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Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
651
Birch Hill Investment Advisors
Massachusetts
$366K -$274K -1,652 -44%
GIM
652
Goelzer Investment Management
Indiana
$365K +$345K +2,075 New
FNBOH
653
First National Bank of Hutchinson
Kansas
$362K
VWM
654
Venturi Wealth Management
Texas
$360K -$31.1K -187 -8%
LRPA
655
L. Roy Papp & Associates
Arizona
$359K
CWM
656
Chesapeake Wealth Management
Virginia
$357K +$5.32K +32 +2%
PWPS
657
Pinnacle Wealth Planning Services
Ohio
$356K +$119K +718 +55%
SSW
658
Smith Shellnut Wilson
Mississippi
$355K +$64.3K +387 +24%
CWM
659
Cornerstone Wealth Management
Missouri
$355K +$103K +618 New
AF
660
Alerus Financial
North Dakota
$353K +$333K +2,006 New
SCI
661
Stableford Capital II
Arizona
$350K -$10.8K -65 -3%
C
662
Cerebellum
California
$347K +$50.8K +306 +18%
HI
663
Horizon Investments
North Carolina
$345K +$326K +1,963 New
RI
664
Ridgewood Investments
New Jersey
$345K +$326K +1,963 New
BAM
665
Belpointe Asset Management
Nevada
$342K +$323K +1,942 New
HWMG
666
Hurlow Wealth Management Group
Indiana
$334K -$4.65K -28 -1%
Carson Wealth (CWM LLC)
667
Carson Wealth (CWM LLC)
Nebraska
$334K +$77.7K +468 +68%
DJSG
668
D.J. St. Germain
Massachusetts
$331K -$27.4K -165 -8%
LWCFA
669
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$328K -$252K -1,516 -45%
ECM
670
Evergreen Capital Management
Washington
$327K
IWS
671
Insight Wealth Strategies
California
$327K +$10.5K +63 +4%
CA
672
Cetera Advisors
Colorado
$325K -$144K -866 -32%
EWM
673
Evercore Wealth Management
New York
$323K -$40.5K -244 -12%
SC
674
Scotia Capital
Ontario, Canada
$322K -$7.97K -48 -3%
BMC
675
Beaton Management Company
Massachusetts
$322K