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Name Holding Trade Value Shares
Change
Change in
Stake
HA
626
Herold Advisors
New York
$312K +$17.7K +580 +6%
OFG
627
Oxford Financial Group
Indiana
$312K – – –
PGAM
628
Princeton Global Asset Management
New Jersey
$312K – – –
FMWA
629
Forvis Mazars Wealth Advisors
Missouri
$310K -$28.7K -940 -8%
Bank of Nova Scotia
630
Bank of Nova Scotia
Ontario, Canada
$310K +$322K +10,550 New
AUB
631
Atlantic Union Bankshares
Virginia
$308K – – –
LSAG
632
Lake Street Advisors Group
New Hampshire
$308K +$319K +10,480 New
LBC
633
Lowe Brockenbrough & Co
Virginia
$307K -$18.3K -600 -5%
SRC
634
Sage Rhino Capital
California
$306K +$11.3K +369 +4%
EAM
635
Eagle Asset Management
Florida
$305K -$13.3K -436 -4%
XF
636
XML Financial
Maryland
$305K +$40.3K +1,322 +15%
GIA
637
Gladstone Institutional Advisory
Florida
$305K +$316K +10,362 New
CAMG
638
CWA Asset Management Group
Florida
$302K -$20.9K -685 -6%
SFP
639
Sweet Financial Partners
Minnesota
$302K +$13.9K +455 +5%
MSAM
640
Moloney Securities Asset Management
Missouri
$301K +$26.8K +878 +9%
APP
641
Avantax Planning Partners
Iowa
$300K -$34.6K -1,136 -10%
HVIA
642
Hudson Valley Investment Advisors
New York
$299K – – –
BCCM
643
Bridge Creek Capital Management
Massachusetts
$298K +$28.2K +925 +10%
MA
644
MONECO Advisors
Connecticut
$297K +$2.1K +69 +0.7%
NB
645
NBT Bank
New York
$297K +$20.4K +669 +7%
HI
646
Hendershot Investments
Virginia
$296K – – –
EB
647
Eastern Bank
Massachusetts
$296K +$2.35K +77 +0.8%
SPWM
648
Straight Path Wealth Management
Michigan
$294K -$61K -2,000 -17%
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$293K +$10.5K +345 +4%
MCM
650
MAI Capital Management
Ohio
$292K -$2.17K -71 -0.7%