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Name Holding Trade Value Shares
Change
Change in
Stake
HL
1901
HeadInvest LLC
Maine
$578K -$597K -11,760 -52%
BI
1902
Ballast Inc
Kentucky
$577K +$59.9K +1,180 +12%
PSG
1903
Planning Solutions Group
Maryland
$577K +$165K +3,257 +44%
LCS
1904
Levin Capital Strategies
New York
$576K -$195M -3,844,963 -100%
CVM
1905
Cheviot Value Management
California
$576K -$20.1K -396 -4%
MC
1906
Machina Capital
France
$575K +$543K +10,714 New
9WM
1907
9258 Wealth Management
Ohio
$572K +$37.4K +737 +7%
AWM
1908
Affinity Wealth Management
Delaware
$570K -$42K -828 -7%
SIC
1909
Sigma Investment Counselors
Michigan
$568K -$20.2K -399 -4%
VFPI
1910
Vantage Financial Partners (Illinois)
Illinois
$568K -$5.07K -100 -0.9%
PAM
1911
PVG Asset Management
Colorado
$567K -$310K -6,115 -37%
QIM
1912
Quest Investment Management
Oregon
$567K
CFG
1913
Cooper Financial Group
California
$565K +$33K +650 +7%
MA
1914
MONECO Advisors
Connecticut
$565K +$34.6K +682 +7%
FCFC
1915
First Commonwealth Financial Corp
Pennsylvania
$564K +$3.45K +68 +0.7%
VIM
1916
Vista Investment Management
Pennsylvania
$564K +$50.5K +995 +10%
CL
1917
CIM LLC
New York
$562K +$43.4K +855 +9%
WAG
1918
Winthrop Advisory Group
Massachusetts
$561K +$70.6K +1,391 +16%
FMTC
1919
Farmers & Merchants Trust Company
California
$556K -$2.64K -52 -0.5%
SAM
1920
Seelaus Asset Management
New Jersey
$556K
TF
1921
TimeScale Financial
Massachusetts
$554K -$22.2K -438 -4%
MIAS
1922
Mason Investment Advisory Services
Virginia
$552K +$522K +10,285 New
WA
1923
Waverly Advisors
Alabama
$552K -$30.4K -600 -6%
B
1924
Brightworth
Georgia
$551K -$34.8K -686 -6%
BWM
1925
BigSur Wealth Management
Florida
$547K