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Name Holding Trade Value Shares
Change
Change in
Stake
PWC
1176
PYA Waltman Capital
Tennessee
$229K – – –
UBV
1177
United Bank (Virginia)
Virginia
$228K -$93.7K -1,907 -30%
CA
1178
Crewe Advisors
Utah
$228K -$21.8K -443 -9%
FAG
1179
Fortitude Advisory Group
Washington
$227K +$214K +4,355 New
KCFA
1180
Key Client Fiduciary Advisors
New Jersey
$225K +$212K +4,318 New
CPA
1181
Cowen Prime Advisors
New York
$225K +$78.9K +1,605 +59%
TLA
1182
Tanglewood Legacy Advisors
Texas
$225K +$211K +4,302 New
EFG
1183
Everhart Financial Group
Ohio
$224K -$85.5K -1,740 -29%
Haverford Trust Company
1184
Haverford Trust Company
Pennsylvania
$224K +$211K +4,294 New
CFG
1185
CKW Financial Group
Hawaii
$224K -$934 -19 -0.4%
BONH
1186
Bank of New Hampshire
New Hampshire
$224K – – –
MWM
1187
Madison Wealth Management
Ohio
$224K +$211K +4,284 New
ECM
1188
Exchange Capital Management
Michigan
$223K +$210K +4,274 New
FAIM
1189
Financial Advocates Investment Management
Washington
$222K -$1.85M -37,623 -90%
BFA
1190
Beaumont Financial Advisors
Massachusetts
$222K +$209K +4,245 New
HIA
1191
Harbor Investment Advisory
Maryland
$221K -$28.4K -577 -12%
VCP
1192
Verus Capital Partners
Arizona
$221K +$208K +4,231 New
SAF
1193
Smith Anglin Financial
Texas
$221K +$208K +4,225 New
CAAS
1194
Capital Asset Advisory Services
Michigan
$220K +$206K +4,197 New
LIM
1195
Leavell Investment Management
Alabama
$220K +$207K +4,218 New
SPI
1196
Santori & Peters Inc
Pennsylvania
$220K +$207K +4,215 New
LFA
1197
Lauterbach Financial Advisors
Texas
$220K +$207K +4,209 New
FMTC
1198
Farmers & Merchants Trust Company
California
$219K +$207K +4,204 New
1IA
1199
1834 Investment Advisors
Wisconsin
$219K +$206K +4,194 New
TCM
1200
Tufton Capital Management
Maryland
$219K +$206K +4,189 New