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Name Holding Trade Value Shares
Change
Change in
Stake
CD
1251
Chapin Davis
Maryland
$844K -$38.5K -173 -4%
NCM
1252
NCM Capital Management
New Jersey
$841K
BCA
1253
Bay Colony Advisors
Massachusetts
$839K -$194K -870 -18%
BHBT
1254
Burke & Herbert Bank & Trust
Virginia
$836K
RCA
1255
Resonant Capital Advisors
Wisconsin
$834K -$55.8K -251 -6%
ZI
1256
ZEGA Investments
Florida
$833K
RE
1257
Rydar Equities
Texas
$833K +$74.5K +335 +9%
Members Trust
1258
Members Trust
Florida
$831K +$34.9K +157 +4%
GS
1259
GTS Securities
Florida
$830K -$307K -1,379 -26%
PWPS
1260
Pinnacle Wealth Planning Services
Ohio
$829K -$11.6K -52 -1%
Koshinski Asset Management
1261
Koshinski Asset Management
Illinois
$826K +$123K +553 +17%
QCM
1262
Qsemble Capital Management
New York
$823K +$846K +3,802 New
GCIA
1263
Gabelli & Co Investment Advisers
New York
$823K
FHC
1264
First Heartland Consultants
Missouri
$822K -$39.8K -179 -5%
PSCM
1265
Per Stirling Capital Management
Texas
$822K +$1.33K +6 +0.2%
DIG
1266
DeepCurrents Investment Group
New York
$821K -$14.9K -67 -2%
FIB
1267
First Interstate Bank
Montana
$819K -$568K -2,554 -40%
WCM
1268
Weik Capital Management
Pennsylvania
$818K -$19.6K -88 -2%
RWA
1269
River Wealth Advisors
Pennsylvania
$817K
CAAS
1270
Capital Asset Advisory Services
Michigan
$816K +$544K +2,444 +184%
WC
1271
Waterloo Capital
Texas
$816K +$99.7K +448 +13%
WP
1272
Westmount Partners
California
$815K -$678K -3,047 -45%
WAAG
1273
Wealth Alliance Advisory Group
Kansas
$813K -$731K -3,284 -47%
VNA
1274
Valley National Advisers
Pennsylvania
$810K -$35.2K -158 -4%
FPI
1275
Financial Plan Inc
Washington
$807K +$54.5K +245 +7%