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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
776
CenterStar Asset Management
Illinois
$826K +$820K +17,951 New
SF
777
Summit Financial
New Jersey
$825K -$108K -2,370 -12%
KOC
778
Koss-Olinger Consulting
Florida
$820K – – –
AA
779
Axiom Advisory
California
$816K – – –
MNBTD
780
Moody National Bank Trust Division
Texas
$815K +$119K +2,595 +17%
ZIG
781
Zullo Investment Group
Pennsylvania
$815K +$24K +525 +3%
BHBT
782
Burke & Herbert Bank & Trust
Virginia
$814K – – –
WC
783
Weil Company
California
$811K -$291K -6,378 -27%
BCI
784
Brinker Capital Investments
Pennsylvania
$811K +$145K +3,173 +22%
OPS
785
Orion Portfolio Solutions
Nebraska
$811K +$145K +3,173 +22%
VA
786
Vident Advisory
Georgia
$810K +$805K +17,618 New
CCP
787
Carmel Capital Partners
California
$809K +$740K +16,192 +1,156%
EWA
788
EP Wealth Advisors
California
$803K -$1.88M -41,220 -70%
NICM
789
Neo Ivy Capital Management
New York
$802K +$416K +9,114 +110%
AIM
790
Anchor Investment Management
South Carolina
$796K +$585K +12,811 +285%
PA
791
PSI Advisors
Florida
$795K -$49.3K -1,079 -6%
BFA
792
Benedict Financial Advisors
Georgia
$794K +$527K +11,530 +201%
JWM
793
Jeppson Wealth Management
California
$786K -$8.91K -195 -1%
CCM
794
CAAS Capital Management
New York
$784K +$779K +17,045 New
TFA
795
Toth Financial Advisory
Virginia
$781K +$295K +6,448 +61%
QI
796
Qtron Investments
Massachusetts
$775K +$770K +16,853 New
ASC
797
Atalanta Sosnoff Capital
New York
$764K -$3.65K -80 -0.5%
EI
798
Ellevest Inc
New York
$764K -$10.5K -229 -1%
CCIA
799
Campbell & Co Investment Adviser
Maryland
$764K -$748K -16,370 -50%
GGS
800
Galvin Gaustad & Stein
Arizona
$760K -$83.2K -1,821 -10%
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