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Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
2651
Old Point Trust & Financial Services N A
Virginia
$562K -$38.1K -100 -7%
CFA
2652
Camarda Financial Advisors
Florida
$562K -$29.7K -78 -5%
BMC
2653
Benin Management Corp
Connecticut
$562K – – –
VIM
2654
VELA Investment Management
Ohio
$561K +$515K +1,352 New
AF
2655
AtlasMark Financial
Texas
$560K – – –
SCM
2656
Stonehearth Capital Management
Massachusetts
$560K – – –
JFGLC
2657
Johnson Financial Group LLC (Colorado)
Colorado
$559K +$10.7K +28 +2%
RRA
2658
Round Rock Advisors
Connecticut
$559K +$512K +1,346 New
PFA
2659
Plotkin Financial Advisors
Maryland
$558K -$4.95K -13 -1%
APG
2660
Abacus Planning Group
South Carolina
$558K +$48.7K +128 +11%
FC
2661
Ferris Capital
Massachusetts
$557K -$51.8K -136 -9%
SFWA
2662
Summit Financial Wealth Advisors
Louisiana
$557K -$26.6K -70 -5%
AFWM
2663
AMJ Financial Wealth Management
Virginia
$556K -$59.4K -156 -10%
GA
2664
Geller Advisors
New York
$556K -$4.19K -11 -0.8%
FRA
2665
Front Row Advisors
California
$556K – – –
LAS
2666
Lloyd Advisory Services
Georgia
$556K +$381 +1 +0.1%
PPWM
2667
Paragon Private Wealth Management
Kentucky
$556K +$510K +1,339 New
SF
2668
Schaeffer Financial
Maryland
$556K +$510K +1,340 New
GAM
2669
Gemmer Asset Management
California
$555K -$309K -812 -38%
ACM
2670
Armbruster Capital Management
New York
$555K +$14.1K +37 +3%
ECAM
2671
East Coast Asset Management
Massachusetts
$554K -$59K -155 -10%
JGIA
2672
Jackson Grant Investment Advisers
Connecticut
$554K +$1.14K +3 +0.2%
RB
2673
Rodgers Brothers
Pennsylvania
$553K +$80.7K +212 +19%
SC
2674
Sierra Capital
Florida
$553K +$115K +303 +29%
JDR
2675
Jay D. Rosenbaum
$552K +$506K +1,330 New