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Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
1201
Fort Washington Investment Advisors
Ohio
$262K -$11.9K -34 -4%
CCMG
1202
Clark Capital Management Group
Pennsylvania
$262K +$265K +753 New
NW
1203
NewEdge Wealth
Pennsylvania
$262K +$265K +753 New
ATIA
1204
American Trust Investment Advisors
New Hampshire
$259K -$10.5K -30 -4%
RAM
1205
Ramirez Asset Management
New York
$258K
MWA
1206
Midland Wealth Advisors
Illinois
$255K -$3.16K -9 -1%
MA
1207
MCF Advisors
Kentucky
$255K
KCM
1208
Kanawha Capital Management
Virginia
$255K -$35.1K -100 -12%
MSFS
1209
Main Street Financial Solutions
Pennsylvania
$255K -$404K -1,149 -61%
PWW
1210
Pettyjohn Wood & White
Virginia
$254K
PNC
1211
Park National Corp
Ohio
$254K +$703 +2 +0.3%
GA
1212
Geller Advisors
New York
$253K +$351 +1 +0.1%
EWA
1213
EverSource Wealth Advisors
Alabama
$253K +$29.5K +84 +13%
ONST
1214
Old North State Trust
North Carolina
$250K
FC
1215
Fairscale Capital
New Hampshire
$250K
DMBA
1216
Deseret Mutual Benefit Administrators
Utah
$250K +$61.1K +174 +32%
AA
1217
Advisory Alpha
Michigan
$249K -$4.92K -14 -2%
KFA
1218
Kelleher Financial Advisors
New York
$248K +$3.51K +10 +1%
PAG
1219
Poinciana Advisors Group
Florida
$247K +$249K +709 New
C
1220
Certuity
Florida
$247K +$26.3K +75 +12%
BA
1221
Bristlecone Advisors
Washington
$245K
DWM
1222
Destination Wealth Management
California
$244K
AF
1223
Advisornet Financial
Minnesota
$244K -$1.41K -4 -0.6%
UPS
1224
UHLMANN PRICE SECURITIES
Illinois
$244K
AF
1225
AGP Franklin
Tennessee
$244K +$246K +700 New