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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1076
Costello Asset Management
Pennsylvania
$391K -$878K -2,800 -70%
PFM
1077
Parsec Financial Management
North Carolina
$388K +$48.3K +154 +15%
AWA
1078
Arete Wealth Advisors
Illinois
$385K +$40.4K +129 +12%
VWA
1079
V Wealth Advisors
Kansas
$382K -$11.3K -36 -3%
BFW
1080
Brady Family Wealth
Missouri
$381K +$366K +1,169 New
NWMG
1081
National Wealth Management Group
Ohio
$381K +$366K +1,169 New
SIS
1082
Strategic Investment Solutions
Illinois
$379K +$358K +1,141 New
FCB
1083
First County Bank
Connecticut
$379K +$364K +1,161 New
AFT
1084
Alpha Family Trust
California
$378K +$364K +1,160 New
CFP
1085
Catalyst Financial Partners
Massachusetts
$378K +$363K +1,159 New
PWP
1086
Principle Wealth Partners
Connecticut
$373K +$17.9K +57 +5%
NL
1087
NWAM LLC
Washington
$372K +$18.5K +59 +5%
HT
1088
Heritage Trust
Oklahoma
$372K +$357K +1,139 New
MBTD
1089
Mechanics Bank - Trust Department
California
$371K – – –
LA
1090
Legacy Advisors
Pennsylvania
$371K +$356K +1,136 New
PP
1091
PDS Planning
Ohio
$369K +$3.13K +10 +0.9%
Farther Finance Advisors
1092
Farther Finance Advisors
California
$368K +$354K +1,128 New
PHS
1093
Pekin Hardy Strauss
Illinois
$366K – – –
IAIM
1094
International Assets Investment Management
Florida
$366K +$6.9K +22 +2%
CA
1095
Crewe Advisors
Utah
$366K -$22.6K -72 -6%
LI
1096
LMCG Investments
Massachusetts
$363K -$43.6K -139 -11%
RB
1097
Renasant Bank
Mississippi
$359K -$29.8K -95 -8%
WI
1098
WrapManager Inc
California
$359K -$627 -2 -0.2%
Clifford Swan Investment Counsel
1099
Clifford Swan Investment Counsel
California
$358K +$1.88K +6 +0.5%
THWM
1100
Taylor Hoffman Wealth Management
Virginia
$357K -$47K -150 -12%