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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
801
Bar Harbor Wealth Management
New Hampshire
$407K -$82.6K -1,320 -17%
NB
802
Northwest Bancshares
Pennsylvania
$407K +$1.38K +22 +0.3%
CSPIA
803
Cary Street Partners Investment Advisory
Virginia
$407K +$162K +2,594 +70%
CI
804
Conning Inc
Connecticut
$406K -$24.4K -390 -6%
SIA
805
Schechter Investment Advisors
Michigan
$406K +$49.1K +784 +14%
PWW
806
Pettyjohn Wood & White
Virginia
$405K
SAM
807
Strategy Asset Managers
California
$405K +$394K +6,288 New
SWA
808
Sutton Wealth Advisors
Florida
$405K -$48.7K -778 -11%
VCA
809
Verdence Capital Advisors
Maryland
$402K -$63 -1 -0%
SIA
810
SeaBridge Investment Advisors
New Jersey
$402K +$391K +6,250 New
LNC
811
Lincoln National Corp
Pennsylvania
$401K +$46.3K +739 +13%
CSI
812
Cross Staff Investments
New York
$399K
MAA
813
Matrix Asset Advisors
New York
$399K
CGL
814
Clarius Group LLC
Washington
$396K
SFA
815
Sequoia Financial Advisors
Ohio
$396K +$26.1K +417 +7%
TMAM
816
Tokio Marine Asset Management
Japan
$395K +$90.7K +1,448 +31%
BPFA
817
Barnes Pettey Financial Advisors
Mississippi
$393K
MMA
818
Miracle Mile Advisors
California
$393K +$313 +5 +0.1%
TC
819
Toews Corporation
New Jersey
$393K +$382K +6,100 New
WA
820
WBH Advisory
Maryland
$392K -$28.8K -460 -7%
FFMBT
821
First Farmers & Merchants Bank Trust
Tennessee
$390K
BG
822
Bollard Group
Massachusetts
$388K +$2.32K +37 +0.6%
IF
823
Insight Folios
North Carolina
$387K +$21.7K +347 +6%
AIM
824
Allen Investment Management
New York
$386K
BC
825
Barnett & Company
Tennessee
$386K