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Name Holding Trade Value Shares
Change
Change in
Stake
PGA
1076
Portland Global Advisors
Maine
$409K
LFA
1077
Legacy Financial Advisors
Kentucky
$409K +$14.5K +240 +4%
GVAG
1078
Great Valley Advisor Group
Delaware
$407K -$27.7K -458 -7%
NAM
1079
North American Management
Massachusetts
$407K
AUB
1080
Atlantic Union Bankshares
Virginia
$406K +$7.93K +131 +2%
NDSI
1081
Newman Dignan & Sheerar Inc
Rhode Island
$406K +$91.1K +1,504 +32%
CIP
1082
Cornerstone Investment Partners
Georgia
$405K +$122K +2,007 +48%
FIM
1083
Freedom Investment Management
Connecticut
$404K -$86.9K -1,435 -19%
AssetMark Inc
1084
AssetMark Inc
California
$403K -$6.36K -105 -2%
PAM
1085
Private Asset Management
California
$400K -$44.9K -742 -11%
MWP
1086
Moller Wealth Partners
$399K +$13.4K +221 +4%
PAS
1087
Park Avenue Securities
New York
$397K +$7.33K +121 +2%
HVIA
1088
Hudson Valley Investment Advisors
New York
$396K -$6.66K -110 -2%
JWM
1089
Jupiter Wealth Management
Colorado
$396K +$365K +6,019 New
SFS
1090
Strategic Financial Services
New York
$394K -$4K -66 -1%
CCI
1091
Credit Capital Investments
New Jersey
$394K +$121K +2,006 +50%
AWM
1092
Aberdeen Wealth Management
Illinois
$393K -$10.7K -176 -3%
REMPR
1093
Roof Eidam Maycock Peralta (REMP)
California
$393K
NCM
1094
Narwhal Capital Management
Georgia
$393K +$275K +4,548 +313%
VWA
1095
VERITY Wealth Advisors
United States
$392K
Members Trust
1096
Members Trust
Florida
$387K -$54.1K -893 -13%
ONB
1097
Old National Bancorp
Indiana
$387K +$33.3K +549 +10%
T
1098
TOBAM
France
$386K -$34.1K -563 -9%
SMH
1099
Sanders Morris Harris
Texas
$386K -$2.18K -36 -0.6%
OFW
1100
Omnia Family Wealth
Florida
$385K -$21.9K -361 -6%