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Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
676
Woodley Farra Manion Portfolio Management
Indiana
$380K -$4.83K -115 -1%
ITIM
677
Indiana Trust & Investment Management
Indiana
$380K +$1.98K +47 +0.5%
WAM
678
Wealthspire Advisors (Maryland)
Maryland
$379K -$64.8K -1,543 -15%
PHAM
679
Palisades Hudson Asset Management
Florida
$379K -$4.83K -115 -1%
SP
680
Successful Portfolios
Florida
$376K -$6.13K -146 -2%
PBO
681
Peoples Bank (Ohio)
Ohio
$374K -$13.8K -328 -4%
CFG
682
Citizens Financial Group
Rhode Island
$372K -$4.71K -112 -1%
GLA
683
Good Life Advisors
Pennsylvania
$368K +$9.79K +233 +3%
SCP
684
Syntal Capital Partners
Texas
$361K -$54.3K -1,293 -13%
FWIA
685
Fort Washington Investment Advisors
Ohio
$361K +$18.1K +430 +5%
Carson Wealth (CWM LLC)
686
Carson Wealth (CWM LLC)
Nebraska
$361K +$85.5K +2,035 +32%
IIC
687
Integrated Investment Consultants
Michigan
$357K -$13.4K -318 -4%
FI
688
FormulaFolio Investments
Michigan
$351K +$42.5K +1,012 +14%
EAM
689
Eagle Asset Management
Florida
$349K -$624K -14,843 -65%
RW
690
Rand Wealth
Maryland
$348K -$4.37K -104 -1%
FCBT
691
First Citizens Bank & Trust
North Carolina
$347K +$340K +8,084 New
MFG
692
Merit Financial Group
Georgia
$346K -$22.9K -545 -6%
BFG
693
Beacon Financial Group
Texas
$346K -$4.41K -105 -1%
BHBT
694
Burke & Herbert Bank & Trust
Virginia
$345K -$27K -642 -7%
SWA
695
Sutton Wealth Advisors
Florida
$344K -$22.2K -529 -6%
SFSIG
696
San Francisco Sentry Investment Group
California
$338K -$69.9K -1,664 -17%
TCOV
697
Trust Company of Vermont
Vermont
$338K +$31K +738 +10%
WA
698
WealthTrust Axiom
Pennsylvania
$336K -$186K -4,416 -36%
BUB
699
BBVA USA Bancshares
Texas
$335K -$13.6K -324 -4%
NFG
700
Nations Financial Group
Iowa
$335K +$23.4K +558 +8%