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Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
901
First National Bank & Trust Co of Newtown
Pennsylvania
$396K
MA
902
Montag & Associates
Georgia
$396K -$14.6K -62 -4%
CT
903
Coastline Trust
Rhode Island
$394K
PWM
904
Perigon Wealth Management
California
$391K +$470 +2 +0.1%
BHPW
905
Beverly Hills Private Wealth
California
$389K +$16K +68 +5%
SFWC
906
Strategic Family Wealth Counselors
New Jersey
$389K
MMPW
907
Mitchell McLeod Pugh & Williams
Alabama
$388K
FA
908
FDx Advisors
Illinois
$387K
KCM
909
Kanawha Capital Management
Virginia
$384K -$9.4K -40 -3%
BMC
910
Beaton Management Company
Massachusetts
$384K
AR
911
Apeiron RIA
Texas
$384K -$28K -119 -7%
TTWM
912
TCV Trust & Wealth Management
Virginia
$383K
AUB
913
Atlantic Union Bankshares
Virginia
$382K +$353K +1,502 New
OBGC
914
O'Brien Greene & Co
Pennsylvania
$382K
RPC
915
Rossmore Private Capital
Connecticut
$382K
NFG
916
Nadler Financial Group
Illinois
$382K
MSFS
917
Main Street Financial Solutions
Pennsylvania
$381K -$10.8K -46 -3%
LRPA
918
L. Roy Papp & Associates
Arizona
$380K
CCP
919
Cassia Capital Partners
North Carolina
$380K -$7.52K -32 -2%
DA
920
Dillon & Associates
Michigan
$379K +$104K +442 +42%
CCA
921
Checchi Capital Advisers
California
$378K +$1.41K +6 +0.4%
NA
922
Navellier & Associates
Nevada
$378K +$1.41K +6 +0.4%
GAM
923
Grandview Asset Management
Pennsylvania
$377K +$5.64K +24 +2%
BB
924
Berkshire Bank
Massachusetts
$376K
CIS
925
Connors Investor Services
Pennsylvania
$374K