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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1526
Burke & Herbert Bank & Trust
Virginia
$967K -$49.9K -2,259 -5%
HI
1527
Human Investing
Oregon
$966K -$151K -6,831 -14%
WIC
1528
Whitegate Investment Counselors
New Hampshire
$964K
SWM
1529
Sugarloaf Wealth Management
Georgia
$959K +$52K +2,351 +6%
PAG
1530
Pinnacle Advisory Group
Maryland
$957K +$292K +13,198 +46%
CWM
1531
Connecticut Wealth Management
Connecticut
$956K -$7.78K -352 -0.8%
HWM
1532
Hemington Wealth Management
Virginia
$956K +$10.2K +462 +1%
CASB
1533
Cape Ann Savings Bank
Massachusetts
$955K -$106K -4,793 -10%
FP
1534
Financial Perspectives
Minnesota
$955K -$115K -5,179 -11%
PAM
1535
Premier Asset Management
Illinois
$954K +$951 +43 +0.1%
GIA
1536
Gladstone Institutional Advisory
Florida
$952K +$147K +6,653 +19%
LWP
1537
Legacy Wealth Planning
Nevada
$951K -$38.5K -1,741 -4%
SRSA
1538
S.R. Schill & Associates
Washington
$949K -$215K -9,723 -19%
SHA
1539
Seneca House Advisors
Virginia
$948K -$156K -7,041 -15%
SAM
1540
Sawgrass Asset Management
Florida
$947K -$25.6K -1,157 -3%
COCM
1541
Charter Oak Capital Management
New Hampshire
$946K -$115K -5,208 -11%
LC
1542
LCNB Corp
Ohio
$945K +$25.7K +1,161 +3%
WA
1543
Waverly Advisors
Alabama
$944K +$215K +9,706 +30%
WAOI
1544
Wealth Advisors of Iowa
Iowa
$944K +$313K +14,141 +52%
BDS
1545
Banco de Sabadell
Florida
$943K +$137K +6,195 +18%
MG
1546
Mather Group
Illinois
$942K -$644K -29,148 -41%
TC
1547
Toews Corporation
New Jersey
$941K +$910K +41,176 New
VR
1548
Viridian RIA
Washington
$939K -$75.9K -3,434 -8%
BFM
1549
Boston Financial Management
Massachusetts
$939K +$45.7K +2,069 +5%
LB
1550
Leo Brokerage
Texas
$938K -$20.7K -935 -2%