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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
526
Verdence Capital Advisors
Maryland
$470K +$47.5K +72 +12%
ATC
527
Argent Trust Co
Tennessee
$467K +$17.8K +27 +4%
OL
528
Optas LLC
Texas
$466K -$10.6K -16 -2%
MAM
529
McLean Asset Management
Virginia
$466K
TW
530
TrinityPoint Wealth
Connecticut
$461K -$33K -50 -7%
CAAS
531
Capital Asset Advisory Services
Michigan
$461K -$1.98K -3 -0.4%
JIC
532
Johnson Investment Counsel
Ohio
$460K +$439K +666 New
PIM
533
Penobscot Investment Management
Massachusetts
$459K -$66K -100 -13%
SA
534
Shilanski & Associates
Alaska
$457K +$19.8K +30 +5%
4WM
535
44 Wealth Management
Oregon
$457K +$106K +160 +32%
NFC
536
Northeast Financial Consultants
Connecticut
$457K +$122K +185 +39%
MPPW
537
Mitchell & Pahl Private Wealth
Oklahoma
$455K +$21.1K +32 +5%
TFS
538
Thoroughbred Financial Services
Tennessee
$454K +$146K +222 +51%
SSW
539
Smith Shellnut Wilson
Mississippi
$435K -$35.6K -54 -8%
CAM
540
CenterStar Asset Management
Illinois
$433K
PAM
541
PVG Asset Management
Colorado
$432K +$412K +625 New
GBT
542
Grove Bank & Trust
Florida
$431K -$21.1K -32 -5%
GA
543
Geller Advisors
New York
$430K -$60.7K -92 -13%
RFC
544
Regions Financial Corp
Alabama
$430K +$52.8K +80 +15%
P
545
Palladiem
Pennsylvania
$423K
PMA
546
Prudent Man Advisors
Illinois
$421K +$1.98K +3 +0.5%
BFS
547
Bradley Foster & Sargent
Connecticut
$419K
MFG
548
Menard Financial Group
Texas
$418K +$119K +181 +43%
BL
549
Balentine LLC
Georgia
$417K +$71.2K +108 +22%
IWM
550
IHT Wealth Management
Illinois
$416K +$5.94K +9 +2%