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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
701
HBK Sorce Advisory
Pennsylvania
$258K -$211K -7,363 -46%
NDSI
702
Newman Dignan & Sheerar Inc
Rhode Island
$256K +$574 +20 +0.2%
RWA
703
Redhawk Wealth Advisors
Minnesota
$256K +$3.3K +115 +1%
BAM
704
Belpointe Asset Management
Nevada
$254K -$4.59K -160 -2%
WHC
705
Wulff, Hansen & Co
California
$253K – – –
EFS
706
Essex Financial Services
Connecticut
$252K -$2.07K -72 -0.8%
BBHC
707
Brown Brothers Harriman & Co
New York
$249K -$83.1K -2,896 -25%
DF
708
Donoghue Forlines
Massachusetts
$249K +$243K +8,467 New
OCBCO
709
Oversea-Chinese Banking Corp (OCBC)
Singapore
$248K -$43.9K -1,529 -15%
HCM
710
Highlander Capital Management
New Jersey
$247K – – –
KIA
711
KCM Investment Advisors
California
$246K +$57 +2 +0%
JC
712
Jacobs & Co
California
$245K -$8.61K -300 -3%
AT
713
American Trust
Kentucky
$243K -$12.1K -421 -5%
APA
714
Astoria Portfolio Advisors
New York
$243K +$236K +8,218 New
VCP
715
Verus Capital Partners
Arizona
$241K – – –
Fayez Sarofim & Co
716
Fayez Sarofim & Co
Texas
$240K -$20K -696 -8%
SFI
717
Siemens Fonds Invest
Germany
$239K -$2.93K -102 -1%
VVP
718
Venture Visionary Partners
Ohio
$239K +$632 +22 +0.3%
PI
719
PFG Investments
New York
$238K +$232K +8,099 New
OC
720
Oakworth Capital
Alabama
$237K – – –
WFA
721
Wade Financial Advisory
California
$235K +$230K +8,013 New
WB
722
Webster Bank
Connecticut
$235K – – –
PFS
723
Physicians Financial Services
North Carolina
$234K -$10K -350 -4%
CRC
724
Curi RMB Capital
Illinois
$232K – – –
MKA
725
M. Kulyk & Associates
Georgia
$232K +$227K +7,893 New