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Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
2251
Burke & Herbert Bank & Trust
Virginia
$384K – – –
AAMC
2252
Asset Allocation & Management Company
Illinois
$384K +$368K +2,041 New
IWA
2253
Inspirion Wealth Advisors
Illinois
$383K – – –
APW
2254
Austin Private Wealth
Texas
$383K +$367K +2,038 New
TCWM
2255
Total Clarity Wealth Management
Illinois
$382K +$367K +2,035 New
RAM
2256
Roanoke Asset Management
New Jersey
$381K – – –
VCM
2257
Vivaldi Capital Management
Illinois
$380K -$144K -800 -28%
AWM
2258
Aberdeen Wealth Management
Illinois
$378K +$363K +2,012 New
AWM
2259
Aevitas Wealth Management
Massachusetts
$377K – – –
LA
2260
LexAurum Advisors
Kansas
$377K +$180 +1 +0%
TCBWMS
2261
Texas Capital Bank Wealth Management Services
Texas
$377K +$361K +2,006 New
FBC
2262
Fairfield, Bush & Co
Connecticut
$376K – – –
HCM
2263
Hengehold Capital Management
Ohio
$376K +$77.8K +432 +28%
DIM
2264
DC Investments Management
Virginia
$375K -$168K -932 -32%
EL
2265
Envoi LLC
Minnesota
$374K +$359K +1,992 New
TI
2266
tru Independence
Oregon
$374K +$419K +2,327 New
RCA
2267
Ranch Capital Advisors
Florida
$373K -$18K -100 -5%
BWM
2268
Biltmore Wealth Management
Arizona
$372K -$33.2K -184 -9%
BFWA
2269
Benchmark Financial Wealth Advisors
Florida
$372K +$180 +1 +0.1%
BWM
2270
Buckley Wealth Management
Nevada
$371K +$10.4K +58 +3%
LJHT
2271
Laurie J. Hall Trustee
$371K +$23.4K +130 +7%
TAM
2272
Tradition Asset Management
Virginia
$370K – – –
ESBC
2273
E.S. Barr & Co
Kentucky
$370K +$2.88K +16 +0.8%
BL
2274
Balentine LLC
Georgia
$370K +$210K +1,163 +144%
OFW
2275
Omnia Family Wealth
Florida
$369K +$53.3K +296 +18%
89 90
91
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