Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1401
Burke & Herbert Bank & Trust
Virginia
$811K -$384K -2,564 -34%
AF
1402
Allworth Financial
California
$811K -$54.8K -366 -7%
SIA
1403
Soltis Investment Advisors
Utah
$803K -$21.3K -142 -3%
FAG
1404
Financial Advisory Group
Texas
$799K -$51.5K -344 -6%
CS
1405
Cannell & Spears
New York
$799K -$15.6K -104 -2%
MGIA
1406
Moneta Group Investment Advisors
Missouri
$799K +$383K +2,558 +106%
HC
1407
Hoese & Co
Minnesota
$799K +$743K +4,963 New
EWM
1408
Empirical Wealth Management
Washington
$798K +$46.9K +313 +7%
WA
1409
Winfield Associates
Ohio
$797K – – –
FPWM
1410
FSB Premier Wealth Management
Iowa
$791K -$19.5K -130 -3%
QCG
1411
Quadrant Capital Group
Ohio
$789K +$166K +1,109 +29%
PFG
1412
PAX Financial Group
Texas
$784K +$132K +880 +22%
VNA
1413
Valley National Advisers
Pennsylvania
$782K +$375K +2,507 +107%
CAM
1414
Campion Asset Management
Virginia
$781K +$726K +4,850 New
EWA
1415
Encompass Wealth Advisors
Oregon
$779K -$255K -1,703 -27%
AWS
1416
Arkfeld Wealth Strategies
Nebraska
$779K – – –
DTC
1417
Davidson Trust Company
Washington
$776K -$51.2K -342 -7%
SAM
1418
Summit Asset Management
Tennessee
$776K – – –
OFS
1419
Orrstown Financial Services
Pennsylvania
$772K -$53.7K -359 -7%
ACM
1420
Alethea Capital Management
Washington
$771K -$748 -5 -0.1%
GCM
1421
Glynn Capital Management
California
$771K – – –
PAWC
1422
P.A.W. Capital
Connecticut
$771K – – –
PCA
1423
Peddock Capital Advisors
Massachusetts
$771K – – –
FA
1424
Fagan Associates
New York
$769K +$150 +1 +0%
CHC
1425
City Holding Co
West Virginia
$768K +$13.5K +90 +2%