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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1001
Wayfinding Financial
Washington
$675K -$91.3K -937 -12%
SVWAG
1002
Sound View Wealth Advisors Group
Georgia
$675K -$162K -1,666 -20%
UAS
1003
United Asset Strategies
New York
$672K -$227K -2,330 -26%
BA
1004
Ballast Advisors
Minnesota
$671K -$157K -1,610 -20%
VCS
1005
Vaughan & Co Securities
New Jersey
$669K -$200K -2,053 -24%
CMAI
1006
Capital Management Associates Inc
Minnesota
$665K +$635K +6,510 New
EPFB
1007
Employees Provident Fund Board
Malaysia
$664K -$124K -1,274 -16%
PCA
1008
Peddock Capital Advisors
Massachusetts
$663K -$93.7K -961 -13%
ACA
1009
Atlas Capital Advisors
Wyoming
$659K +$629K +6,448 New
MCM
1010
Manchester Capital Management
Vermont
$657K -$96.8K -993 -13%
BC
1011
Broadwater Capital
Massachusetts
$654K -$122K -1,254 -16%
EWA
1012
Etesian Wealth Advisors
Oregon
$654K -$202K -2,074 -24%
TTWM
1013
TCV Trust & Wealth Management
Virginia
$652K -$122K -1,250 -16%
AIM
1014
Alhambra Investment Management
Florida
$649K +$619K +6,355 New
Aristotle Capital Management
1015
Aristotle Capital Management
California
$645K -$121K -1,238 -16%
AA
1016
Auxano Advisors
Washington
$643K -$134K -1,376 -18%
HL
1017
HeadInvest LLC
Maine
$643K -$120K -1,233 -16%
BHBT
1018
Burke & Herbert Bank & Trust
Virginia
$642K +$267K +2,734 +77%
PBC
1019
Pavion Blue Capital
California
$642K +$8.77K +90 +1%
HIC
1020
Holderness Investments Company
North Carolina
$640K -$66.6K -683 -10%
GRP
1021
Global Retirement Partners
California
$639K -$117K -1,198 -16%
CPIG
1022
Chicago Partners Investment Group
Illinois
$639K -$126K -1,292 -20%
RA
1023
RFG Advisory
Alabama
$638K -$180K -1,845 -23%
WDC
1024
Woodward Diversified Capital
California
$638K -$101K -1,034 -14%
RA
1025
Ransom Advisory
Rhode Island
$637K -$125K -1,284 -17%