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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
1101
Smith, Moore & Co
Missouri
$243K -$15.4K -73 -5%
TIA
1102
Tiemann Investment Advisors
California
$243K – – –
BA
1103
Birinyi Associates
Connecticut
$242K -$349K -1,650 -52%
CH
1104
Canton Hathaway
Rhode Island
$242K -$42.3K -200 -12%
BHBT
1105
Burke & Herbert Bank & Trust
Virginia
$242K -$4.23K -20 -1%
CAMG
1106
CWA Asset Management Group
Florida
$242K +$111K +523 +54%
BG
1107
Bahl & Gaynor
Ohio
$241K +$9.73K +46 +3%
VIA
1108
Vident Investment Advisory
Georgia
$241K +$315K +1,491 New
DIA
1109
Dana Investment Advisors
Wisconsin
$240K -$2.76M -13,056 -90%
ST
1110
Smithfield Trust
Pennsylvania
$240K -$46.3K -219 -13%
VCM
1111
Vivaldi Capital Management
Illinois
$238K +$312K +1,473 New
TTWM
1112
TCV Trust & Wealth Management
Virginia
$236K – – –
ACI
1113
Alpha Cubed Investments
California
$234K -$31.7K -150 -9%
SIM
1114
Sonora Investment Management
Arizona
$234K +$63.5K +300 +26%
NB
1115
Nicolet Bankshares
Wisconsin
$233K +$5.08K +24 +2%
GVAG
1116
Great Valley Advisor Group
Delaware
$232K +$305K +1,441 New
AAS
1117
Avantax Advisory Services
Texas
$232K +$308K +1,458 New
MWA
1118
Meridian Wealth Advisors
Texas
$230K +$301K +1,423 New
HCM
1119
Harvest Capital Management
New Hampshire
$229K – – –
SVWA
1120
Sound View Wealth Advisors
Georgia
$228K +$299K +1,412 New
MWM
1121
Mission Wealth Management
California
$227K – – –
CCG
1122
Cypress Capital Group
Florida
$226K – – –
VST
1123
Van Strum & Towne
California
$226K – – –
WF
1124
Welch & Forbes
Massachusetts
$226K – – –
AWA
1125
Arete Wealth Advisors
Illinois
$225K -$10.8K -51 -4%