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Name Holding Trade Value Shares
Change 		Change in
Stake
RB
1476
Rodgers Brothers
Pennsylvania
$231K – – –
BWM
1477
BigSur Wealth Management
Florida
$230K – – –
AP
1478
Arlington Partners
Alabama
$229K – – –
FA
1479
Fortis Advisors
Pennsylvania
$229K – – –
HCM
1480
Highlander Capital Management
New Jersey
$229K – – –
TFCP
1481
Twin Focus Capital Partners
Massachusetts
$229K +$222K +2,000 New
BHBT
1482
Burke & Herbert Bank & Trust
Virginia
$227K -$443 -4 -0.2%
SAM
1483
SP Asset Management
California
$227K – – –
KPW
1484
Kore Private Wealth
New York
$227K +$14K +126 +7%
MWM
1485
Mission Wealth Management
California
$226K -$39.5K -356 -15%
WWM
1486
Windsor Wealth Management
Indiana
$224K +$216K +1,949 New
HCP
1487
Holt Capital Partners
Texas
$223K – – –
GA
1488
GFS Advisors
Texas
$222K – – –
NWA
1489
New World Advisors
Massachusetts
$222K – – –
HI
1490
Hudock Inc
Pennsylvania
$222K +$7.54K +68 +4%
PWMG
1491
Prestige Wealth Management Group
New Jersey
$221K -$318K -2,867 -60%
FA
1492
FCG Advisors
New Jersey
$221K +$214K +1,931 New
HFM
1493
Hartford Financial Management
Connecticut
$220K – – –
GAMC
1494
Garner Asset Management Corp
Texas
$220K +$213K +1,920 New
MFW
1495
Mosaic Family Wealth
Missouri
$219K -$13K -117 -6%
CBFP
1496
Cedar Brook Financial Partners
Ohio
$219K -$3.55K -32 -2%
BWP
1497
Bernardo Wealth Planning
Pennsylvania
$217K -$6.21K -56 -3%
MMHP
1498
Murphy Middleton Hinkle & Parker
Georgia
$217K +$211K +1,900 New
LC
1499
Lourd Capital
California
$216K +$209K +1,886 New
TIP
1500
Torray Investment Partners
Maryland
$215K +$208K +1,880 New
58 59
60
61 62