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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
2301
Simon Quick Advisors
New Jersey
$205K +$17.4K +50 +10%
CFO
2302
Colony Family Offices
North Carolina
$205K +$201K +575 New
RGC
2303
Roberts, Glore & Co
Illinois
$203K – – –
BHBT
2304
Burke & Herbert Bank & Trust
Virginia
$202K – – –
NFG
2305
Nadler Financial Group
Illinois
$202K +$197K +566 New
LAM
2306
Lountzis Asset Management
Pennsylvania
$201K – – –
OWA
2307
Opal Wealth Advisors
New York
$201K -$1.75K -5 -0.9%
LAM
2308
L2 Asset Management
Massachusetts
$201K +$197K +564 New
GFPC
2309
Global Financial Private Client
Florida
$199K -$366K -1,050 -66%
LWA
2310
Lenox Wealth Advisors
New York
$195K -$63.9K -183 -25%
PO
2311
Private Ocean
California
$192K +$21.3K +61 +13%
JWM
2312
Janiczek Wealth Management
Colorado
$187K +$55.8K +160 +44%
SLF
2313
Sun Life Financial
Ontario, Canada
$182K -$2.79K -8 -2%
ACM
2314
Allred Capital Management
Texas
$179K -$24.4K -70 -12%
MF
2315
Manchester Financial
California
$179K -$11.5K -33 -6%
WFA
2316
West Financial Advisors
Iowa
$178K – – –
MA
2317
MCF Advisors
Kentucky
$178K +$117K +335 +203%
WWM
2318
Wolff Wiese Magana
California
$174K +$6.63K +19 +4%
JGIA
2319
Jackson Grant Investment Advisers
Connecticut
$172K – – –
TSW
2320
Thompson Siegel & Walmsley
Virginia
$172K +$8.37K +24 +5%
SWG
2321
Summit Wealth Group
Vermont
$169K +$165K +474 New
LWP
2322
Lumature Wealth Partners
Georgia
$169K +$166K +476 New
CCA
2323
Column Capital Advisors
Indiana
$167K +$43.6K +125 +36%
SIC
2324
Salem Investment Counselors
North Carolina
$165K +$82.3K +236 +104%
AFS
2325
Annapolis Financial Services
Maryland
$164K +$3.49K +10 +2%
91 92
93
94 95