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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1926
BDO Wealth Advisors
Florida
$3.71M +$117K +1,070 +4%
RHAM
1927
Round Hill Asset Management
California
$3.71M -$291K -2,670 -8%
SIAP
1928
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.7M +$6.33K +58 +0.2%
BPWA
1929
Beacon Pointe Wealth Advisors
California
$3.69M +$281K +2,571 +9%
CA
1930
Cumberland Advisors
Florida
$3.69M -$196K -1,800 -5%
LC
1931
LCNB Corp
Ohio
$3.68M +$15.9K +146 +0.5%
HWMG
1932
Hurlow Wealth Management Group
Indiana
$3.67M +$218 +2 +0%
CIM
1933
CIM Investment Management
Pennsylvania
$3.67M +$575K +5,274 +20%
DWM
1934
Darwin Wealth Management
Florida
$3.67M +$2.36M +21,613 +228%
HCM
1935
Highlander Capital Management
New Jersey
$3.66M -$349K -3,201 -9%
VCA
1936
Verdence Capital Advisors
Maryland
$3.66M -$4.16M -38,090 -55%
OCM
1937
Orleans Capital Management
Louisiana
$3.66M -$109K -1,000 -3%
GAG
1938
GM Advisory Group
New York
$3.64M +$40.5K +371 +1%
PWSG
1939
Pacific Wealth Strategies Group
California
$3.64M +$85.8K +786 +3%
MFG
1940
Magnus Financial Group
New York
$3.62M +$40K +367 +1%
GRP
1941
Global Retirement Partners
California
$3.62M +$110K +1,004 +3%
SAMC
1942
Spectrum Asset Management (California)
California
$3.61M -$213K -1,950 -6%
SFA
1943
Stewardship Financial Advisors
Georgia
$3.61M -$71.6K -656 -2%
HIM
1944
Herald Investment Management
United Kingdom
$3.61M – – –
NB
1945
Northwest Bancshares
Pennsylvania
$3.61M -$19.1K -175 -0.6%
WAOTB
1946
Wealth Advisors of Tampa Bay
Florida
$3.6M -$576K -5,277 -15%
BHBT
1947
Burke & Herbert Bank & Trust
Virginia
$3.6M +$66.8K +612 +2%
CFGS
1948
Concourse Financial Group Securities
Alabama
$3.6M +$389K +3,563 +13%
EAM
1949
Eukles Asset Management
Ohio
$3.59M -$6.87K -63 -0.2%
HFA
1950
HC Financial Advisors
California
$3.59M +$3.32M +30,431 New
76 77
78
79 80