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Name Holding Trade Value Shares
Change
Change in
Stake
WP
526
WealthSource Partners
California
$365K -$62.8K -1,156 -15%
PWPS
527
Pinnacle Wealth Planning Services
Ohio
$365K +$46.7K +860 +15%
ACM
528
Ategra Capital Management
Virginia
$362K -$38.7K -713 -10%
NAM
529
NTV Asset Management
West Virginia
$361K – – –
WB
530
WesBanco Bank
West Virginia
$361K – – –
CFGS
531
Concourse Financial Group Securities
Alabama
$360K -$69.7K -1,283 -16%
RP
532
Riverwater Partners
Wisconsin
$358K +$8.96K +165 +3%
CCB
533
Country Club Bank
Missouri
$358K +$356K +6,549 New
SWA
534
Stratos Wealth Advisors
Ohio
$356K +$46.1K +849 +15%
FANJ
535
Financial Architects (New Jersey)
New Jersey
$352K -$25.9K -476 -7%
PMG
536
ProVise Management Group
Florida
$350K -$102K -1,887 -23%
GT
537
Greenleaf Trust
Michigan
$349K -$65.1K -1,199 -16%
JCM
538
Jacobi Capital Management
Pennsylvania
$349K +$9.13K +168 +3%
FLI
539
Family Legacy Inc
South Carolina
$348K – – –
MWM
540
Minot Wealth Management
Massachusetts
$345K -$86.9K -1,600 -20%
OL
541
Optas LLC
Texas
$345K +$4.34K +80 +1%
Allspring Global Investments
542
Allspring Global Investments
North Carolina
$344K -$126K -2,320 -27%
FNBOO
543
First National Bank of Omaha
Nebraska
$344K -$5.81K -107 -2%
JCM
544
J2 Capital Management
Michigan
$341K -$39.2K -721 -10%
MA
545
MKT Advisors
California
$338K -$10.8K -199 -3%
MM
546
MQS Management
New York
$338K +$337K +6,207 New
SRC
547
Sage Rhino Capital
California
$337K +$17.7K +326 +6%
PFSC
548
Peoples Financial Services Corp
Pennsylvania
$336K -$43.5K -800 -11%
IFG
549
Independent Financial Group
California
$332K +$19.6K +360 +6%
BFS
550
Bradley Foster & Sargent
Connecticut
$332K +$331K +6,093 New