Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1851
Maple Capital Management
Vermont
$725K -$66.4K -298 -8%
FWI
1852
Facet Wealth Inc
Maryland
$725K -$6.24K -28 -1%
KIM
1853
Kestra Investment Management
Texas
$725K +$57K +256 +8%
AIM
1854
Avity Investment Management
Connecticut
$724K – – –
FI
1855
FWG Investments
Kentucky
$724K -$445 -2 -0.1%
TWM
1856
Trueblood Wealth Management
Ohio
$722K +$116K +519 +19%
APG
1857
Abacus Planning Group
South Carolina
$721K +$1.78K +8 +0.2%
BCG
1858
Breakwater Capital Group
New Jersey
$721K +$110K +496 +18%
MSWM
1859
McGlone Suttner Wealth Management
Wisconsin
$719K +$51.4K +231 +8%
FPL
1860
Fortress Private Ledger
North Carolina
$717K +$726K +3,261 New
FUBT
1861
First United Bank & Trust
Maryland
$714K -$5.57K -25 -0.8%
SMC
1862
Smith, Moore & Co
Missouri
$713K -$45K -202 -6%
SC
1863
Sawyer & Company
Massachusetts
$713K -$74.6K -335 -9%
WQ
1864
Wealth Quarterback
New Jersey
$712K -$41.4K -186 -5%
GEA
1865
Glen Eagle Advisors
New Jersey
$711K +$223K +1,000 +45%
KC
1866
Kades & Cheifetz
Pennsylvania
$710K -$464K -2,082 -39%
BFG
1867
Bouchey Financial Group
New York
$710K +$2.9K +13 +0.4%
MFC
1868
Mechanics Financial Corp
Ohio
$709K – – –
OF
1869
Outfitter Financial
Maine
$708K -$11.1K -50 -2%
WG
1870
Wealth Group
North Carolina
$708K +$159K +714 +29%
MHWM
1871
Montz Harcus Wealth Management
Louisiana
$707K +$4.68K +21 +0.7%
OHWP
1872
Oak Harbor Wealth Partners
North Carolina
$707K -$94.7K -425 -12%
BRM
1873
Boston Research & Management
Massachusetts
$706K -$272K -1,220 -28%
LC
1874
LCNB Corp
Ohio
$706K -$22.3K -100 -3%
SFGP
1875
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$706K +$715K +3,210 New