K +$17.7K +637 +2%
HCWM
1353
Harrison & Co Wealth Management
Virginia
$719K +$225K +8,101 +42%
BHBT
1354
Burke & Herbert Bank & Trust
Virginia
$717K -$50.8K -1,828 -6%
GI
1355
GAMCO Investors
Connecticut
$715K +$4.47K +161 +0.6%
MWM
1356
Modera Wealth Management
New Jersey
$711K -$51K -1,836 -6%
LA
1357
LexAurum Advisors
Kansas
$709K +$778 +28 +0.1%
IIM
1358
InTrack Investment Management
Vermont
$709K -$28.6K -1,030 -4%
VWA
1359
V Wealth Advisors
Kansas
$708K -$429K -15,436 -37%
JIP
1360
Jaffetilchin Investment Partners
Florida
$707K +$245K +8,827 +49%
CRI
1361
Colonial River Investments
Virginia
$706K +$114K +4,121 +18%
CI
1362
Ceera Investments
Texas
$705K -$86.1K -3,100 -10%
HWA
1363
Heartwood Wealth Advisors
Virginia
$704K +$278K +10,024 +60%
CAG
1364
Csenge Advisory Group
Florida
$704K -$318K -11,453 -30%
EB
1365
Eastern Bank
Massachusetts
$702K -$30.6K -1,102 -4%
SIA
1366
Soltis Investment Advisors
Utah
$701K -$61.7K -2,220 -8%
RWB
1367
RMR Wealth Builders
New Jersey
$697K +$6.64K +239 +0.9%
BWM
1368
Birchcreek Wealth Management
Ohio
$697K +$63.2K +2,277 +9%
LOIP
1369
Live Oak Investment Partners
Texas
$696K
FFA
1370
First Foundation Advisors
California
$694K -$105K -3,770 -13%
CCIA
1371
Cherry Creek Investment Advisors
Colorado
$693K -$17.1K -617 -2%
CBA
1372
Coastal Bridge Advisors
Connecticut
$693K -$472 -17 -0.1%
IA
1373
IAM Advisory
Pennsylvania
$693K +$68.3K +2,458 +10%
COCM
1374
Charter Oak Capital Management
New Hampshire
$693K -$13.1K -471 -2%
SFP
1375
Sweet Financial Partners
Minnesota
$692K +$165K +5,924 +29%