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Name Holding Trade Value Shares
Change
Change in
Stake
BTW
1101
Boston Trust Walden
Massachusetts
$639K -$44.1K -200 -7%
BWL
1102
Bogart Wealth LLC
Virginia
$639K
CPSC
1103
Carl P. Sherr & Co
Massachusetts
$638K +$5.74K +26 +1%
SIC
1104
Sterling Investment Counsel
New York
$636K +$77.5K +351 +15%
OC
1105
Oakworth Capital
Alabama
$636K +$263K +1,190 +82%
ACM
1106
Allred Capital Management
Texas
$635K -$55.2K -250 -9%
PP
1107
Patron Partners
Texas
$633K +$15.7K +71 +3%
PK
1108
Pflug Koory
Nebraska
$625K -$10.6K -48 -2%
TPA
1109
Trivium Point Advisory
Connecticut
$620K
WMA
1110
Wealth Management Associates
New Jersey
$619K +$307K +1,391 +118%
SC
1111
SouthState Corp
Florida
$617K -$19.2K -87 -3%
BWS
1112
Buck Wealth Strategies
Colorado
$616K -$27.6K -125 -5%
TSWM
1113
Tyler-Stone Wealth Management
Ohio
$616K +$662 +3 +0.1%
MCM
1114
Mengis Capital Management
Oregon
$613K
AHL
1115
Abel Hall LLC
Louisiana
$612K +$561K +2,542 New
EFS
1116
Essex Financial Services
Connecticut
$610K -$124K -562 -18%
IBOK
1117
Independence Bank of Kentucky
Kentucky
$610K +$291K +1,317 +108%
WEG
1118
World Equity Group
Illinois
$609K +$31.1K +141 +6%
NFG
1119
Nations Financial Group
Iowa
$607K +$24.9K +113 +5%
NGA
1120
Naples Global Advisors
Florida
$607K -$7.06K -32 -1%
PTC
1121
Philadelphia Trust Company
Pennsylvania
$604K -$106K -482 -16%
WI
1122
Wintrust Investments
Illinois
$604K -$3.09K -14 -0.6%
CPIA
1123
Cornell Pochily Investment Advisors
New York
$603K +$553K +2,505 New
JFGIW
1124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$603K +$484K +2,191 +702%
WDL
1125
Well Done LLC
Michigan
$602K -$26.9K -122 -5%