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Name Holding Trade Value Shares
Change
Change in
Stake
AF
976
Apexium Financial
Texas
$514K -$2.63K -13 -0.5%
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
$513K -$18.4K -91 -4%
Nomura Holdings
978
Nomura Holdings
Japan
$512K -$730K -3,612 -59%
TSW
979
Thompson Siegel & Walmsley
Virginia
$512K +$4.04K +20 +0.8%
WG
980
Welch Group
Alabama
$511K -$22.2K -110 -4%
EWA
981
EverSource Wealth Advisors
Alabama
$509K -$49.9K -247 -9%
SFO
982
Stokes Family Office
Louisiana
$508K +$20.6K +102 +4%
TCOT
983
Trust Company of Toledo
Ohio
$505K +$228K +1,126 +87%
JIC
984
Joel Isaacson & Co
New York
$505K -$5.05K -25 -1%
VBCG
985
Valley Brook Capital Group
Pennsylvania
$502K
KFS
986
Kurt F. Somerville
$500K -$40.4K -200 -8%
EFMC
987
Empire Financial Management Company
New York
$499K +$35.4K +175 +8%
FA
988
Faithward Advisors
Pennsylvania
$496K +$59.2K +293 +15%
FCCM
989
First City Capital Management
Georgia
$496K
FHA
990
Flagship Harbor Advisors
Massachusetts
$495K
SIM
991
Sentry Investment Management
Wisconsin
$494K -$116K -575 -20%
GA
992
Goldstein Advisors
Wisconsin
$494K +$8.69K +43 +2%
SC
993
SRB Corp
Massachusetts
$491K +$28.9K +143 +6%
GIA
994
Gateway Investment Advisers
Ohio
$489K -$17.6K -87 -4%
LFA
995
Legacy Financial Advisors
Kentucky
$489K +$86.5K +428 +22%
FWA
996
FSM Wealth Advisors
Ohio
$487K -$27.3K -135 -5%
SIG
997
Sky Investment Group
Connecticut
$481K
GL
998
Graypoint LLC
New York
$478K +$86.1K +426 +23%
WJWM
999
Williams Jones Wealth Management
New York
$478K -$160K -793 -26%
BFM
1000
Boston Financial Management
Massachusetts
$477K -$96.4K -477 -17%