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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
751
Great Valley Advisor Group
Delaware
$271K -$2.39K -16 -0.9%
IWM
752
IHT Wealth Management
Illinois
$270K -$171K -1,145 -39%
PWLP
753
Prio Wealth Limited Partnership
Massachusetts
$269K – – –
AIA
754
Avalon Investment & Advisory
Texas
$269K +$37.4K +250 +17%
CCT
755
Country Club Trust
Missouri
$268K – – –
EM
756
Excalibur Management
Massachusetts
$268K +$261K +1,745 New
BAM
757
Berkshire Asset Management
Pennsylvania
$267K -$120K -801 -32%
CFG
758
Capstone Financial Group
Oklahoma
$266K +$259K +1,734 New
EWM
759
Evermay Wealth Management
Virginia
$263K +$52.3K +350 +26%
DBG
760
De Burlo Group
Massachusetts
$263K +$256K +1,716 New
ISL
761
Ingalls & Snyder LLC
New York
$262K – – –
IP
762
Investment Partners
Ohio
$261K +$747 +5 +0.3%
RM
763
Resource Management
Louisiana
$261K +$37.5K +251 +17%
CPA
764
Court Place Advisors
Maryland
$258K -$4.93K -33 -2%
EGM
765
Engineers Gate Manager
New York
$255K -$379K -2,534 -60%
APWM
766
Atlas Private Wealth Management
New York
$251K +$244K +1,633 New
OFS
767
Oldfather Financial Services
Nebraska
$250K +$241K +1,612 New
SWA
768
SFMG Wealth Advisors
Texas
$249K – – –
BWP
769
Bernardo Wealth Planning
Pennsylvania
$247K +$1.79K +12 +0.8%
Federated Hermes
770
Federated Hermes
Pennsylvania
$246K -$22.6K -151 -9%
AFM
771
Abbot Financial Management
Massachusetts
$246K – – –
AMIM
772
Aull & Monroe Investment Management
Alabama
$246K – – –
PCA
773
Peddock Capital Advisors
Massachusetts
$246K – – –
SBWM
774
Sunflower Bank Wealth Management
Arizona
$246K – – –
KWM
775
Kingsview Wealth Management
Oregon
$245K -$55.1K -369 -19%