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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1676
Colonial Trust
South Carolina
$847K -$1.39M -13,933 -64%
PWP
1677
Phillips Wealth Planners
Mississippi
$846K -$16.1K -161 -2%
VIM
1678
Vista Investment Management
Pennsylvania
$846K +$599 +6 +0.1%
PCP
1679
Proficio Capital Partners
Massachusetts
$844K +$41.1K +411 +6%
SBF
1680
Sara-Bay Financial
Florida
$844K -$2.4K -24 -0.3%
CWM
1681
Chesapeake Wealth Management
Virginia
$843K -$66.3K -664 -8%
SPWM
1682
Schrum Private Wealth Management
Florida
$842K -$420K -4,202 -35%
FMTC
1683
Farmers & Merchants Trust Company
California
$842K -$20.8K -208 -3%
SG
1684
StoneX Group
New York
$840K -$50.8K -508 -6%
CB
1685
CNB Bank
Pennsylvania
$840K -$33.1K -331 -4%
FA
1686
Fagan Associates
New York
$840K -$9.99K -100 -1%
PSB
1687
Piscataqua Savings Bank
New Hampshire
$839K -$1.91M -19,100 -71%
LAM
1688
Lountzis Asset Management
Pennsylvania
$839K
CP
1689
Capital Planning
Washington
$839K
TCM
1690
Tributary Capital Management
Nebraska
$835K -$3K -30 -0.4%
PG
1691
Patten Group
Tennessee
$834K -$26.9K -269 -3%
FIA
1692
Foundations Investment Advisors
Arizona
$833K -$13.6K -136 -2%
MWA
1693
Meridian Wealth Advisors
Texas
$833K
WAM
1694
WNY Asset Management
New York
$832K +$13.3K +133 +2%
GC
1695
Gilbert & Cook
Iowa
$832K +$112K +1,120 +17%
LA
1696
LM Advisors
California
$831K +$754K +7,546 New
WPP
1697
Whalerock Point Partners
Rhode Island
$826K -$9.99K -100 -1%
Fiera Capital (Canada)
1698
Fiera Capital (Canada)
Quebec, Canada
$826K -$341K -3,411 -31%
DI
1699
Diligent Investors
California
$826K -$5.39K -54 -0.7%
WB
1700
West Bancorporation
Iowa
$825K -$12.5K -125 -2%