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Name Holding Trade Value Shares
Change
Change in
Stake
EB
1101
Eastern Bank
Massachusetts
$361K -$84.5K -265 -17%
AC
1102
ASB Consultores
Florida
$361K +$42.1K +132 +11%
HH
1103
Hilltop Holdings
Texas
$361K +$42.7K +134 +11%
AFG
1104
Atomi Financial Group
New York
$361K -$90.2K -283 -18%
IIM
1105
Intact Investment Management
Quebec, Canada
$359K +$351K +1,100 +550%
SL
1106
Sentinus LLC
Illinois
$359K +$3.51K +11 +0.9%
KAS
1107
KPP Advisory Services
Kentucky
$358K +$6.38K +20 +2%
GWM
1108
Geneos Wealth Management
Colorado
$356K -$4.46K -14 -1%
MW
1109
Marcum Wealth
Ohio
$355K -$15.9K -50 -4%
WSC
1110
Wellington Shields & Co
New York
$355K – – –
PI
1111
Pettee Investors
Connecticut
$354K – – –
BTWM
1112
Baker Tilly Wealth Management
Wisconsin
$353K -$65K -204 -14%
PWW
1113
Pettyjohn Wood & White
Virginia
$353K – – –
BG
1114
Bahl & Gaynor
Ohio
$352K – – –
TSWM
1115
Triangle Securities Wealth Management
North Carolina
$351K -$15.9K -50 -4%
HPIA
1116
Hamilton Point Investment Advisors
North Carolina
$350K – – –
TFF
1117
The Family Firm
Maryland
$350K +$956 +3 +0.2%
SC
1118
Sierra Capital
Florida
$348K -$11.5K -36 -3%
FFG
1119
Fiduciary Financial Group
California
$348K +$30.3K +95 +8%
BC
1120
Broadwater Capital
Massachusetts
$347K – – –
CT
1121
Chicago Trust
Illinois
$345K -$187K -588 -32%
OP
1122
Oslo Pensjonsforsikring
$345K +$79.7K +250 +25%
AW
1123
Apricus Wealth
South Carolina
$344K -$19.1K -60 -5%
MWM
1124
Maridea Wealth Management
New York
$343K +$396K +1,243 New
WAM
1125
Weatherly Asset Management
California
$343K -$1.59K -5 -0.4%