Name Holding Trade Value Shares
Change
Change in
Stake
SBF
1701
Sara-Bay Financial
Florida
$794K -$2.01K -19 -0.2%
LAM
1702
Lountzis Asset Management
Pennsylvania
$792K – – –
KP
1703
Keel Point
Alabama
$792K -$9.12K -86 -1%
CCM
1704
Carlson Capital Management
Minnesota
$792K +$1.27K +12 +0.2%
ACI
1705
Alpha Cubed Investments
California
$792K +$50.7K +478 +7%
MWA
1706
Meridian Wealth Advisors
Texas
$791K +$4.98K +47 +0.6%
BIA
1707
Beacon Investment Advisors
Maryland
$791K +$807K +7,615 New
FSA
1708
Franklin Street Advisors
North Carolina
$791K -$80.7K -761 -9%
WPP
1709
Whalerock Point Partners
Rhode Island
$788K +$8.69K +82 +1%
VIM
1710
Vista Investment Management
Pennsylvania
$788K -$6.79K -64 -0.8%
MMM
1711
Mendel Money Management
Illinois
$784K -$38K -358 -5%
3IP
1712
3Chopt Investment Partners
Virginia
$783K +$799K +7,538 New
NB
1713
Northwest Bancshares
Pennsylvania
$782K -$42.4K -400 -5%
MTIC
1714
Missouri Trust & Investment Company
Missouri
$781K -$45.6K -430 -5%
FA
1715
Fagan Associates
New York
$781K -$10.6K -100 -1%
SWP
1716
Strategic Wealth Partners
Ohio
$777K -$24K -226 -3%
PSB
1717
Piscataqua Savings Bank
New Hampshire
$776K -$4.24K -40 -0.5%
FF
1718
Fluent Financial
Texas
$774K +$790K +7,448 New
GIM
1719
Goelzer Investment Management
Indiana
$772K -$4.24K -40 -0.5%
NFGCM
1720
Norman Fields Gottscho Capital Management
New York
$771K – – –
TW
1721
Towerpoint Wealth
California
$769K +$28.1K +265 +4%
BWM
1722
Bullock Wealth Management
Indiana
$768K -$48.6K -458 -6%
CB
1723
CNB Bank
Pennsylvania
$762K -$20.4K -192 -3%
RVPG
1724
Relative Value Partners Group
$762K -$212K -2,001 -21%
LSPW
1725
Lake Street Private Wealth
Illinois
$762K +$12.7K +120 +2%