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Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1201
Burke & Herbert Bank & Trust
Virginia
$1.56M – – –
WC
1202
Westerkirk Capital
$1.56M +$1.37M +16,700 New
CCC
1203
Compass Capital Corp
Massachusetts
$1.56M – – –
SWIG
1204
Strategic Wealth Investment Group
Kentucky
$1.55M +$22.7K +276 +2%
LWANC
1205
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.55M +$254K +3,080 +23%
SF
1206
Synovus Financial
Georgia
$1.55M -$373K -4,537 -21%
IBOK
1207
Independence Bank of Kentucky
Kentucky
$1.55M -$113K -1,376 -8%
CI
1208
Clal Insurance
Israel
$1.54M -$166K -2,021 -11%
GCM
1209
Generation Capital Management
New York
$1.54M +$1.36M +16,555 New
AAP
1210
Arax Advisory Partners
Colorado
$1.54M +$190K +2,304 +16%
WA
1211
WP Advisors
California
$1.54M +$113K +1,378 +9%
WIS
1212
Wright Investors Service
Connecticut
$1.53M +$377K +4,577 +39%
MCC
1213
Money Concepts Capital
Florida
$1.52M +$6.01K +73 +0.4%
MMCM
1214
Murphy & Mullick Capital Management
New York
$1.51M -$7.41K -90 -0.5%
CCM
1215
Charter Capital Management
Wisconsin
$1.51M +$1.33M +16,163 New
JWM
1216
Jeppson Wealth Management
California
$1.5M -$18.5K -225 -1%
GSIAS
1217
Garden State Investment Advisory Services
New Jersey
$1.5M +$118K +1,435 +10%
ZIG
1218
Zullo Investment Group
Pennsylvania
$1.49M -$93.7K -1,138 -7%
LMKC
1219
L.M. Kohn & Company
Ohio
$1.49M -$15.1K -183 -1%
DWM
1220
Darwin Wealth Management
Florida
$1.48M -$527K -6,405 -29%
AWM
1221
Axxcess Wealth Management
California
$1.48M +$3.05K +37 +0.2%
6F
1222
626 Financial
Michigan
$1.48M -$5.43K -66 -0.4%
APC
1223
Aspire Private Capital
North Carolina
$1.48M +$46.7K +567 +4%
JFG
1224
Jefferies Financial Group
New York
$1.47M -$6.25M -75,927 -83%
SW
1225
SkyOak Wealth
Michigan
$1.47M +$1.29M +15,719 New
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