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Name Holding Trade Value Shares
Change
Change in
Stake
I
1951
INVST
Indiana
$314K +$53.4K +150 +21%
NIA
1952
NIA Impact Advisors
California
$313K -$147K -413 -32%
GT
1953
GreatBanc Trust
Illinois
$313K
HCM
1954
Hengehold Capital Management
Ohio
$313K
HCWM
1955
Hidden Cove Wealth Management
Washington
$313K +$311K +874 New
GIP
1956
Greatmark Investment Partners
Georgia
$312K
HR
1957
Howe & Rusling
New York
$312K -$28.1K -79 -8%
CBT
1958
Central Bank & Trust
Kentucky
$312K
JSC
1959
Jackson Square Capital
California
$312K -$7.12K -20 -2%
NCTC
1960
New Covenant Trust Company
Indiana
$311K -$67.6K -190 -18%
NA
1961
Navellier & Associates
Nevada
$311K -$8.54K -24 -3%
FDDB
1962
Fidelity D&D Bancorp
Pennsylvania
$311K
HI
1963
HBK Investments
Texas
$311K +$309K +869 New
TWM
1964
Thrive Wealth Management
Pennsylvania
$310K -$21K -59 -6%
JGUA
1965
John G. Ullman & Associates
New York
$310K
4WM
1966
49 Wealth Management
Texas
$310K +$309K +868 New
BA
1967
Bellwether Advisors
Nebraska
$309K -$34.9K -98 -10%
TH
1968
TCTC Holdings
Texas
$309K
MAA
1969
Matrix Asset Advisors
New York
$308K
HWA
1970
HHM Wealth Advisors
Tennessee
$308K +$28.5K +80 +10%
HNB
1971
Hilltop National Bank
Wyoming
$308K -$7.83K -22 -2%
GC
1972
Gibson Capital
Pennsylvania
$307K +$28.1K +79 +10%
RIM
1973
Redwood Investment Management
Arizona
$307K +$1.07K +3 +0.4%
EIA
1974
Edgemoor Investment Advisors
Maryland
$305K
WAG
1975
Wallace Advisory Group
California
$305K +$29.5K +83 +11%