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Name Holding Trade Value Shares
Change
Change in
Stake
AGP
801
Autumn Glory Partners
Texas
$543K +$293K +5,553 +126%
CCA
802
Checchi Capital Advisers
California
$543K -$15.2K -287 -3%
FUBT
803
First United Bank & Trust
Maryland
$540K -$121K -2,294 -19%
BHBT
804
Burke & Herbert Bank & Trust
Virginia
$540K -$27.1K -514 -5%
OA
805
Oxbow Advisors
Texas
$539K – – –
ET
806
Equitable Trust
Tennessee
$539K +$246K +4,661 +90%
HR
807
Howe & Rusling
New York
$538K -$1K -19 -0.2%
PMSA
808
Patrick M. Sweeney & Associates
Illinois
$538K +$7.34K +139 +1%
GFA
809
Gifford Fong Associates
California
$537K – – –
NRS
810
Neville Rodie & Shaw
New York
$536K – – –
CAM
811
Cidel Asset Management
Ontario, Canada
$533K +$48.6K +921 +10%
SC
812
Schulhoff & Co
Ohio
$533K – – –
IRC
813
Investors Research Corp
Georgia
$531K – – –
WIM
814
WealthPlan Investment Management
Nebraska
$529K +$106 +2 +0%
CFGS
815
Concourse Financial Group Securities
Alabama
$527K -$10.1K -191 -2%
HWMO
816
Heritage Wealth Management (Ohio)
Ohio
$526K – – –
MWM
817
Massachusetts Wealth Management
Massachusetts
$522K -$563K -10,673 -53%
SSA
818
Sierra Summit Advisors
Nevada
$522K +$76.6K +1,451 +18%
HFRG
819
Houlihan Financial Resource Group
Virginia
$522K +$505K +9,561 New
Horizon Investments
820
Horizon Investments
North Carolina
$520K -$229K -4,334 -31%
Aptus Capital Advisors
821
Aptus Capital Advisors
Alabama
$512K -$109K -2,060 -18%
ALAM
822
Asahi Life Asset Management
Japan
$510K -$300K -5,677 -38%
IIM
823
Ipswich Investment Management
Massachusetts
$510K -$59.2K -1,121 -11%
SFI
824
Siemens Fonds Invest
Germany
$509K -$79.2K -1,500 -14%
Eastern Bank
825
Eastern Bank
Massachusetts
$507K +$490K +9,286 New