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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1226
Woodstock Corp
Massachusetts
$482K
BCG
1227
Breakwater Capital Group
New Jersey
$481K +$17.2K +34 +4%
AWA
1228
Aaron Wealth Advisors
Illinois
$480K -$29.4K -58 -6%
FAIM
1229
Financial Advocates Investment Management
Washington
$473K +$148K +292 +46%
AG
1230
AIA Group
Hong Kong
$473K +$468K +925 New
IIC
1231
Integrated Investment Consultants
Michigan
$472K -$103K -203 -18%
TL
1232
Tradewinds LLC
North Carolina
$471K +$467K +922 New
FCH
1233
Freestone Capital Holdings
Washington
$471K -$33.9K -67 -7%
LFA
1234
Legacy Financial Advisors
Kentucky
$469K +$105K +207 +29%
AA
1235
Axiom Advisory
California
$468K +$506 +1 +0.1%
PWMAG
1236
Pinnacle Wealth Management Advisory Group
New Jersey
$465K +$9.11K +18 +2%
BFA
1237
Beaumont Financial Advisors
Massachusetts
$463K -$12.1K -24 -3%
JAG
1238
Journey Advisory Group
Kentucky
$463K +$4.55K +9 +1%
AFT
1239
Alpha Family Trust
California
$462K
GGI
1240
Godsey & Gibb Inc
Virginia
$462K
BHBT
1241
Burke & Herbert Bank & Trust
Virginia
$461K -$5.06K -10 -1%
BDFN
1242
Bond & Devick Financial Network
Minnesota
$460K
SACTSONJ
1243
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$460K
TCM
1244
Telos Capital Management
California
$460K
CWM
1245
Connecticut Wealth Management
Connecticut
$457K +$218K +430 +92%
FFA
1246
Fortune Financial Advisors
Kansas
$455K +$16.2K +32 +4%
FNT
1247
First National Trust
Pennsylvania
$455K +$144K +285 +47%
UIA
1248
Ulland Investment Advisors
Minnesota
$455K -$91.6K -181 -17%
PSP
1249
Principal Street Partners
Tennessee
$452K +$224K +442 +100%
HCA
1250
Horan Capital Advisors
Ohio
$451K