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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1676
Heritage Wealth Advisors
Virginia
$759K +$23.4K +533 +3%
CIA
1677
CSat Investment Advisory
Michigan
$758K -$676K -15,410 -44%
TI
1678
Tidal Investments
Wisconsin
$757K -$894K -20,367 -51%
NCM
1679
Neumann Capital Management
California
$754K +$39.5K +900 +5%
CP
1680
Covenant Partners
Tennessee
$753K +$80.7K +1,840 +11%
KFS
1681
Kurt F. Somerville
$752K -$54.8K -1,250 -6%
V
1682
VeraBank
Texas
$752K -$21.9K -500 -3%
WFA
1683
Wade Financial Advisory
California
$752K -$3.16K -72 -0.4%
PB
1684
Pinnacle Bancorp
Nebraska
$752K +$219 +5 +0%
CWM
1685
Centric Wealth Management
Illinois
$749K -$44.6K -1,016 -6%
AF
1686
AMG Funds
Connecticut
$748K -$680K -15,509 -45%
CC
1687
Cadinha & Co
Hawaii
$747K -$5.62M -128,154 -87%
CFGS
1688
Concourse Financial Group Securities
Alabama
$746K +$62.3K +1,420 +8%
CB
1689
CNB Bank
Pennsylvania
$745K +$177K +4,031 +27%
RIG
1690
Renaissance Investment Group
Massachusetts
$744K +$5.48K +125 +0.7%
RIM
1691
Reliant Investment Management
Tennessee
$742K +$347K +7,920 +72%
AWA
1692
ARS Wealth Advisors
Florida
$741K -$215K -4,906 -21%
HPWM
1693
Highland Private Wealth Management
Washington
$739K +$19K +433 +2%
CST
1694
Charles Schwab Trust
Nevada
$736K -$139K -3,165 -14%
CFA
1695
Cahill Financial Advisors
Minnesota
$736K -$17.2K -393 -2%
JWS
1696
Juncture Wealth Strategies
Arizona
$735K +$38.2K +870 +5%
FSA
1697
Fort Sheridan Advisors
Illinois
$734K +$188K +4,293 +30%
WAAG
1698
Wealth Alliance Advisory Group
Kansas
$733K +$66.8K +1,523 +9%
CC
1699
Capital Counsel
New York
$726K +$29.9K +682 +4%
KWM
1700
Keebeck Wealth Management
Illinois
$723K +$191K +4,355 +31%
66 67
68
69 70