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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
1501
Atlantic Union Bankshares
Virginia
$398K
SIC
1502
Salem Investment Counselors
North Carolina
$398K +$12.2K +45 +3%
UWM
1503
USAdvisors Wealth Management
Minnesota
$397K +$364K +1,345 New
GCA
1504
Gradient Capital Advisors
California
$396K +$363K +1,342 New
WAAG
1505
Wealth Alliance Advisory Group
Kansas
$394K +$361K +1,335 New
IA
1506
Independence Advisors
Pennsylvania
$393K
HAIM
1507
Hunter Associates Investment Management
Pennsylvania
$391K +$27.1K +100 +8%
BWFA
1508
Baltimore-Washington Financial Advisors
Maryland
$390K +$85.5K +316 +31%
TFO
1509
Tarbox Family Office
California
$389K +$83.7K +309 +31%
WPW
1510
Waldron Private Wealth
Pennsylvania
$388K -$96.4K -356 -21%
EWM
1511
Evermay Wealth Management
Virginia
$387K +$57.7K +213 +19%
FCAG
1512
First Capital Advisors Group
New Jersey
$385K -$42K -155 -11%
WAP
1513
Wealthcare Advisory Partners
Pennsylvania
$385K +$72.3K +267 +26%
HCP
1514
Holt Capital Partners
Texas
$383K
OCM
1515
Orser Capital Management
Texas
$381K +$304K +1,122 New
CBB
1516
Citizens Business Bank
California
$379K
RHFI
1517
Reilly Herbert Faulkner III
$379K
FGC
1518
Financial Gravity Companies
Texas
$377K +$288K +1,064 New
DMC
1519
Drexel Morgan & Co
Pennsylvania
$376K
TI
1520
Truepoint Inc
Ohio
$376K
AWA
1521
AmeriServ Wealth Advisors
Pennsylvania
$375K +$366K +1,353 New
CAI
1522
Capital Advisors Inc
Oklahoma
$374K +$20.3K +75 +6%
GC
1523
Gratus Capital
Georgia
$371K
BO
1524
BRR OpCo
Ohio
$371K +$10.8K +40 +3%
SVCP
1525
Silicon Valley Capital Partners
California
$370K +$1.62K +6 +0.5%