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Name Holding Trade Value Shares
Change
Change in
Stake
HVP
1326
Hudson Value Partners
Florida
$549K
PWM
1327
PBMares Wealth Management
Virginia
$547K -$5.82K -27 -1%
EA
1328
Emerald Advisors
Washington
$545K +$36K +167 +7%
NB
1329
Northwest Bancshares
Pennsylvania
$543K -$12.9K -60 -2%
PCMF
1330
Private Capital Management (Florida)
Florida
$538K
LSPW
1331
Lake Street Private Wealth
Illinois
$538K -$8.84K -41 -2%
SMH
1332
Sanders Morris Harris
Texas
$536K +$528K +2,450 New
BIA
1333
BHK Investment Advisors
Alabama
$535K +$35.6K +165 +7%
ATIA
1334
American Trust Investment Advisors
New Hampshire
$533K
ONST
1335
Old North State Trust
North Carolina
$531K -$45.9K -213 -8%
SAM
1336
S.A. Mason
Michigan
$531K
SAM
1337
Synergy Asset Management
Washington
$529K -$108K -500 -17%
EWA
1338
Etesian Wealth Advisors
Oregon
$527K +$33.6K +156 +7%
SEEDPG
1339
S.E.E.D. Planning Group
New York
$527K -$2.8K -13 -0.5%
CAG
1340
Csenge Advisory Group
Florida
$527K -$27.8K -129 -5%
DMBA
1341
Deseret Mutual Benefit Administrators
Utah
$524K -$13.2K -61 -2%
FHC
1342
First Heartland Consultants
Missouri
$524K -$14.2K -66 -3%
GEA
1343
Glen Eagle Advisors
New Jersey
$524K +$22.2K +103 +5%
GA
1344
Geller Advisors
New York
$522K +$48.9K +227 +11%
FCP
1345
Fidelis Capital Partners
Florida
$521K +$53.5K +248 +12%
DA
1346
Detalus Advisors
Missouri
$521K
Point72 Asset Management
1347
Point72 Asset Management
Connecticut
$520K -$611K -2,835 -55%
PGIM
1348
Pacific Global Investment Management
California
$519K
MA
1349
MCF Advisors
Kentucky
$517K +$86.5K +401 +21%
OCBCO
1350
Oversea-Chinese Banking Corp (OCBC)
Singapore
$515K +$121K +559 +31%