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Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
1951
First National Bank & Trust Co of Newtown
Pennsylvania
$553K -$10.3K -35 -2%
RA
1952
Ransom Advisory
Rhode Island
$551K +$22.3K +76 +5%
VAS
1953
Vestmark Advisory Solutions
Massachusetts
$550K +$7.05K +24 +1%
ACM
1954
Arcataur Capital Management
Wisconsin
$549K -$2.94K -10 -0.6%
SNB
1955
Security National Bank
Nebraska
$547K -$11.2K -38 -2%
SA
1956
Scarborough Advisors
Maryland
$547K +$3.23K +11 +0.6%
HVIA
1957
Hudson Valley Investment Advisors
New York
$547K +$150K +510 +41%
CAAS
1958
Capital Asset Advisory Services
Michigan
$546K -$9.11K -31 -2%
SSW
1959
Stone Summit Wealth
Florida
$545K +$294 +1 +0.1%
AIA
1960
Alera Investment Advisors
Illinois
$542K +$275K +936 +117%
CFS
1961
Commonwealth Financial Services
West Virginia
$542K -$4.41K -15 -0.9%
BEC
1962
Blue Edge Capital
Virginia
$541K
CST
1963
Charles Schwab Trust
Nevada
$540K +$89.6K +305 +21%
SFA
1964
Seneca Financial Advisors
New York
$540K
EGA
1965
Eagle Global Advisors
Texas
$537K -$294K -1,000 -37%
GAB
1966
German American Bancorp
Indiana
$537K -$8.81K -30 -2%
DTC
1967
Davidson Trust Company
Washington
$536K -$62.3K -212 -11%
TPWM
1968
Twelve Points Wealth Management
Massachusetts
$536K +$34.7K +118 +7%
TC
1969
Truvestments Capital
Florida
$535K +$177K +601 +54%
SFG
1970
Sovereign Financial Group
Connecticut
$533K +$75.2K +256 +18%
FMWA
1971
Forvis Mazars Wealth Advisors
Missouri
$533K -$183K -624 -27%
GIM
1972
Gold Investment Management
Alberta, Canada
$532K -$84.3K -287 -14%
BFG
1973
Bouchey Financial Group
New York
$532K +$5.88K +20 +1%
LI
1974
Louisbourg Investments
New Brunswick, Canada
$531K -$235K -800 -32%
KC
1975
Knuff & Co
California
$531K