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Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
751
Hudson Valley Investment Advisors
New York
$239K -$33.8K -1,000 -12%
CFS
752
CRA Financial Services
New Jersey
$238K – – –
PBO
753
Peoples Bank (Ohio)
Ohio
$238K – – –
WPC
754
Wedmont Private Capital
Pennsylvania
$236K +$4.09K +121 +2%
SFWA
755
Summit Financial Wealth Advisors
Louisiana
$234K +$252K +7,461 New
WCA
756
Westover Capital Advisors
Delaware
$232K – – –
RWMG
757
Redwood Wealth Management Group
New Jersey
$230K -$5.14K -152 -2%
DOA
758
D'Orazio & Associates
Virginia
$230K -$20.1K -594 -8%
BHWM
759
Bar Harbor Wealth Management
New Hampshire
$229K – – –
UAS
760
United Asset Strategies
New York
$228K +$7.38K +218 +3%
PWA
761
PCG Wealth Advisors
Kansas
$228K +$246K +7,266 New
HI
762
Hendershot Investments
Virginia
$228K -$24.5K -725 -9%
FAM
763
Formidable Asset Management
Ohio
$228K -$83.4K -2,464 -25%
RSWM
764
Robertson Stephens Wealth Management
California
$227K -$26.5K -782 -10%
PMG
765
ProVise Management Group
Florida
$227K -$57.8K -1,707 -19%
EWA
766
Encompass Wealth Advisors
Oregon
$226K +$643 +19 +0.3%
ECM
767
Estabrook Capital Management
New York
$226K – – –
LWM
768
Liberty Wealth Management
California
$226K +$101 +3 +0%
AUB
769
Atlantic Union Bankshares
Virginia
$226K -$38.5K -1,139 -14%
ACI
770
Alpha Cubed Investments
California
$225K -$35.9K -1,062 -13%
TWM
771
Tradition Wealth Management
Minnesota
$224K +$1.83K +54 +0.8%
FCBT
772
First Citizens Bank & Trust
North Carolina
$222K -$9.24K -273 -4%
NMM
773
Naples Money Management
Florida
$222K +$6.16K +182 +3%
KWS
774
Keystone Wealth Services
California
$221K -$5.89K -174 -2%
MAWAG
775
Mid-American Wealth Advisory Group
Missouri
$221K – – –
29 30
31
32 33