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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
701
River Wealth Advisors
Pennsylvania
$722K +$1.32K +7 +0.2%
FIA
702
Foundations Investment Advisors
Arizona
$720K +$90.9K +482 +13%
SEA
703
Stegent Equity Advisors
Texas
$718K -$42.8K -227 -5%
SC
704
Schulhoff & Co
Ohio
$718K -$17.2K -91 -2%
MIM
705
Morningstar Investment Management
Illinois
$716K – – –
SFGP
706
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$715K +$4.53K +24 +0.6%
ACM
707
Adalta Capital Management
New York
$712K -$12.4K -66 -2%
SCA
708
Snowden Capital Advisors
New York
$711K +$297K +1,575 +64%
BBA
709
BLB&B Advisors
Pennsylvania
$709K +$47.9K +254 +7%
BHBT
710
Burke & Herbert Bank & Trust
Virginia
$705K -$109K -580 -13%
MAM
711
Marquette Asset Management
Minnesota
$702K -$1.13K -6 -0.1%
UCFA
712
United Capital Financial Advisors
Texas
$702K -$133K -705 -15%
ClearBridge Investments
713
ClearBridge Investments
New York
$698K -$98.1K -520 -12%
HPC
714
HM Payson & Co
Maine
$695K – – –
BBA
715
Baader Bank Aktiengesellschaft
Germany
$688K +$739K +3,920 New
SFG
716
SNS Financial Group
Minnesota
$688K +$459K +2,432 +164%
GCP
717
GSA Capital Partners
United Kingdom
$684K -$3.21M -17,044 -81%
HWM
718
HB Wealth Management
Georgia
$682K +$53.2K +282 +8%
VFIC
719
Valley Forge Investment Consultants
Pennsylvania
$675K – – –
CCWM
720
Cassaday & Co Wealth Management
Virginia
$674K +$5.66K +30 +0.8%
GIA
721
Gladstone Institutional Advisory
Florida
$673K +$536K +2,841 +285%
KRSITF
722
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$670K -$3.39K -18 -0.5%
SAM
723
Securian Asset Management
Minnesota
$666K -$18.9K -100 -3%
ATC
724
Argent Trust Co
Tennessee
$664K +$111K +591 +19%
AWA
725
Aaron Wealth Advisors
Illinois
$662K -$305K -1,619 -30%