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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1451
Burke & Herbert Bank & Trust
Virginia
$2.61M -$113K -969 -5%
TT
1452
TI-Trust
Illinois
$2.61M +$129K +1,100 +6%
IJWM
1453
Inman Jager Wealth Management
Mississippi
$2.61M +$113K +962 +5%
RWM
1454
Riverbend Wealth Management
South Carolina
$2.61M +$187K +1,596 +9%
FCT
1455
Family Capital Trust
Massachusetts
$2.6M
CFP
1456
Catalyst Financial Partners
Massachusetts
$2.6M +$116K +987 +5%
MFA
1457
Mayflower Financial Advisors
Massachusetts
$2.59M +$155K +1,327 +7%
AIM
1458
Advyzon Investment Management
Illinois
$2.59M -$62.5K -534 -3%
VIS
1459
Vega Investment Solutions
France
$2.58M +$606K +5,178 +35%
DI
1460
DAGCO Inc
Ohio
$2.58M +$1.29K +11 +0.1%
QI
1461
Qtron Investments
Massachusetts
$2.58M -$251K -2,145 -10%
EAN
1462
Excelsior Advisor Network
Colorado
$2.58M +$1.9M +16,274 +430%
JWM
1463
Jeppson Wealth Management
California
$2.57M -$19.4K -166 -0.8%
S
1464
Storgate
Texas
$2.57M +$1.25M +10,659 +114%
WMWM
1465
Whitaker-Myers Wealth Managers
Ohio
$2.57M +$270K +2,306 +13%
MWM
1466
Mindset Wealth Management
Indiana
$2.57M +$101K +867 +5%
KFGK
1467
Keystone Financial Group (Kentucky)
Kentucky
$2.56M -$382K -3,262 -14%
SCI
1468
Stableford Capital II
Arizona
$2.56M +$795K +6,788 +52%
PA
1469
Probity Advisors
Texas
$2.56M -$45.1K -385 -2%
PK
1470
Pflug Koory
Nebraska
$2.54M +$1.29K +11 +0.1%
RGF
1471
Retirement Guys Formula
Ohio
$2.54M +$171K +1,461 +8%
BIA
1472
Barry Investment Advisors
Massachusetts
$2.54M -$8.31K -71 -0.4%
LCGC
1473
Legacy Capital Group California
California
$2.53M +$1.05M +9,005 +84%
KCM
1474
Kendall Capital Management
Maryland
$2.53M -$11.7K -100 -0.5%
IA
1475
Insight Advisors
Pennsylvania
$2.51M -$60.3K -515 -3%