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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1526
Perennial Investment Advisors
California
$548K +$3.75K +28 +0.7%
HWA
1527
Heritage Wealth Advisors
Virginia
$548K +$1.07K +8 +0.2%
MC
1528
Machina Capital
France
$548K +$559K +4,180 New
GAG
1529
GM Advisory Group
New York
$547K +$35.1K +262 +7%
ORAM
1530
One River Asset Management
Connecticut
$545K +$563K +4,211 New
PSB
1531
Piscataqua Savings Bank
New Hampshire
$543K -$71.4K -534 -11%
PCMC
1532
Private Capital Management (Colorado)
Colorado
$543K +$304K +2,269 +121%
MIM
1533
Morningstar Investment Management
Illinois
$542K +$58.6K +438 +12%
YIA
1534
YHB Investment Advisors
Connecticut
$541K +$55.8K +417 +11%
CCM
1535
Carlson Capital Management
Minnesota
$541K +$11.9K +89 +2%
BC
1536
Brookfield Corp
Ontario, Canada
$536K +$547K +4,089 New
KFS
1537
Kurt F. Somerville
$536K -$13.4K -100 -2%
FA
1538
FDx Advisors
Illinois
$535K
DGAM
1539
Desjardins Global Asset Management
Quebec, Canada
$535K +$546K +4,082 New
TCM
1540
Telos Capital Management
California
$535K -$40.3K -301 -7%
GG
1541
Greenwood Gearhart
Arkansas
$533K -$1.6K -12 -0.3%
BTW
1542
Boston Trust Walden
Massachusetts
$533K -$94.6K -707 -15%
MCM
1543
Magnolia Capital Management
New York
$532K
LI
1544
Lafayette Investments
Maryland
$532K
HCM
1545
Highlander Capital Management
New Jersey
$531K -$90.3K -675 -14%
TYCC
1546
Texas Yale Capital Corp
Florida
$531K
SAM
1547
SignalPoint Asset Management
Missouri
$530K -$13.1K -98 -2%
MG
1548
Marex Group
$529K +$85.5K +639 +19%
HNWAG
1549
High Net Worth Advisory Group
Florida
$529K
EWS
1550
Evergreen Wealth Solutions
Pennsylvania
$528K -$23K -172 -4%