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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
751
Avalon Investment & Advisory
Texas
$269K +$37.4K +250 +17%
CCT
752
Country Club Trust
Missouri
$268K
EM
753
Excalibur Management
Massachusetts
$268K +$261K +1,745 New
BAM
754
Berkshire Asset Management
Pennsylvania
$267K -$120K -801 -32%
CFG
755
Capstone Financial Group
Oklahoma
$266K +$259K +1,734 New
EWM
756
Evermay Wealth Management
Virginia
$263K +$52.3K +350 +26%
DBG
757
De Burlo Group
Massachusetts
$263K +$256K +1,716 New
ISL
758
Ingalls & Snyder LLC
New York
$262K
IP
759
Investment Partners
Ohio
$261K +$747 +5 +0.3%
RM
760
Resource Management
Louisiana
$261K +$37.5K +251 +17%
CPA
761
Court Place Advisors
Maryland
$258K -$4.93K -33 -2%
EGM
762
Engineers Gate Manager
New York
$255K -$379K -2,534 -60%
APWM
763
Atlas Private Wealth Management
New York
$251K +$244K +1,633 New
OFS
764
Oldfather Financial Services
Nebraska
$250K +$241K +1,612 New
SWA
765
SFMG Wealth Advisors
Texas
$249K
BWP
766
Bernardo Wealth Planning
Pennsylvania
$247K +$1.79K +12 +0.8%
Federated Hermes
767
Federated Hermes
Pennsylvania
$246K -$22.6K -151 -9%
AFM
768
Abbot Financial Management
Massachusetts
$246K
AMIM
769
Aull & Monroe Investment Management
Alabama
$246K
PCA
770
Peddock Capital Advisors
Massachusetts
$246K
SBWM
771
Sunflower Bank Wealth Management
Arizona
$246K
KWM
772
Kingsview Wealth Management
Oregon
$245K -$55.1K -369 -19%
LOAME
773
Lombard Odier Asset Management (Europe)
United Kingdom
$243K
PL
774
Plancorp LLC
Missouri
$243K +$237K +1,584 New
BIM
775
Baldwin Investment Management
Pennsylvania
$242K