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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
801
Valeo Financial Advisors
Indiana
$212K +$23.3K +101 +13%
PAS
802
Park Avenue Securities
New York
$211K -$18.2K -79 -8%
BS
803
Boenning & Scattergood
Pennsylvania
$211K – – –
OWD
804
Osborn Williams & Donohoe
Ohio
$210K -$765K -3,315 -79%
ACM
805
Allred Capital Management
Texas
$210K -$115K -500 -36%
SGI
806
Summit Global Investments
Utah
$210K -$12K -52 -5%
CNBT
807
Canandaigua National Bank & Trust
New York
$207K -$3.46K -15 -2%
HAIM
808
Hunter Associates Investment Management
Pennsylvania
$207K +$204K +884 New
GFS
809
GYL Financial Synergies
Connecticut
$206K -$462 -2 -0.2%
SWA
810
Sutton Wealth Advisors
Florida
$205K -$693 -3 -0.3%
NB
811
NBT Bank
New York
$205K – – –
LWAC
812
Laurel Wealth Advisors (California)
California
$203K -$4.62K -20 -2%
MCM
813
Maple Capital Management
Vermont
$202K – – –
WA
814
WealthTrust Axiom
Pennsylvania
$201K – – –
POIA
815
Pin Oak Investment Advisors
Texas
$198K +$5.77K +25 +3%
FIB
816
First Interstate Bank
Montana
$197K -$31.9K -138 -14%
ARMT
817
Amica Retiree Medical Trust
Rhode Island
$196K -$46.9K -203 -20%
HAG
818
HighPoint Advisor Group
Illinois
$196K -$16.9K -73 -8%
NCM
819
Northstar Capital Management
New York
$195K -$257K -1,114 -57%
TFA
820
Transamerica Financial Advisors
Florida
$194K +$191K +826 +27,533%
CAL
821
Capital Analysts LLC
Pennsylvania
$193K -$22.2K -96 -10%
ACA
822
Atlas Capital Advisors
Wyoming
$189K -$817K -3,538 -81%
JFGIW
823
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$11.8K +51 +7%
CB
824
Community Bank
New York
$187K – – –
BAM
825
Belpointe Asset Management
Nevada
$184K -$35.8K -155 -16%