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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1026
Sabal Trust
Florida
$354K +$302 +5 +0.1%
MFC
1027
Mechanics Financial Corp
Ohio
$354K +$2.83K +47 +0.9%
FCA
1028
FLC Capital Advisors
California
$354K +$335K +5,555 New
GSEP
1029
Golden State Equity Partners
California
$353K +$334K +5,535 New
DJSG
1030
D.J. St. Germain
Massachusetts
$350K -$17.1K -284 -5%
ARMC
1031
American Research & Management Company
Massachusetts
$350K – – –
AWM
1032
Affinity Wealth Management
Delaware
$350K +$99.6K +1,651 +44%
GLA
1033
Good Life Advisors
Pennsylvania
$348K -$1.57K -26 -0.5%
SRSA
1034
S.R. Schill & Associates
Washington
$348K – – –
Forvis Mazars Wealth Advisors
1035
Forvis Mazars Wealth Advisors
Missouri
$348K +$55.2K +915 +20%
HB Wealth Management
1036
HB Wealth Management
Georgia
$347K +$105K +1,736 +47%
MWM
1037
Mattern Wealth Management
Kansas
$345K +$56.3K +934 +21%
TBNY
1038
Trustco Bank (New York)
New York
$343K -$21.2K -352 -6%
CoreCap Advisors
1039
CoreCap Advisors
Michigan
$342K +$16.9K +280 +6%
GM
1040
GeoWealth Management
Illinois
$340K -$120K -1,985 -27%
R.M. Davis Inc
1041
R.M. Davis Inc
Maine
$338K -$31.5K -523 -9%
ACM
1042
Alethea Capital Management
Washington
$338K – – –
MCM
1043
Manchester Capital Management
Vermont
$337K – – –
WHC
1044
Wulff, Hansen & Co
California
$337K +$319K +5,290 New
Maven Securities
1045
Maven Securities
Jersey
$337K +$319K +5,296 New
GJIC
1046
Gamble Jones Investment Counsel
California
$335K -$30.2K -500 -9%
NICM
1047
Neo Ivy Capital Management
New York
$334K +$84.1K +1,395 +36%
APW
1048
Aurora Private Wealth
New Jersey
$332K +$47.7K +791 +18%
EIA
1049
Edgemoor Investment Advisors
Maryland
$330K +$22.6K +375 +8%
9WM
1050
9258 Wealth Management
Ohio
$328K -$15.6K -258 -5%