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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1001
Pinnacle Wealth Planning Services
Ohio
$330K +$6.28K +117 +2%
NIM
1002
Northeast Investment Management
Massachusetts
$330K – – –
CBA
1003
Coastal Bridge Advisors
Connecticut
$327K +$1.07K +20 +0.3%
MMG
1004
Monetary Management Group
Missouri
$326K – – –
MFC
1005
Mechanics Financial Corp
Ohio
$326K – – –
ESB
1006
Essex Savings Bank
Connecticut
$325K -$14.6K -272 -4%
AC
1007
Abbrea Capital
California
$325K -$9.56K -178 -3%
CoreCap Advisors
1008
CoreCap Advisors
Michigan
$324K -$956K -17,816 -74%
WDL
1009
Well Done LLC
Michigan
$323K +$5.37K +100 +2%
VFA
1010
Voya Financial Advisors
Connecticut
$322K -$8.86K -165 -3%
SA
1011
Shilanski & Associates
Alaska
$322K -$6.92K -129 -2%
GCP
1012
Garda Capital Partners
Minnesota
$321K +$113K +2,100 +51%
NFA
1013
Northern Financial Advisors
Michigan
$320K +$12.6K +235 +4%
BMWM
1014
Brown Miller Wealth Management
Virginia
$319K -$66.5K -1,238 -17%
Douglass Winthrop Advisors
1015
Douglass Winthrop Advisors
New York
$318K -$160K -2,972 -32%
AFG
1016
Allegheny Financial Group
Pennsylvania
$318K +$331K +6,172 New
NWM
1017
Northcape Wealth Management
New York
$318K -$18.7K -349 -5%
PWA
1018
Provenance Wealth Advisors
Florida
$317K +$330K +6,155 New
SIC
1019
SFE Investment Counsel
California
$317K – – –
CIA
1020
Cladis Investment Advisory
Montana
$316K – – –
SGI
1021
Summit Global Investments
Utah
$316K +$22.5K +419 +7%
SOAMC
1022
Spirit of America Management Corp
New York
$314K – – –
BHBT
1023
Burke & Herbert Bank & Trust
Virginia
$313K -$59.6K -1,110 -15%
PCM
1024
Parsons Capital Management
Rhode Island
$312K -$11.4K -213 -3%
FAG
1025
Fortitude Advisory Group
Washington
$311K +$6.17K +115 +2%