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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1601
Eschler Asset Management
United Kingdom
$266K – – –
MWA
1602
Moser Wealth Advisors
Washington
$265K +$9.84K +123 +3%
PFP
1603
Paragon Financial Partners
California
$264K -$10K -125 -3%
RB
1604
Rodgers Brothers
Pennsylvania
$264K – – –
VCA
1605
Verdence Capital Advisors
Maryland
$264K -$12.7K -159 -4%
OAM
1606
Oak Asset Management
California
$264K -$5.2K -65 -2%
BCFD
1607
Boit C.F. David
$264K – – –
PWA
1608
Physician Wealth Advisors
Utah
$263K -$160 -2 -0.1%
GAM
1609
Griffin Asset Management
New York
$263K +$295K +3,692 New
SAM
1610
S.A. Mason
Michigan
$262K -$69.2K -865 -19%
FHC
1611
First Heartland Consultants
Missouri
$261K -$4.32K -54 -1%
MA
1612
MJP Associates
Connecticut
$260K -$4.64K -58 -2%
DBRC
1613
D.B. Root & Company
Pennsylvania
$260K -$38.6K -482 -12%
PWP
1614
Principle Wealth Partners
Connecticut
$260K -$225K -2,813 -44%
PIA
1615
Perennial Investment Advisors
California
$260K +$6.16K +77 +2%
SSWM
1616
Strait & Sound Wealth Management
California
$257K +$257K +3,207 New
AIA
1617
Angeles Investment Advisors
California
$257K +$289K +3,605 New
CCM
1618
Chilton Capital Management
Texas
$257K – – –
AG
1619
Ascent Group
Virginia
$256K -$123K -1,539 -30%
BHBT
1620
Burke & Herbert Bank & Trust
Virginia
$256K – – –
MC
1621
Machina Capital
France
$255K +$286K +3,574 New
DGAM
1622
Desjardins Global Asset Management
Quebec, Canada
$253K +$3.52K +44 +1%
TFCP
1623
Twin Focus Capital Partners
Massachusetts
$253K -$5.76K -72 -2%
WIC
1624
Water Island Capital
New York
$253K +$44.5K +556 +19%
FBB
1625
Fulton Breakefield Broenniman
Maryland
$253K -$3.76K -47 -1%
63 64
65
66 67