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Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1576
Burke & Herbert Bank & Trust
Virginia
$525K -$126K -950 -20%
EWM
1577
Elite Wealth Management
Washington
$525K +$36.4K +275 +8%
GHA
1578
GW Henssler & Associates
Georgia
$524K -$2.52K -19 -0.5%
COF
1579
Capital One Financial
Virginia
$521K -$286K -2,160 -37%
SAS
1580
Stelac Advisory Services
New York
$521K – – –
CB
1581
CNB Bank
Pennsylvania
$519K +$795 +6 +0.2%
W
1582
Wealthquest
Ohio
$517K +$2.78K +21 +0.6%
WP
1583
WealthShield Partners
North Carolina
$517K +$35K +264 +8%
1WA
1584
180 Wealth Advisors
Washington
$517K +$146K +1,099 +42%
CWM
1585
Centric Wealth Management
Illinois
$516K +$31K +234 +7%
CWM
1586
Connecticut Wealth Management
Connecticut
$514K +$662 +5 +0.1%
LWM
1587
Liberty Wealth Management
California
$513K -$8.35K -63 -2%
PAG
1588
Private Advisory Group
Washington
$513K -$4.64K -35 -1%
LWA
1589
Lineweaver Wealth Advisors
Ohio
$512K +$242K +1,826 +102%
SDAM
1590
Shulman DeMeo Asset Management
New York
$511K +$72.7K +549 +18%
BMCM
1591
Burns Matteson Capital Management
New York
$511K +$478K +3,611 New
RIA
1592
Realta Investment Advisors
Delaware
$510K +$8.88K +67 +2%
VWM
1593
Vigilare Wealth Management
Arizona
$509K -$272K -2,051 -36%
D
1594
Diversified
Delaware
$509K +$538K +4,058 New
ACM
1595
Allred Capital Management
Texas
$508K +$10.9K +82 +2%
KA
1596
Kovack Advisors
Florida
$508K +$85.2K +643 +22%
CBT
1597
Central Bank & Trust
Kentucky
$504K -$18.8K -142 -4%
GIA
1598
GHP Investment Advisors
Colorado
$503K -$11.5K -87 -2%
CCM
1599
Carlson Capital Management
Minnesota
$500K +$9.54K +72 +2%
DA
1600
Dash Acquisitions
California
$500K +$468K +3,532 New
62 63
64
65 66