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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
951
Valley National Advisers
Pennsylvania
$267K +$191K +839 +218%
KFP
952
KB Financial Partners
New Jersey
$265K +$277K +1,217 New
IAIM
953
Industrial Alliance Investment Management
Quebec, Canada
$264K +$276K +1,212 New
FAM
954
Fenimore Asset Management
New York
$262K
ZF
955
Zhang Financial
Michigan
$262K +$911 +4 +0.3%
DA
956
Detalus Advisors
Missouri
$262K +$273K +1,200 New
IWA
957
Intercontinental Wealth Advisors
Texas
$260K
NF
958
Norwood Financial
Pennsylvania
$260K +$272K +1,195 New
WS
959
Wedbush Securities
California
$258K -$11.4K -50 -4%
APP
960
Avantax Planning Partners
Iowa
$257K +$11.8K +52 +5%
PLFAM
961
Pineno Levin & Ford Asset Management
Virginia
$254K
MSAM
962
Moloney Securities Asset Management
Missouri
$254K +$11.4K +50 +4%
PWP
963
Perfromance Wealth Partners
Illinois
$254K +$265K +1,163 New
SMH
964
Sanders Morris Harris
Texas
$253K
HIIFS
965
Harel Insurance Investments & Financial Services
Israel
$252K -$52.4K -230 -17%
TMAM
966
Tokio Marine Asset Management
Japan
$251K +$27.6K +121 +12%
CDH
967
Charles D. Hyman
$250K
KMC
968
Kirr Marbach & Co
Indiana
$249K
WW
969
Waterfront Wealth
Kansas
$246K -$228 -1 -0.1%
GF
970
Gabelli Funds
New York
$246K +$44K +193 +21%
SWM
971
SeaCrest Wealth Management
New York
$245K -$87.7K -385 -25%
ECM
972
Evergreen Capital Management
Washington
$245K -$4.33K -19 -2%
MWM
973
Mattern Wealth Management
Kansas
$245K
SAM
974
S.A. Mason
Michigan
$245K
SIA
975
SkyView Investment Advisors
New Jersey
$245K +$3.68M +16,142 New