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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1026
IFP Advisors
Florida
$205K -$188K -842 -50%
PCH
1027
PGIM Custom Harvest
New Jersey
$205K – – –
CSIC
1028
Clifford Swan Investment Counsel
California
$205K +$189K +848 New
BMCM
1029
Burns Matteson Capital Management
New York
$204K +$188K +845 New
AIC
1030
Ameritas Investment Company
Nebraska
$203K -$150K -672 -44%
HDIM
1031
Hanson & Doremus Investment Management
Vermont
$203K +$4.68K +21 +3%
MLL
1032
Moody Lynn & Lieberson
Massachusetts
$201K -$90K -404 -33%
SFG
1033
SNS Financial Group
Minnesota
$201K -$59.3K -266 -24%
APWA
1034
Atlas Private Wealth Advisors
New Jersey
$201K +$185K +830 New
WCM
1035
Washburn Capital Management
Florida
$201K +$185K +831 New
COCM
1036
Charter Oak Capital Management
New Hampshire
$199K – – –
SC
1037
SouthState Corp
Florida
$192K -$36.8K -165 -17%
BAM
1038
Belpointe Asset Management
Nevada
$189K -$2.67K -12 -2%
CHC
1039
City Holding Co
West Virginia
$187K – – –
EW
1040
Evoke Wealth
California
$181K +$4.9K +22 +3%
BCA
1041
Berman Capital Advisors
Georgia
$178K +$62.2K +279 +60%
CWP
1042
Concord Wealth Partners
Virginia
$175K -$7.8K -35 -5%
BWM
1043
Baystate Wealth Management
Massachusetts
$174K – – –
FCB
1044
First Command Bank
Texas
$173K +$27K +121 +20%
FCFS
1045
First Command Financial Services
Texas
$173K +$27K +121 +20%
AA
1046
Ancora Advisors
Ohio
$172K – – –
HI
1047
Hudock Inc
Pennsylvania
$172K +$446 +2 +0.3%
CI
1048
CX Institutional
Indiana
$172K +$25.9K +116 +19%
JWA
1049
JFS Wealth Advisors
Pennsylvania
$167K – – –
VCM
1050
Vigilant Capital Management
Maine
$167K +$223 +1 +0.1%