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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1501
NuWave Investment Management
New Jersey
$1.11M +$1.3M +29,172 New
VWM
1502
Venturi Wealth Management
Texas
$1.1M -$357K -8,016 -22%
WA
1503
Wambolt & Associates
Colorado
$1.1M +$8.6K +193 +0.7%
PAG
1504
Private Advisory Group
Washington
$1.1M -$1.63M -36,578 -56%
PA
1505
PSI Advisors
Florida
$1.1M +$18.9K +424 +1%
CRIG
1506
Charter Research & Investment Group
Connecticut
$1.1M -$35.9K -807 -3%
TC
1507
Toews Corporation
New Jersey
$1.1M +$245K +5,500 +24%
VA
1508
Valmark Advisers
Ohio
$1.1M -$28K -629 -2%
FFG
1509
Frisch Financial Group
New York
$1.09M +$95.5K +2,144 +8%
SFP
1510
Sandbox Financial Partners
Maryland
$1.09M -$130K -2,917 -9%
MFP
1511
Meridian Financial Partners
Virginia
$1.09M +$38K +854 +3%
CC
1512
Constitution Capital
Connecticut
$1.08M -$1.12M -25,140 -47%
CCG
1513
Ceeto Capital Group
Florida
$1.08M -$131K -2,950 -9%
BHBT
1514
Burke & Herbert Bank & Trust
Virginia
$1.08M -$23.7K -533 -2%
DCM
1515
Donaldson Capital Management
Indiana
$1.08M -$374K -8,393 -23%
GSB
1516
Greenfield Savings Bank
Massachusetts
$1.08M -$12.1K -272 -1%
MCA
1517
Magnolia Capital Advisors
Mississippi
$1.07M +$26.1K +587 +2%
SSWM
1518
Sheets Smith Wealth Management
North Carolina
$1.07M -$476K -10,695 -27%
RFN
1519
RDA Financial Network
Iowa
$1.07M +$29.2K +656 +2%
KFI
1520
Key Financial Inc
Pennsylvania
$1.07M +$813K +18,259 +185%
CWP
1521
CFM Wealth Partners
Texas
$1.07M +$452K +10,140 +56%
MSCM
1522
McElhenny Sheffield Capital Management
Texas
$1.07M +$90.7K +2,036 +8%
RI
1523
Ridgewood Investments
New Jersey
$1.06M +$140K +3,135 +13%
CCT
1524
Chemung Canal Trust
New York
$1.06M -$132K -2,957 -10%
HFRG
1525
Houlihan Financial Resource Group
Virginia
$1.06M +$1.25M +28,164 New
59 60
61
62 63