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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1651
Bernardo Wealth Planning
Pennsylvania
$568K +$5.88K +65 +1%
VAM
1652
Verity Asset Management
North Carolina
$564K +$62.2K +688 +13%
CIM
1653
CIM Investment Management
Pennsylvania
$564K +$558K +6,171 New
POIA
1654
Pin Oak Investment Advisors
Texas
$563K +$4.7K +52 +0.9%
PBO
1655
Peoples Bank (Ohio)
Ohio
$563K +$109K +1,205 +24%
RVPG
1656
Relative Value Partners Group
$562K
AIP
1657
ARS Investment Partners
New York
$562K +$556K +6,150 New
CRIG
1658
Charter Research & Investment Group
Connecticut
$561K +$5.51K +61 +1%
TCWM
1659
Total Clarity Wealth Management
Illinois
$560K +$81.2K +898 +17%
SNB
1660
Security National Bank
Nebraska
$559K
SFS
1661
Summit Financial Strategies
Ohio
$558K -$29.5K -326 -5%
ACM
1662
Argent Capital Management
Missouri
$558K
KS
1663
Karpas Strategies
Connecticut
$558K
CFC
1664
Coyle Financial Counsel
Illinois
$556K -$178K -1,967 -24%
VNA
1665
Valley National Advisers
Pennsylvania
$555K -$17.6K -195 -3%
RIG
1666
Renaissance Investment Group
Massachusetts
$553K -$6.78K -75 -1%
FMTCOCP
1667
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$552K
JWCA
1668
J.W. Coons Advisors
Ohio
$551K -$4.52K -50 -0.8%
SAM
1669
SignalPoint Asset Management
Missouri
$551K +$24.9K +275 +5%
PA
1670
Probity Advisors
Texas
$549K -$32.9K -364 -6%
HPWM
1671
Highland Private Wealth Management
Washington
$549K +$213K +2,355 +65%
CT
1672
Columbia Trust
Oregon
$547K -$19.1K -211 -3%
AWA
1673
Arkadios Wealth Advisors
Georgia
$547K +$125K +1,378 +31%
SBF
1674
Sara-Bay Financial
Florida
$544K +$539K +5,969 New
PFS
1675
Physicians Financial Services
North Carolina
$543K +$9.04K +100 +2%