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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
876
Bernardo Wealth Planning
Pennsylvania
$824K -$177K -1,039 -17%
RMAM
877
Raab & Moskowitz Asset Management
New Jersey
$823K -$5.11K -30 -0.6%
NAM
878
NTV Asset Management
West Virginia
$822K -$8.52K -50 -1%
UAS
879
United Asset Strategies
New York
$821K -$170K -998 -17%
TFS
880
TrustCore Financial Services
Tennessee
$815K -$8.52K -50 -1%
ClearBridge Investments
881
ClearBridge Investments
New York
$814K -$32K -188 -4%
TFA
882
Toth Financial Advisory
Virginia
$808K -$25.6K -150 -3%
BP
883
BBR Partners
New York
$805K -$2.58M -15,132 -76%
SNT
884
Security National Trust
West Virginia
$801K +$149K +875 +22%
SIC
885
Salem Investment Counselors
North Carolina
$800K -$395K -2,315 -32%
FNT
886
First National Trust
Pennsylvania
$800K +$33.4K +196 +4%
SG
887
StoneX Group
New York
$798K -$50.3K -295 -6%
CPSC
888
Carl P. Sherr & Co
Massachusetts
$798K +$2.56K +15 +0.3%
SC
889
SouthState Corp
Florida
$798K +$10.9K +64 +1%
OSNBOA
890
Old Second National Bank of Aurora
Illinois
$797K -$72.4K -425 -8%
NIM
891
NuWave Investment Management
New Jersey
$797K +$794K +4,661 +2,895%
W
892
Wealthquest
Ohio
$796K -$888K -5,208 -52%
RC
893
Roundview Capital
New Jersey
$795K -$19.6K -115 -2%
WSCM
894
Wellington Shields Capital Management
New York
$794K -$1.64M -9,625 -67%
WAAG
895
Wealth Alliance Advisory Group
Kansas
$794K +$62K +364 +8%
IIM
896
Intact Investment Management
Quebec, Canada
$793K +$511K +3,000 +167%
VWA
897
V Wealth Advisors
Kansas
$789K -$448K -2,631 -36%
BA
898
Bristlecone Advisors
Washington
$788K -$81.8K -480 -9%
UBG
899
United Bank (Georgia)
Georgia
$787K +$16.2K +95 +2%
BOPW
900
Brandywine Oak Private Wealth
Pennsylvania
$782K +$72.4K +425 +10%