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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
801
BHK Investment Advisors
Alabama
$409K +$125 +2 +0%
BHWM
802
Bar Harbor Wealth Management
New Hampshire
$407K -$82.6K -1,320 -17%
NB
803
Northwest Bancshares
Pennsylvania
$407K +$1.38K +22 +0.3%
CSPIA
804
Cary Street Partners Investment Advisory
Virginia
$407K +$162K +2,594 +70%
CI
805
Conning Inc
Connecticut
$406K -$24.4K -390 -6%
SIA
806
Schechter Investment Advisors
Michigan
$406K +$49.1K +784 +14%
PWW
807
Pettyjohn Wood & White
Virginia
$405K – – –
SAM
808
Strategy Asset Managers
California
$405K +$394K +6,288 New
SWA
809
Sutton Wealth Advisors
Florida
$405K -$48.7K -778 -11%
VCA
810
Verdence Capital Advisors
Maryland
$402K -$63 -1 -0%
SIA
811
SeaBridge Investment Advisors
New Jersey
$402K +$391K +6,250 New
LNC
812
Lincoln National Corp
Pennsylvania
$401K +$46.3K +739 +13%
CSI
813
Cross Staff Investments
New York
$399K – – –
MAA
814
Matrix Asset Advisors
New York
$399K – – –
CGL
815
Clarius Group LLC
Washington
$396K – – –
SFA
816
Sequoia Financial Advisors
Ohio
$396K +$26.1K +417 +7%
TMAM
817
Tokio Marine Asset Management
Japan
$395K +$90.7K +1,448 +31%
BPFA
818
Barnes Pettey Financial Advisors
Mississippi
$393K – – –
MMA
819
Miracle Mile Advisors
California
$393K +$313 +5 +0.1%
TC
820
Toews Corporation
New Jersey
$393K +$382K +6,100 New
WA
821
WBH Advisory
Maryland
$392K -$28.8K -460 -7%
FFMBT
822
First Farmers & Merchants Bank Trust
Tennessee
$390K – – –
BG
823
Bollard Group
Massachusetts
$388K +$2.32K +37 +0.6%
IF
824
Insight Folios
North Carolina
$387K +$21.7K +347 +6%
AIM
825
Allen Investment Management
New York
$386K – – –