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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
3676
Monte Financial Group
Connecticut
$2.16M +$30.7K +244 +2%
PFC
3677
Phocas Financial Corp
California
$2.16M – – –
OMC
3678
Oasis Management Company
Cayman Islands
$2.16M +$1.72M +13,645 New
V
3679
VeraBank
Texas
$2.15M +$844K +6,704 +97%
FM
3680
Foster & Motley
Ohio
$2.15M -$42.9K -341 -2%
SIM
3681
Spark Investment Management
New York
$2.15M -$252K -2,000 -13%
CC
3682
Carlson Capital
Texas
$2.15M +$1.71M +13,600 New
WAM
3683
WealthTrust Asset Management
Florida
$2.15M +$23.8K +189 +1%
RBWA
3684
RFG - Bristol Wealth Advisors
Massachusetts
$2.14M -$144K -1,143 -8%
SWIM
3685
Smallwood Wealth Investment Management
New Jersey
$2.13M -$10.1K -80 -0.6%
AWA
3686
ARQ Wealth Advisors
Arizona
$2.13M – – –
HRC
3687
Hoertkorn Richard Charles
$2.13M +$313K +2,485 +23%
TWPM
3688
Total Wealth Planning & Management
Florida
$2.13M -$6.54K -52 -0.4%
TCM
3689
Teza Capital Management
Illinois
$2.13M +$1.19M +9,456 +236%
MBI
3690
May Barnhard Investments
Maryland
$2.13M -$50.2K -399 -3%
BBW
3691
Blue Barn Wealth
Utah
$2.13M +$554K +4,402 +49%
CKAIS
3692
Christensen King & Associates Investment Services
Washington
$2.13M -$54.2K -431 -3%
RWA
3693
Roberts Wealth Advisors
California
$2.13M +$16.4K +130 +1%
SM
3694
Sciencast Management
New Jersey
$2.12M +$1.69M +13,431 New
NIA
3695
NBZ Investment Advisors
Tennessee
$2.12M -$231K -1,837 -12%
MIOT
3696
Massachusetts Institute of Technology
Massachusetts
$2.11M +$1.68M +13,372 New
ELM
3697
Elite Life Management
Florida
$2.11M -$144K -1,143 -8%
WAG
3698
Windsor Advisory Group
Ohio
$2.11M +$15.2K +121 +0.9%
BF
3699
Baring Financial
Washington
$2.1M +$26.7K +212 +2%
BHBT
3700
Burke & Herbert Bank & Trust
Virginia
$2.1M +$373K +2,967 +29%
146 147
148
149 150