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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1401
Evanson Asset Management
California
$836K -$115K -688 -12%
PFG
1402
PAX Financial Group
Texas
$835K +$26.9K +161 +3%
HIIFS
1403
Harel Insurance Investments & Financial Services
Israel
$833K -$126K -753 -33%
TCBWMS
1404
Texas Capital Bank Wealth Management Services
Texas
$832K +$44.6K +267 +6%
BHBT
1405
Burke & Herbert Bank & Trust
Virginia
$830K -$6.34K -38 -0.8%
EP
1406
Eudaimonia Partners
Tennessee
$827K +$75.9K +455 +10%
HC
1407
Hoese & Co
Minnesota
$825K +$834 +5 +0.1%
HWA
1408
Heritage Wealth Advisors
Virginia
$825K +$52.1K +312 +7%
CS
1409
Cannell & Spears
New York
$824K – – –
WA
1410
Winfield Associates
Ohio
$822K – – –
PA
1411
Probity Advisors
Texas
$815K +$47.1K +282 +6%
MFGM
1412
Marshall Financial Group (Maryland)
Maryland
$814K +$818K +4,901 New
PWW
1413
Pettyjohn Wood & White
Virginia
$808K -$99.5K -596 -11%
AWE
1414
Avidian Wealth Enterprises
Texas
$806K +$149K +891 +23%
VNA
1415
Valley National Advisers
Pennsylvania
$803K -$3.17K -19 -0.4%
SAM
1416
Summit Asset Management
Tennessee
$800K – – –
AWS
1417
Arkfeld Wealth Strategies
Nebraska
$799K – – –
GCM
1418
Glynn Capital Management
California
$795K – – –
PAWC
1419
P.A.W. Capital
Connecticut
$795K – – –
VF
1420
Virtu Financial
New York
$795K +$579K +3,468 +264%
FA
1421
Fagan Associates
New York
$793K – – –
CHC
1422
City Holding Co
West Virginia
$792K – – –
PCA
1423
Peddock Capital Advisors
Massachusetts
$792K – – –
SA
1424
SRH Advisors
Kansas
$790K +$834 +5 +0.1%
QVT
1425
Quantitative Value Technologies
Kansas
$789K +$102K +613 +15%
55 56
57
58 59