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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1376
Valmark Advisers
Ohio
$934K -$1.05M -49,972 -52%
BWM
1377
BerganKDV Wealth Management
Minnesota
$931K +$24.7K +1,175 +3%
SIP
1378
Stoneridge Investment Partners
Pennsylvania
$929K -$25K -1,191 -3%
BIA
1379
BHK Investment Advisors
Alabama
$926K -$3.42K -163 -0.4%
WQ
1380
Wealth Quarterback
New Jersey
$926K +$13.1K +624 +1%
RDWM
1381
Red Door Wealth Management
Tennessee
$925K -$32.1K -1,528 -3%
BHBT
1382
Burke & Herbert Bank & Trust
Virginia
$925K +$67.3K +3,204 +8%
FRM
1383
Fox Run Management
Connecticut
$923K +$951K +45,254 New
LJAC
1384
L.J. Altfest & Co
New York
$922K -$60.4K -2,874 -6%
PL
1385
Plancorp LLC
Missouri
$920K -$17.8K -845 -2%
PJSIMP
1386
P.J. Schmidt Investment Management (PJS)
Wisconsin
$917K -$114K -5,415 -10%
C
1387
Certuity
Florida
$914K +$260K +12,395 +38%
CG
1388
Caprock Group
Idaho
$913K -$130K -6,190 -12%
PK
1389
Pflug Koory
Nebraska
$909K -$60.9K -2,897 -6%
WC
1390
Woodstock Corp
Massachusetts
$903K – – –
CA
1391
Continuum Advisory
Idaho
$899K +$7.98K +380 +0.9%
BHC
1392
Bowen Hanes & Co
Florida
$898K -$104K -4,952 -10%
PL
1393
Parthenon LLC
Kentucky
$896K -$194K -9,252 -17%
OBWG
1394
Onyx Bridge Wealth Group
New York
$896K +$83.4K +3,972 +9%
CFG
1395
Cooper Financial Group
California
$894K +$7K +333 +0.8%
DLHL
1396
Donald L. Hagan LLC
Florida
$894K +$53K +2,523 +6%
RWA
1397
Roberts Wealth Advisors
California
$894K +$921K +43,835 New
4WM
1398
44 Wealth Management
Oregon
$892K +$25.8K +1,226 +3%
VNA
1399
Valley National Advisers
Pennsylvania
$889K -$40.8K -1,940 -4%
AWA
1400
Arkadios Wealth Advisors
Georgia
$881K -$571K -27,156 -39%
54 55
56
57 58