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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2126
Sound Income Strategies
Florida
$1.63M -$26.6K -83 -2%
KTC
2127
Kistler-Tiffany Companies
Pennsylvania
$1.62M +$642 +2 +0%
CAGAS
2128
Capital Advisory Group Advisory Services
Minnesota
$1.62M -$48.4K -151 -3%
CI
2129
Cavalier Investments
Georgia
$1.61M -$47.8K -149 -3%
CCWA
2130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.6M +$1.48M +4,613 New
1W
2131
1776 Wealth
Georgia
$1.6M – – –
AWA
2132
Arete Wealth Advisors
Illinois
$1.59M -$222K -691 -11%
VNA
2133
Valley National Advisers
Pennsylvania
$1.59M +$8.34K +26 +0.6%
TLCM
2134
Twin Lakes Capital Management
California
$1.57M -$240K -747 -14%
BHBT
2135
Burke & Herbert Bank & Trust
Virginia
$1.56M +$7.38K +23 +0.5%
NAG
2136
Northstar Advisory Group
New Jersey
$1.56M +$1.44M +4,485 New
SG
2137
StoneX Group
New York
$1.56M +$52.9K +165 +4%
CSPIA
2138
Cary Street Partners Investment Advisory
Virginia
$1.55M +$811K +2,529 +131%
FHC
2139
First Horizon Corporation
Tennessee
$1.55M -$1.32M -4,121 -48%
SW
2140
SlateStone Wealth
Florida
$1.54M +$74.4K +232 +6%
PIC
2141
Portland Investment Counsel
Ontario, Canada
$1.54M – – –
FP
2142
Financial Perspectives
Minnesota
$1.53M +$43.6K +136 +3%
VC
2143
Veracity Capital
Georgia
$1.53M +$4.81K +15 +0.3%
CCA
2144
Cobblestone Capital Advisors
New York
$1.53M -$20.5K -64 -1%
DA
2145
DSC Advisors
Illinois
$1.52M -$534K -1,665 -28%
NFG
2146
Nadler Financial Group
Illinois
$1.52M – – –
BFO
2147
Boston Family Office
Massachusetts
$1.52M +$17.3K +54 +1%
WC
2148
Wexford Capital
Florida
$1.52M +$1.4M +4,363 New
DI
2149
Diligent Investors
California
$1.51M -$19.2K -60 -1%
AIL
2150
AGF Investments LLC
Ontario, Canada
$1.51M +$26.3K +82 +2%
84 85
86
87 88