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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1626
Compton Capital Management
Rhode Island
$924K +$833K +3,850 +367%
SFA
1627
Souders Financial Advisors
Ohio
$923K +$825K +3,812 +352%
BFA
1628
Buttonwood Financial Advisors
Maryland
$923K +$1.06M +4,893 New
QI
1629
Qtron Investments
Massachusetts
$917K -$931K -4,302 -47%
BWM
1630
BerganKDV Wealth Management
Minnesota
$915K -$51.1K -236 -5%
BLC
1631
Brown, Lisle/Cummings
Rhode Island
$915K +$1.05M +4,850 New
IP
1632
Ignite Planners
California
$912K +$1.12M +5,191 New
P
1633
&Partners
Tennessee
$906K – – –
WDA
1634
Wendell David Associates
New Hampshire
$903K +$16.7K +77 +2%
BHBT
1635
Burke & Herbert Bank & Trust
Virginia
$902K – – –
SA
1636
Strategic Advisors
New York
$898K -$16K -74 -2%
BRG
1637
Bay Rivers Group
Virginia
$897K +$45.9K +212 +5%
LFP
1638
Leeward Financial Partners
Washington
$897K +$1.03M +4,759 New
RIA
1639
Regal Investment Advisors
Michigan
$896K +$191K +883 +23%
SAM
1640
S.A. Mason
Michigan
$895K – – –
JHCP
1641
Jackson Hole Capital Partners
Oklahoma
$889K +$294K +1,360 +41%
HI
1642
HBK Investments
Texas
$884K -$3.92M -18,134 -79%
RWP
1643
RWA Wealth Partners
Massachusetts
$884K -$447K -2,065 -31%
JDR
1644
Jay D. Rosenbaum
$879K +$320K +1,480 +47%
SF
1645
Summit Financial
New Jersey
$878K +$547K +2,528 +119%
BB
1646
Bell Bank
North Dakota
$877K +$789K +3,648 +365%
KCFA
1647
Key Client Fiduciary Advisors
New Jersey
$877K +$1.01M +4,651 New
OPWM
1648
Oxinas Partners Wealth Management
Indiana
$876K +$494K +2,285 +97%
MFC
1649
Mechanics Financial Corp
Ohio
$872K +$1M +4,625 New
LCM
1650
LCM Capital Management
Illinois
$871K +$84.2K +389 +9%
64 65
66
67 68