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Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
726
Marble Harbor Investment Counsel
Massachusetts
$231K – – –
PWPS
727
Pinnacle Wealth Planning Services
Ohio
$229K – – –
FNFDCM
728
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$229K – – –
DCM
729
DGS Capital Management
New Jersey
$228K -$6.29K -219 -3%
PA
730
Pinnacle Associates
New York
$227K -$31.4K -1,095 -12%
AWM
731
Affinity Wealth Management
Delaware
$226K +$221K +7,706 New
WB
732
WesBanco Bank
West Virginia
$226K -$46.6K -1,625 -17%
CAL
733
Capital Advisors Ltd
Ohio
$226K +$4.62K +161 +2%
ETM
734
Euclidean Technologies Management
Washington
$223K – – –
SCM
735
Sterneck Capital Management
Missouri
$223K -$8.61K -300 -4%
Wealth Enhancement Advisory Services
736
Wealth Enhancement Advisory Services
Minnesota
$223K +$218K +7,600 New
WAP
737
Wealthcare Advisory Partners
Pennsylvania
$221K +$216K +7,515 New
EWS
738
Evergreen Wealth Solutions
Pennsylvania
$220K -$33.2K -1,156 -13%
BIA
739
Barry Investment Advisors
Massachusetts
$220K +$213K +7,412 New
CIAS
740
Capital Investment Advisory Services
North Carolina
$219K -$22.5K -785 -10%
FWA
741
Freedom Wealth Alliance
Wisconsin
$219K -$718 -25 -0.3%
FWCM
742
Ferguson Wellman Capital Management
Oregon
$219K +$214K +7,455 New
AAG
743
Armstrong Advisory Group
Massachusetts
$217K – – –
DEA
744
DoubleLine ETF Adviser
Florida
$217K +$212K +7,395 New
VFA
745
Valeo Financial Advisors
Indiana
$216K +$211K +7,361 New
WPC
746
Wedmont Private Capital
Pennsylvania
$216K +$208K +7,248 New
FMLI
747
Fukoku Mutual Life Insurance
Japan
$216K +$211K +7,344 New
SVWAG
748
Sound View Wealth Advisors Group
Georgia
$215K +$8.12K +283 +4%
KCM
749
Kathmere Capital Management
Pennsylvania
$215K -$53.3K -1,857 -20%
WFA
750
WMG Financial Advisors
Tennessee
$214K +$209K +7,276 New