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Name Holding Trade Value Shares
Change
Change in
Stake
PSP
651
Principal Street Partners
Tennessee
$317K +$32.6K +930 +11%
ISL
652
Ingalls & Snyder LLC
New York
$317K
EWA
653
Exencial Wealth Advisors
Oklahoma
$317K -$2.95K -84 -0.9%
SAM
654
Silvercrest Asset Management
New York
$316K
WAM
655
Weinberger Asset Management
California
$316K
FDCDDQ
656
Federation des caisses Desjardins du Quebec
Quebec, Canada
$316K -$20.2K -576 -6%
GP
657
Greenline Partners
New York
$316K
PP
658
PDS Planning
Ohio
$313K +$11.3K +321 +4%
HCM
659
Hollencrest Capital Management
California
$313K
PWM
660
Perigon Wealth Management
California
$311K +$19.6K +560 +7%
AUB
661
Atlantic Union Bankshares
Virginia
$309K -$46.7K -1,330 -13%
HIC
662
Holderness Investments Company
North Carolina
$309K -$119K -3,382 -28%
DCM
663
Donaldson Capital Management
Indiana
$308K
GF
664
Goodman Financial
Texas
$308K
UBS AM
665
UBS AM
Illinois
$307K +$310K +8,850 New
DWT
666
Dorsey & Whitney Trust
South Dakota
$307K -$239K -6,813 -44%
AF
667
Advisornet Financial
Minnesota
$307K -$4.28K -122 -1%
FMWA
668
Forvis Mazars Wealth Advisors
Missouri
$306K -$10.3K -294 -3%
SIA
669
Soltis Investment Advisors
Utah
$304K +$71.2K +2,030 +30%
SOS
670
Silver Oak Securities
Tennessee
$304K -$14.4K -411 -4%
ERIC
671
Eagle Rock Investment Company
Georgia
$302K -$25.9K -739 -8%
BFG
672
Berger Financial Group
Minnesota
$301K -$6.98K -199 -2%
OIA
673
OneDigital Investment Advisors
Kansas
$301K +$52.3K +1,491 +21%
RPCONE
674
Retirement Planning Company of New England
Rhode Island
$299K +$1.61K +46 +0.5%
CMMS
675
Comprehensive Money Management Services
Florida
$297K +$5.96K +170 +2%