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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
701
Almanack Investment Partners
Pennsylvania
$354K +$337K +9,395 New
FSG
702
Financial Strategies Group
Michigan
$354K
WSTAM
703
Wilbanks Smith & Thomas Asset Management
Virginia
$353K -$10.2K -285 -3%
1WA
704
180 Wealth Advisors
Washington
$352K +$8.25K +230 +3%
AMG
705
Advisors Management Group
Wisconsin
$352K -$20.4K -568 -6%
CAMG
706
CWA Asset Management Group
Florida
$351K -$825 -23 -0.2%
LSAG
707
Lake Street Advisors Group
New Hampshire
$351K -$29.7K -828 -8%
SL
708
Sentinus LLC
Illinois
$350K +$333K +9,287 New
KAM
709
KEB Asset Management
Illinois
$350K +$3.69K +103 +1%
NB
710
NBT Bank
New York
$348K +$1.36K +38 +0.4%
PWP
711
Phillips Wealth Planners
Mississippi
$345K +$68.5K +1,911 +27%
FIA
712
Foundations Investment Advisors
Arizona
$343K +$4.8K +134 +1%
BCM
713
Barometer Capital Management
Ontario, Canada
$343K +$199K +5,550 +168%
SGCA
714
Steel Grove Capital Advisors
Tennessee
$343K
MIS
715
Morningstar Investment Services
Illinois
$343K -$318K -8,871 -49%
CD
716
Chapin Davis
Maryland
$342K -$17.2K -481 -5%
CG
717
Clarus Group
Texas
$341K -$7.17K -200 -2%
GJIA
718
Glass Jacobson Investment Advisors
Maryland
$339K -$14.3K -400 -4%
HCM
719
Hollencrest Capital Management
California
$339K
ESB
720
Essex Savings Bank
Connecticut
$337K
GIM
721
Goelzer Investment Management
Indiana
$336K -$430 -12 -0.1%
Toronto Dominion Bank
722
Toronto Dominion Bank
Ontario, Canada
$335K +$47K +1,312 +17%
RWA
723
Redhawk Wealth Advisors
Minnesota
$334K -$110K -3,070 -26%
Allspring Global Investments
724
Allspring Global Investments
North Carolina
$331K +$233K +6,504 +284%
HI
725
Hendershot Investments
Virginia
$331K -$14.3K -400 -4%