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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1426
Harbor Investment Advisory
Maryland
$597K +$66.6K +324 +13%
AM
1427
Account Management
Massachusetts
$597K +$82.3K +400 +17%
AWC
1428
Adamsbrown Wealth Consultants
Kansas
$597K -$18.5K -90 -3%
WP
1429
Westmount Partners
California
$593K -$29.4K -143 -5%
First National Trust
1430
First National Trust
Pennsylvania
$592K -$46.7K -227 -8%
Facet Wealth Inc
1431
Facet Wealth Inc
Maryland
$592K +$175K +850 +53%
CF
1432
Carlson Financial
Oregon
$591K +$559K +2,720 New
BBNB
1433
Baker Boyer National Bank
Washington
$589K – – –
PWA
1434
Pitcairn Wealth Advisors
Pennsylvania
$589K +$558K +2,714 New
FNT
1435
First Nebraska Trust
Nebraska
$588K – – –
LWM
1436
Lodestone Wealth Management
Washington
$587K -$44.6K -217 -7%
AIM
1437
Avity Investment Management
Connecticut
$587K +$556K +2,702 New
PFA
1438
Pathway Financial Advisors
Vermont
$584K – – –
TFA
1439
Toth Financial Advisory
Virginia
$583K -$1.23K -6 -0.2%
PAM
1440
PVG Asset Management
Colorado
$583K -$15.4K -75 -3%
OC
1441
Opinicus Capital
Florida
$583K +$552K +2,684 New
PGIM Custom Harvest
1442
PGIM Custom Harvest
New Jersey
$582K +$62.3K +303 +13%
DP
1443
Dearborn Partners
Illinois
$582K -$206K -1,000 -27%
FBB
1444
Fulton Breakefield Broenniman
Maryland
$579K -$5.14K -25 -0.9%
SPL
1445
Smart Portfolios LLC
Washington
$579K -$2.06K -10 -0.4%
LWL
1446
Leo Wealth LLC
Texas
$575K +$136K +663 +33%
BLC
1447
Brown, Lisle/Cummings
Rhode Island
$575K +$39.5K +192 +8%
NIA
1448
NBZ Investment Advisors
Tennessee
$572K – – –
TC
1449
TownSquare Capital
Utah
$571K +$34.8K +169 +7%
SRC
1450
Shufro Rose & Co
New York
$570K +$4.94K +24 +0.9%