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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2651
Aletheian Wealth Advisors
Washington
$972K +$66.9K +244 +7%
CWA
2652
CJM Wealth Advisers
Virginia
$970K -$50.7K -185 -5%
MTWM
2653
Masso Torrence Wealth Management
New Jersey
$968K +$26.9K +98 +3%
ACA
2654
Affinity Capital Advisors
California
$968K – – –
VIP
2655
Vista Investment Partners
Oklahoma
$967K +$1.65K +6 +0.2%
CAL
2656
Capital Advisors Ltd
Ohio
$965K +$8.22K +30 +0.8%
BHBT
2657
Burke & Herbert Bank & Trust
Virginia
$964K +$764K +2,786 +314%
WCM
2658
Wallace Capital Management
Texas
$963K – – –
QPW
2659
Quantum Private Wealth
Florida
$963K – – –
BCM
2660
Brown Capital Management
Maryland
$961K -$1.65K -6 -0.2%
KA
2661
KLCM Advisors
Wisconsin
$958K -$34K -124 -3%
TBWA
2662
Three Bridge Wealth Advisors
California
$956K -$158K -576 -14%
WF
2663
WoodTrust Financial
Wisconsin
$955K -$12.6K -46 -1%
RHAM
2664
Round Hill Asset Management
California
$954K -$27.4K -100 -3%
DWM
2665
Dogwood Wealth Management
Kansas
$954K +$138K +503 +16%
MAM
2666
McLean Asset Management
Virginia
$954K -$19.5K -71 -2%
EA
2667
Everpar Advisors
Oklahoma
$954K +$411K +1,501 +70%
KA
2668
Kozak & Associates
Colorado
$954K -$224K -819 -19%
EA
2669
Emerald Advisers
Pennsylvania
$953K -$65.2K -238 -6%
DPIM
2670
Duff & Phelps Investment Management
Illinois
$952K -$4.04M -14,733 -80%
EWA
2671
Encompass Wealth Advisors
Oregon
$951K +$14.5K +53 +1%
SCP
2672
Stamos Capital Partners
California
$950K +$992K +3,620 New
WMA
2673
Wealth Management Associates
New Jersey
$949K – – –
GAM
2674
Gould Asset Management
California
$949K +$23.8K +87 +2%
MCA
2675
Magnolia Capital Advisors
Mississippi
$946K -$888K -3,239 -47%
105 106
107
108 109