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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1401
PAX Financial Group
Texas
$835K +$26.9K +161 +3%
HIIFS
1402
Harel Insurance Investments & Financial Services
Israel
$833K -$126K -753 -33%
TCBWMS
1403
Texas Capital Bank Wealth Management Services
Texas
$832K +$44.6K +267 +6%
BHBT
1404
Burke & Herbert Bank & Trust
Virginia
$830K -$6.34K -38 -0.8%
EP
1405
Eudaimonia Partners
Tennessee
$827K +$75.9K +455 +10%
HC
1406
Hoese & Co
Minnesota
$825K +$834 +5 +0.1%
HWA
1407
Heritage Wealth Advisors
Virginia
$825K +$52.1K +312 +7%
CS
1408
Cannell & Spears
New York
$824K – – –
WA
1409
Winfield Associates
Ohio
$822K – – –
PA
1410
Probity Advisors
Texas
$815K +$47.1K +282 +6%
MFGM
1411
Marshall Financial Group (Maryland)
Maryland
$814K +$818K +4,901 New
PWW
1412
Pettyjohn Wood & White
Virginia
$808K -$99.5K -596 -11%
AWE
1413
Avidian Wealth Enterprises
Texas
$806K +$149K +891 +23%
VNA
1414
Valley National Advisers
Pennsylvania
$803K -$3.17K -19 -0.4%
SAM
1415
Summit Asset Management
Tennessee
$800K – – –
AWS
1416
Arkfeld Wealth Strategies
Nebraska
$799K – – –
GCM
1417
Glynn Capital Management
California
$795K – – –
PAWC
1418
P.A.W. Capital
Connecticut
$795K – – –
VF
1419
Virtu Financial
New York
$795K +$579K +3,468 +264%
FA
1420
Fagan Associates
New York
$793K – – –
CHC
1421
City Holding Co
West Virginia
$792K – – –
PCA
1422
Peddock Capital Advisors
Massachusetts
$792K – – –
SA
1423
SRH Advisors
Kansas
$790K +$834 +5 +0.1%
QVT
1424
Quantitative Value Technologies
Kansas
$789K +$102K +613 +15%
SIA
1425
Soltis Investment Advisors
Utah
$788K -$39.9K -239 -5%
55 56
57
58 59