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Name Holding Trade Value Shares
Change
Change in
Stake
D
2101
Diversified
Delaware
$479K +$18.3K +348 +4%
FMTC
2102
Farmers & Merchants Trust Company
California
$477K -$5.26K -100 -1%
FAT
2103
First American Trust
California
$475K
MFS
2104
Madrona Financial Services
Washington
$475K
ICP
2105
Interchange Capital Partners
Pennsylvania
$474K -$644K -12,235 -58%
IFO
2106
Independent Family Office
New York
$473K
GLLW
2107
Graves Light Lenhart Wealth
Virginia
$472K +$4.58K +87 +1%
AWA
2108
Aaron Wealth Advisors
Illinois
$470K +$368 +7 +0.1%
LFF
2109
Level Four Financial
Texas
$469K -$14.2K -269 -3%
DW
2110
Domani Wealth
Pennsylvania
$466K -$8.21K -156 -2%
MAM
2111
MMA Asset Management
Pennsylvania
$466K +$15.2K +288 +3%
ITIM
2112
Indiana Trust & Investment Management
Indiana
$466K +$61.2K +1,164 +13%
SIG
2113
Sargent Investment Group
Maryland
$465K +$60.8K +1,156 +15%
SCM
2114
Silvant Capital Management
Georgia
$463K
AWM
2115
Absher Wealth Management
North Carolina
$461K -$12.6K -240 -3%
WCM
2116
Whitener Capital Management
North Carolina
$460K +$9.78K +186 +2%
VFA
2117
Voya Financial Advisors
Connecticut
$459K -$5.62M -106,810 -92%
HC
2118
Hatton Consulting
Arizona
$459K +$456K +8,669 New
WIA
2119
World Investment Advisors
California
$458K -$226K -4,295 -33%
CWM
2120
Chesapeake Wealth Management
Virginia
$458K -$21.7K -412 -5%
FC
2121
Financial Consulate
Maryland
$458K -$4.47K -85 -1%
FFC
2122
First Financial Corp
Indiana
$458K
CFS
2123
CRA Financial Services
New Jersey
$457K -$5.26K -100 -1%
FMI
2124
F/M Investments
District of Columbia
$456K -$77.3K -1,470 -15%
SAA
2125
Southeast Asset Advisors
Georgia
$456K +$1.79K +34 +0.4%