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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1601
Birmingham Capital Management
Alabama
$1.25M +$3.62K +60 +0.3%
BWA
1602
BDO Wealth Advisors
Florida
$1.24M -$68.5K -1,135 -5%
MFG
1603
Menard Financial Group
Texas
$1.24M +$1.22M +20,186 New
AIM
1604
Avity Investment Management
Connecticut
$1.24M -$47.7K -790 -4%
FVWA
1605
Foster Victor Wealth Advisors
South Carolina
$1.24M +$258K +4,283 +26%
DAM
1606
Doheny Asset Management
California
$1.23M -$345K -5,725 -22%
YIA
1607
YHB Investment Advisors
Connecticut
$1.23M -$52.6K -872 -4%
V
1608
VeraBank
Texas
$1.23M +$163K +2,700 +16%
ESB
1609
Essex Savings Bank
Connecticut
$1.23M -$41.1K -681 -3%
FP
1610
Factorial Partners
New York
$1.23M – – –
YMRC
1611
Yorktown Management & Research Company
Virginia
$1.23M – – –
CW
1612
CreativeOne Wealth
Kansas
$1.22M +$49.2K +815 +4%
LOPW
1613
Live Oak Private Wealth
North Carolina
$1.22M +$1.2M +19,881 New
WC
1614
Westhampton Capital
North Carolina
$1.22M -$34.1K -566 -3%
HWA
1615
HCR Wealth Advisors
California
$1.22M +$416K +6,904 +53%
RCA
1616
Resonant Capital Advisors
Wisconsin
$1.22M +$1.19M +19,799 New
NG
1617
Northstar Group
New York
$1.22M +$1.21K +20 +0.1%
EWM
1618
Empirical Wealth Management
Washington
$1.21M +$519K +8,612 +78%
KBG
1619
Kahn Brothers Group
New York
$1.21M -$128K -2,114 -10%
TLP
1620
Trinity Legacy Partners
Texas
$1.21M +$1.23M +20,469 New
OPS
1621
Orion Portfolio Solutions
Nebraska
$1.2M +$1.18M +19,581 New
FAT
1622
First American Trust
California
$1.2M -$31.3K -519 -3%
BOS
1623
Bank of Stockton
California
$1.19M -$51.1K -847 -4%
VRM
1624
Vectors Research Management
New York
$1.19M +$302K +5,008 +35%
CAG
1625
Csenge Advisory Group
Florida
$1.19M +$73.6K +1,220 +7%
63 64
65
66 67