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Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
1051
Boit C.F. David
$252K +$144K +800 +165%
SF
1052
Summit Financial
New Jersey
$252K +$227K +1,265 New
TA
1053
TKG Advisors
Indiana
$250K +$360 +2 +0.2%
RIG
1054
Renaissance Investment Group
Massachusetts
$249K
CM
1055
Capital Management
Virginia
$247K
T
1056
TOBAM
France
$246K
NW
1057
NewEdge Wealth
Pennsylvania
$246K -$7.55K -42 -3%
FWM
1058
FFT Wealth Management
Pennsylvania
$246K +$223K +1,239 New
HA
1059
Harfst & Associates
Wyoming
$245K -$2.05M -11,414 -90%
VAS
1060
Vestmark Advisory Solutions
Massachusetts
$244K -$7.01K -39 -3%
HC
1061
Hamilton Capital
Ohio
$243K +$3.24K +18 +1%
TF
1062
Tompkins Financial
New York
$242K -$14K -78 -6%
ABC
1063
Associated Banc-Corp
Wisconsin
$242K +$220K +1,222 New
SSW
1064
Smith Shellnut Wilson
Mississippi
$241K -$69.2K -385 -24%
EWM
1065
Echo Wealth Management
Minnesota
$240K -$54K -300 -20%
AWC
1066
Adamsbrown Wealth Consultants
Kansas
$240K
EAM
1067
Empirical Asset Management
Massachusetts
$240K
SMA
1068
Sage Mountain Advisors
Georgia
$238K +$180 +1 +0.1%
DM
1069
Deerfield Management
New York
$238K +$216K +1,202 New
RSWA
1070
Robinson Smith Wealth Advisors
Maine
$238K +$216K +1,201 New
AP
1071
Atwood & Palmer
Missouri
$238K -$20.1K -112 -9%
TCBWMS
1072
Texas Capital Bank Wealth Management Services
Texas
$236K +$180 +1 +0.1%
IA
1073
IAM Advisory
Pennsylvania
$235K -$5.39K -30 -2%
PL
1074
Parthenon LLC
Kentucky
$235K -$3.06K -17 -1%
WSTAM
1075
Wilbanks Smith & Thomas Asset Management
Virginia
$233K -$28.8K -160 -12%