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Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
2301
Burke & Herbert Bank & Trust
Virginia
$792K – – –
CWM
2302
Chesapeake Wealth Management
Virginia
$791K -$135K -590 -15%
CWS
2303
Cypress Wealth Services
California
$788K -$545K -2,383 -41%
AFA
2304
Arlington Financial Advisors
California
$788K +$16K +70 +2%
ACA
2305
Ackerman Capital Advisors
Texas
$787K – – –
CWP
2306
Curated Wealth Partners
California
$787K +$12.6K +55 +2%
ZF
2307
Zhang Financial
Michigan
$786K +$160K +700 +26%
SAM
2308
SignalPoint Asset Management
Missouri
$785K +$19.7K +86 +3%
IAS
2309
Investment Advisory Services
Texas
$782K +$764K +3,343 New
EL
2310
EMFO LLC
Florida
$782K +$765K +3,346 New
CWM
2311
Curi Wealth Management
North Carolina
$779K +$37.3K +163 +5%
EAM
2312
Evanson Asset Management
California
$778K +$229 +1 +0%
DA
2313
Detalus Advisors
Missouri
$778K +$18.5K +81 +2%
IA
2314
Insight Advisors
Pennsylvania
$773K -$176K -770 -19%
ER
2315
Enlightenment Research
Florida
$772K +$754K +3,300 New
MCA
2316
Magnolia Capital Advisors
Mississippi
$771K +$34.7K +152 +5%
ACM
2317
Allred Capital Management
Texas
$768K -$23.1K -101 -3%
EI
2318
Ellevest Inc
New York
$768K +$94.6K +414 +14%
PP
2319
Patron Partners
Texas
$766K -$141K -616 -16%
GLAM
2320
Gardner Lewis Asset Management
Pennsylvania
$763K – – –
WA
2321
Waverly Advisors
Alabama
$762K -$54.4K -238 -7%
AWP
2322
Accretive Wealth Partners
New Jersey
$759K +$58.1K +254 +8%
OWA
2323
One Wealth Advisors
California
$758K +$176K +771 +31%
FBA
2324
Front Barnett Associates
Illinois
$758K +$741K +3,240 New
OFG
2325
Omega Financial Group
California
$754K -$9.6K -42 -1%
91 92
93
94 95