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Name Holding Trade Value Shares
Change
Change in
Stake
PNC
776
Park National Corp
Ohio
$201K +$195K +1,050 New
SMC
777
Smith, Moore & Co
Missouri
$201K +$195K +1,050 New
CFD
778
Creative Financial Designs
Indiana
$197K – – –
NFG
779
Next Financial Group
Texas
$196K -$166K -891 -47%
Credit Agricole
780
Credit Agricole
France
$192K – – –
VRM
781
Vectors Research Management
New York
$192K – – –
SIC
782
Salem Investment Counselors
North Carolina
$189K -$27.9K -150 -13%
FF
783
FourThought Financial
Florida
$189K -$16K -86 -8%
CF
784
Centaurus Financial
California
$189K +$183K +984 New
BAM
785
Baldrige Asset Management
Pennsylvania
$178K +$172K +926 New
MHR
786
Matthew Hamilton Rosenberg
$177K -$186 -1 -0.1%
IBOK
787
Independence Bank of Kentucky
Kentucky
$173K -$67.9K -365 -29%
FCT
788
Family Capital Trust
Massachusetts
$173K – – –
ARMC
789
American Research & Management Company
Massachusetts
$168K -$372K -2,000 -70%
FHA
790
First Horizon Advisors
Tennessee
$165K +$38.7K +208 +32%
PCG
791
Private Capital Group
Connecticut
$163K -$32.5K -175 -17%
AssetMark Inc
792
AssetMark Inc
California
$153K -$20.8K -112 -12%
BWM
793
Baystate Wealth Management
Massachusetts
$146K +$13.2K +71 +10%
WQ
794
Wealth Quarterback
New Jersey
$145K +$140K +754 New
LJHT
795
Laurie J. Hall Trustee
$144K -$1.12K -6 -0.8%
SNT
796
Security National Trust
West Virginia
$144K – – –
CI
797
CX Institutional
Indiana
$142K – – –
AWA
798
Artemis Wealth Advisors
New York
$135K – – –
HS
799
Horan Securities
United States
$127K +$75.1K +404 +155%
BAM
800
Belpointe Asset Management
Nevada
$120K +$186 +1 +0.2%