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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
2176
USA Financial Formulas
Michigan
$426K +$430K +3,750 New
FSA
2177
Financial Security Advisor
Virginia
$426K -$2.98K -26 -0.7%
FB
2178
First Bancorp
Maine
$426K -$109K -952 -20%
PSB
2179
Passumpsic Savings Bank
Vermont
$426K +$430K +3,747 New
JWA
2180
JFS Wealth Advisors
Pennsylvania
$426K +$229 +2 +0.1%
AWCI
2181
Alpine Woods Capital Investors
New York
$425K – – –
CNB
2182
Camden National Bank
Maine
$425K -$49K -427 -10%
RIP
2183
RAM Investment Partners
Washington
$425K +$344 +3 +0.1%
CISOA
2184
Capital Investment Services of America
Wisconsin
$425K -$63.5K -554 -13%
IDBONY
2185
Israel Discount Bank of New York
New York
$424K -$298K -2,603 -41%
GXJ
2186
Global X Japan
Japan
$424K +$22.4K +195 +6%
CCM
2187
Crew Capital Management
Ohio
$424K +$24.5K +214 +6%
FPFS
2188
First Personal Financial Services
North Carolina
$424K -$15.2K -133 -3%
VWM
2189
Valley Wealth Managers
New Jersey
$423K -$10.2K -89 -2%
MKA
2190
M. Kulyk & Associates
Georgia
$423K -$13.1K -114 -3%
SGI
2191
Summit Global Investments
Utah
$423K -$262K -2,282 -38%
SAF
2192
Smith Anglin Financial
Texas
$422K +$23.2K +202 +6%
RCA
2193
Roberts Capital Advisors
Colorado
$420K +$423K +3,693 New
YC
2194
Yarbrough Capital
Tennessee
$420K – – –
PTC
2195
Petrus Trust Company
Texas
$419K +$423K +3,689 New
OWA
2196
Opal Wealth Advisors
New York
$419K -$53.8K -469 -11%
1IA
2197
1620 Investment Advisors
Massachusetts
$419K -$229 -2 -0.1%
LIM
2198
Lathrop Investment Management
Arkansas
$419K – – –
LSA
2199
Lion Street Advisors
Texas
$419K – – –
RCWM
2200
Royal Capital Wealth Management
Indiana
$417K +$229 +2 +0.1%