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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
1051
J.W. Coons Advisors
Ohio
$487K
TSWM
1052
Triangle Securities Wealth Management
North Carolina
$485K -$8.97K -26 -2%
CNB
1053
Camden National Bank
Maine
$485K +$240K +696 +90%
SHFA
1054
SS&H Financial Advisors
Michigan
$483K
FNBTCON
1055
First National Bank & Trust Co of Newtown
Pennsylvania
$483K -$4.14K -12 -0.8%
ML
1056
McAdam LLC
Pennsylvania
$482K +$61K +177 +14%
DAS
1057
Diversify Advisory Services
Utah
$480K -$1.76M -5,115 -78%
CPW
1058
Cove Private Wealth
New York
$479K
AFG
1059
Atomi Financial Group
New York
$479K -$3.79K -11 -0.8%
CWS
1060
Confluence Wealth Services
Pennsylvania
$479K -$6.55K -19 -1%
AC
1061
ASB Consultores
Florida
$477K -$317K -918 -39%
ICM
1062
Islay Capital Management
Texas
$477K
FTWA
1063
Fifth Third Wealth Advisors
Ohio
$475K +$220K +638 +80%
GPA
1064
Guerra Pan Advisors
New Jersey
$475K +$20.7K +60 +4%
LFA
1065
Legacy Financial Advisors
Kentucky
$472K +$69K +200 +16%
NFP
1066
Narus Financial Partners
Utah
$472K +$15.5K +45 +3%
SQA
1067
Simon Quick Advisors
New Jersey
$471K +$63.8K +185 +15%
BHWM
1068
Bar Harbor Wealth Management
New Hampshire
$471K -$21K -61 -4%
SWS
1069
SYSTM Wealth Solutions
Illinois
$470K -$964K -2,796 -66%
KFS
1070
Kurt F. Somerville
$469K -$6.9K -20 -1%
BHWM
1071
Beaird Harris Wealth Management
Texas
$467K +$487K +1,413 New
SIM
1072
Sentry Investment Management
Wisconsin
$467K -$99.7K -289 -17%
BW
1073
Basepoint Wealth
Iowa
$466K -$242K -702 -33%
HWAM
1074
Hennion & Walsh Asset Management
New Jersey
$465K +$36.9K +107 +8%
REMPR
1075
Roof Eidam Maycock Peralta (REMP)
California
$464K -$96.6K -280 -17%