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Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
1176
Lucia Wealth Services
California
$555K +$557K +7,658 New
BRWA
1177
B. Riley Wealth Advisors
Florida
$554K -$39.2K -539 -7%
ST
1178
Smithfield Trust
Pennsylvania
$553K +$66.3K +912 +14%
AAC
1179
Asset Advisors Corp
Georgia
$551K – – –
NGA
1180
Naples Global Advisors
Florida
$546K -$38.8K -533 -7%
HF
1181
HRT Financial
New York
$546K +$548K +7,536 New
AAP
1182
Ardsley Advisory Partners
Connecticut
$545K +$545K +7,500 New
VIM
1183
Vista Investment Management
Pennsylvania
$543K +$544K +7,485 New
SCI
1184
S&CO Inc
Massachusetts
$539K – – –
CL
1185
Choreo LLC
Illinois
$536K -$136K -1,876 -20%
JA
1186
JOYN Advisors
Georgia
$536K +$537K +7,388 New
WFG
1187
Wills Financial Group
Virginia
$535K -$565K -7,778 -51%
MA
1188
Mutual Advisors
Nebraska
$533K +$534K +7,346 New
RWA
1189
Ropes Wealth Advisors
Massachusetts
$530K -$11.1K -153 -2%
CB
1190
CNB Bank
Pennsylvania
$530K +$532K +7,313 New
BDF
1191
Balasa Dinverno & Foltz
$529K -$37.6K -517 -7%
WSC
1192
Wellington Shields & Co
New York
$529K +$43.6K +600 +9%
BST
1193
Bath Savings Trust
Maine
$528K -$99.7K -1,371 -16%
VIA
1194
Virtus Investment Advisers
Connecticut
$528K -$42.2K -581 -7%
CFMC
1195
Curbstone Financial Management Corp
New Hampshire
$526K -$1.09M -14,980 -67%
PP
1196
Patten & Patten
Tennessee
$526K -$49.5K -681 -9%
LFAS
1197
Level Four Advisory Services
Texas
$519K -$741K -10,188 -59%
CWM
1198
Confluence Wealth Management
Oregon
$517K -$51.1K -703 -9%
BHBT
1199
Burke & Herbert Bank & Trust
Virginia
$516K -$17.2K -236 -3%
BFO
1200
Biltmore Family Office
North Carolina
$515K +$516K +7,104 New
46 47
48
49 50