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Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
1226
F/M Investments
District of Columbia
$1.59M -$704 -15 -0%
KFA
1227
Kelleher Financial Advisors
New York
$1.59M +$535K +11,403 +44%
ISWM
1228
Independent Solutions Wealth Management
New York
$1.59M +$6.71K +143 +0.4%
BHBT
1229
Burke & Herbert Bank & Trust
Virginia
$1.58M -$77.6K -1,654 -4%
QIM
1230
Quantitative Investment Management
Virginia
$1.58M +$1.75M +37,252 New
CAS
1231
Coppell Advisory Solutions
Texas
$1.57M +$2.38M +50,796 New
PCMF
1232
Private Capital Management (Florida)
Florida
$1.57M +$11.4K +242 +0.7%
WKSWA
1233
White Knight Strategic Wealth Advisors
New Jersey
$1.56M +$223K +4,743 +15%
DF
1234
Donoghue Forlines
Massachusetts
$1.56M -$2.18M -46,419 -56%
SWA
1235
Sax Wealth Advisors
New Jersey
$1.56M +$607K +12,936 +71%
OAM
1236
Oak Asset Management
California
$1.56M -$66.4K -1,416 -4%
SC
1237
Stance Capital
Massachusetts
$1.56M +$1.72M +36,749 New
QPWM
1238
Quadrant Private Wealth Management
Pennsylvania
$1.55M -$50.7K -1,081 -3%
RWPA
1239
Richard W. Paul & Associates
Michigan
$1.55M +$63.2K +1,347 +4%
WAG
1240
Windsor Advisory Group
Ohio
$1.55M +$86.8K +1,851 +5%
PC
1241
Parrish Capital
Georgia
$1.54M -$305K -6,493 -15%
TPI
1242
Trust Point Inc
Wisconsin
$1.54M +$90.1K +1,921 +6%
SM
1243
Sweeney & Michel
California
$1.54M -$175K -3,737 -10%
WC
1244
Woodstock Corp
Massachusetts
$1.53M -$9.9K -211 -0.6%
CPCM
1245
Cardinal Point Capital Management
Ontario, Canada
$1.53M -$11.7K -250 -0.7%
PPWP
1246
Premier Path Wealth Partners
New Jersey
$1.53M -$86.4K -1,842 -5%
CFG
1247
Capital Financial Group
Colorado
$1.52M -$77.1K -1,644 -4%
PCA
1248
Peddock Capital Advisors
Massachusetts
$1.52M -$34.2K -728 -2%
QP
1249
Quilter Plc
United Kingdom
$1.52M -$139K -2,971 -8%
IPAM
1250
Investment Partners Asset Management
New Jersey
$1.52M +$8.49K +181 +0.5%
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