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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
851
Wilkins Investment Counsel
Massachusetts
$259K +$197K +6,222 New
SIA
852
Soltis Investment Advisors
Utah
$258K +$197K +6,203 New
SL
853
Summitry LLC
California
$258K +$196K +6,188 New
FNBTCON
854
First National Bank & Trust Co of Newtown
Pennsylvania
$257K +$196K +6,176 New
BA
855
Bluesphere Advisors
Pennsylvania
$256K +$195K +6,138 New
BFWM
856
Bright Futures Wealth Management
New York
$256K +$195K +6,136 New
CAI
857
Capital Advisors Inc
Oklahoma
$255K +$194K +6,124 New
KFS
858
Kaizen Financial Strategies
California
$255K +$202K +6,377 New
PWM
859
Palacios Wealth Management
Florida
$252K +$197K +6,220 New
WDL
860
Well Done LLC
Michigan
$252K +$192K +6,039 New
GCM
861
Graham Capital Management
Connecticut
$250K +$190K +6,000 New
IWM
862
IHT Wealth Management
Illinois
$249K +$190K +5,984 New
WCP
863
Wick Capital Partners
Pennsylvania
$249K +$189K +5,967 New
SYBT
864
Stock Yards Bank & Trust
Kentucky
$247K +$188K +5,926 New
TPCW
865
TD Private Client Wealth
New York
$246K -$37.2K -1,173 -17%
SIM
866
Samara Investment Management
Oregon
$246K +$187K +5,899 New
KIM
867
Kestra Investment Management
Texas
$246K +$187K +5,899 New
HIP
868
HUB Investment Partners
Texas
$245K +$187K +5,883 New
GIA
869
Gladstone Institutional Advisory
Florida
$245K +$186K +5,871 New
VFA
870
Voya Financial Advisors
Connecticut
$244K +$189K +5,970 New
WF
871
Welch & Forbes
Massachusetts
$243K +$185K +5,839 New
AC
872
Annandale Capital
Texas
$241K +$184K +5,795 New
BHBT
873
Burke & Herbert Bank & Trust
Virginia
$241K +$183K +5,781 New
MWM
874
Massachusetts Wealth Management
Massachusetts
$239K +$182K +5,745 New
MAWA
875
Moss Adams Wealth Advisors
Washington
$239K +$182K +5,738 New