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Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
2051
Institutional & Family Asset Management
Colorado
$6.23M +$28.7K +158 +0.5%
SFA
2052
Stewardship Financial Advisors
Georgia
$6.21M -$7.44K -41 -0.1%
IP
2053
Intellectus Partners
California
$6.2M +$49K +270 +0.9%
COF
2054
Capital One Financial
Virginia
$6.19M -$958K -5,277 -15%
MC
2055
Mathes Company
New York
$6.19M -$173K -955 -3%
BHBT
2056
Burke & Herbert Bank & Trust
Virginia
$6.19M -$43.6K -240 -0.8%
CFFP
2057
Center for Financial Planning
Michigan
$6.19M +$156K +859 +3%
BOM
2058
Bank of Marin
California
$6.18M +$326K +1,796 +6%
BC
2059
Breakline Capital
New York
$6.18M +$5.51M +30,346 New
AIA
2060
Angeles Investment Advisors
California
$6.16M -$1.12M -6,144 -17%
HC
2061
Hourglass Capital
Texas
$6.16M -$1.98M -10,893 -26%
ACM
2062
Alta Capital Management
Utah
$6.16M -$3.16M -17,426 -37%
PCS
2063
Personal CFO Solutions
New Jersey
$6.16M +$9.98K +55 +0.2%
MCA
2064
Morris Capital Advisors
Pennsylvania
$6.15M -$312K -1,719 -5%
PWMAG
2065
Pinnacle Wealth Management Advisory Group
New Jersey
$6.14M +$223K +1,226 +4%
AIM
2066
Aspen Investment Management
Michigan
$6.12M +$380K +2,095 +7%
HZ
2067
Hixon Zuercher
Ohio
$6.12M +$322K +1,775 +6%
NAM
2068
Nexpoint Asset Management
Texas
$6.11M -$2.2M -12,100 -29%
LC
2069
Loews Corp
New York
$6.11M -$1.18M -6,500 -18%
IA
2070
IFG Advisory
Georgia
$6.1M +$46.7K +257 +0.9%
IP
2071
Investment Partners
Ohio
$6.08M -$48.5K -267 -0.9%
GSWM
2072
Golden State Wealth Management
California
$6.08M +$2.95M +16,255 +119%
VCA
2073
Verdence Capital Advisors
Maryland
$6.07M +$151K +834 +3%
RFWA
2074
RPg Family Wealth Advisory
Massachusetts
$6.06M -$62.3K -343 -1%
BMA
2075
Brooks Moore & Associates
Tennessee
$6.05M -$948K -5,220 -15%
81 82
83
84 85