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Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
801
Mechanics Bank - Trust Department
California
$457K +$150K +835 +45%
FTWA
802
Fifth Third Wealth Advisors
Ohio
$457K -$265K -1,475 -35%
CM
803
Crestline Management
Texas
$456K -$7.27M -40,530 -94%
KTM
804
Keeler Thomas Management
Utah
$453K +$538 +3 +0.1%
AM
805
Atwater Malick
Pennsylvania
$451K
SCM
806
Stevens Capital Management
Pennsylvania
$449K +$476K +2,654 New
BP
807
Ballentine Partners
Massachusetts
$447K -$85.5K -477 -15%
SSWM
808
Sheets Smith Wealth Management
North Carolina
$447K +$4.13K +23 +0.9%
WA
809
Waverly Advisors
Alabama
$446K +$155K +864 +49%
TCOV
810
Trust Company of Vermont
Vermont
$445K
VSQM
811
V-Square Quantitative Management
Illinois
$445K +$50.6K +282 +12%
FIM
812
Fernwood Investment Management
Massachusetts
$445K -$71.7K -400 -13%
MSFS
813
Main Street Financial Solutions
Pennsylvania
$442K +$717 +4 +0.2%
UCFA
814
United Capital Financial Advisors
Texas
$441K -$110K -611 -19%
IAG
815
Investmark Advisory Group
Connecticut
$441K +$467K +2,602 New
HPBT
816
Hickory Point Bank & Trust
Illinois
$439K +$465K +2,594 New
DFCM
817
Dark Forest Capital Management
Puerto Rico
$439K +$80.3K +448 +21%
MA
818
Mutual Advisors
Nebraska
$436K -$4.66K -26 -0.9%
FAIM
819
Financial Advocates Investment Management
Washington
$435K +$79.1K +441 +21%
HSA
820
HBK Sorce Advisory
Pennsylvania
$432K -$11.1K -62 -2%
SHF
821
Safe Harbor Fiduciary
Florida
$430K +$17K +95 +4%
AP
822
Advisors Preferred
Maryland
$430K +$457K +2,547 New
VBCG
823
Valley Brook Capital Group
Pennsylvania
$428K -$238K -1,327 -34%
OFS
824
Orrstown Financial Services
Pennsylvania
$427K -$8.43K -47 -2%
CAM
825
Columbia Asset Management
Michigan
$427K