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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1426
Guidance Capital
Kentucky
$708K +$34K +977 +5%
LJHT
1427
Laurie J. Hall Trustee
$708K -$82.6K -2,371 -11%
CF
1428
Centaurus Financial
California
$706K +$7.59K +218 +1%
SFS
1429
Stiles Financial Services
Minnesota
$700K -$187K -5,356 -21%
KA
1430
Klingman & Associates
New York
$700K +$6.55K +188 +1%
CW
1431
CIC Wealth
Maryland
$700K -$43.2K -1,239 -6%
ESB
1432
Essex Savings Bank
Connecticut
$699K +$52.8K +1,516 +8%
CIP
1433
Convergence Investment Partners
Florida
$698K +$250K +7,189 +58%
SG
1434
StoneX Group
New York
$697K -$93.3K -2,677 -12%
GWM
1435
GSB Wealth Management
Connecticut
$696K -$3.1K -89 -0.5%
AWG
1436
Altus Wealth Group
Colorado
$695K +$836 +24 +0.1%
ACL
1437
Applied Capital LLC
Florida
$694K -$26.4K -757 -4%
UL
1438
Unionview LLC
Washington
$694K -$8.6K -247 -1%
AWM
1439
Avior Wealth Management
Nebraska
$694K -$225K -6,447 -25%
NCM
1440
Northside Capital Management
Oregon
$693K +$679K +19,494 New
CCWM
1441
Cassaday & Co Wealth Management
Virginia
$693K -$233K -6,698 -26%
ACA
1442
Atlas Capital Advisors
Wyoming
$693K – – –
SWS
1443
SYSTM Wealth Solutions
Illinois
$692K -$149K -4,287 -18%
BHBT
1444
Burke & Herbert Bank & Trust
Virginia
$691K -$134K -3,845 -17%
GFP
1445
Gryphon Financial Partners
Ohio
$690K +$7K +201 +1%
SCM
1446
Spreng Capital Management
Ohio
$690K -$119K -3,428 -15%
IIL
1447
Insight Inv LLC
California
$689K -$16.7K -480 -2%
LC
1448
Lindbrook Capital
California
$689K -$67.6K -1,942 -9%
CCA
1449
Cobblestone Capital Advisors
New York
$688K -$20.7K -595 -3%
HIC
1450
Harvey Investment Company
Kentucky
$688K – – –
56 57
58
59 60