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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
601
Private Trust Company
Ohio
$214K -$1.7K -9 -0.8%
OWA
602
Opal Wealth Advisors
New York
$213K +$221K +1,172 New
BFO
603
Biltmore Family Office
North Carolina
$212K – – –
SIM
604
Stratos Investment Management
Ohio
$212K +$219K +1,162 New
V
605
VeraBank
Texas
$211K – – –
JWCA
606
J.W. Coons Advisors
Ohio
$211K +$220K +1,163 New
BSAM
607
Blue Square Asset Management
New York
$210K – – –
AWA
608
Arkadios Wealth Advisors
Georgia
$210K +$52.9K +280 +32%
FHA
609
First Horizon Advisors
Tennessee
$207K +$47.8K +253 +29%
FRM
610
Fox Run Management
Connecticut
$207K +$215K +1,139 New
KFC
611
Klingenstein Fields & Co
New York
$205K +$213K +1,126 New
PCG
612
Private Capital Group
Connecticut
$203K +$36.1K +191 +21%
WPW
613
Waldron Private Wealth
Pennsylvania
$203K +$211K +1,118 New
RTC
614
Riverview Trust Company
Washington
$199K – – –
SC
615
Steph & Co
Wisconsin
$199K – – –
CWC
616
Carolinas Wealth Consulting
North Carolina
$198K -$35.9K -190 -15%
CT
617
Caldwell Trust
Florida
$193K – – –
Capstone Investment Advisors
618
Capstone Investment Advisors
New York
$192K +$199K +1,056 New
AIM
619
Arcadia Investment Management
Michigan
$182K – – –
TSW
620
Thompson Siegel & Walmsley
Virginia
$182K – – –
SPIA
621
Steward Partners Investment Advisory
New York
$181K +$9.26K +49 +5%
HFS
622
Hantz Financial Services
Michigan
$178K +$20K +106 +12%
AF
623
Advisornet Financial
Minnesota
$160K -$66.1K -350 -28%
AA
624
Ancora Advisors
Ohio
$158K – – –
FDCDDQ
625
Federation des caisses Desjardins du Quebec
Quebec, Canada
$155K -$8.88K -47 -5%