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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1526
Balboa Wealth Partners
Arizona
$892K +$9.73K +275 +1%
AFM
1527
Armstrong Fleming & Moore
District of Columbia
$891K -$63.8K -1,803 -7%
DCM
1528
Donaldson Capital Management
Indiana
$889K -$17.2K -485 -2%
ACM
1529
Ategra Capital Management
Virginia
$888K +$214K +6,043 +35%
MFC
1530
Mechanics Financial Corp
Ohio
$887K +$11.1K +314 +1%
WA
1531
Waverly Advisors
Alabama
$883K -$124K -3,511 -13%
MFG
1532
Mainsail Financial Group
Washington
$880K +$98K +2,770 +14%
RWP
1533
Ridgecrest Wealth Partners
California
$877K -$204K -5,775 -20%
TFG
1534
Taylor Financial Group
Virginia
$877K +$823K +23,255 New
LSAG
1535
Lake Street Advisors Group
New Hampshire
$876K -$60.1K -1,698 -7%
TPA
1536
Trivium Point Advisory
Connecticut
$876K -$580K -16,389 -41%
AFG
1537
Albion Financial Group
Utah
$875K +$2.87K +81 +0.4%
BHBT
1538
Burke & Herbert Bank & Trust
Virginia
$875K +$9.02K +255 +1%
LCM
1539
Liberty Capital Management
Michigan
$875K -$14.5K -410 -2%
CA
1540
Carson Advisory
Georgia
$874K +$37.5K +1,059 +5%
RAG
1541
RIA Advisory Group
Iowa
$874K -$552K -15,611 -81%
LA
1542
Lifeworks Advisors
Michigan
$874K -$124K -3,514 -13%
BPCE
1543
Bank Pictet & Cie (Europe)
Germany
$872K – – –
FFA
1544
Founders Financial Alliance
North Carolina
$871K -$64.1K -1,813 -7%
CSC
1545
Caldwell Sutter Capital
California
$869K -$57.4K -1,623 -7%
GSIAS
1546
Garden State Investment Advisory Services
New Jersey
$867K +$151K +4,254 +23%
ST
1547
Spinnaker Trust
Maine
$865K -$2.69K -76 -0.3%
CWM
1548
Chesapeake Wealth Management
Virginia
$864K -$74.9K -2,117 -8%
V
1549
VeraBank
Texas
$864K -$3.43K -97 -0.4%
GFP
1550
Gryphon Financial Partners
Ohio
$864K +$347K +9,818 +90%
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