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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1551
WPG Advisers
Maryland
$281K +$306K +671 New
OW
1552
Olistico Wealth
Oklahoma
$281K
CFS
1553
CRA Financial Services
New Jersey
$280K -$46K -101 -13%
NG
1554
NatWest Group
United Kingdom
$279K -$188K -412 -38%
DAM
1555
Delta Asset Management
Tennessee
$278K -$2.28K -5 -0.7%
GIM
1556
Goelzer Investment Management
Indiana
$278K -$12.3K -27 -4%
ICP
1557
Interchange Capital Partners
Pennsylvania
$278K -$55.1K -121 -16%
LCS
1558
Levin Capital Strategies
New York
$277K
NCTC
1559
New Covenant Trust Company
Indiana
$276K -$11.8K -26 -4%
SFWA
1560
Summit Financial Wealth Advisors
Louisiana
$276K -$1.82K -4 -0.7%
VHAM
1561
Van Hulzen Asset Management
California
$275K
AI
1562
AXS Investments
New York
$275K +$27.8K +61 +10%
PJWM
1563
Philip James Wealth Mangement
Georgia
$275K +$911 +2 +0.3%
Members Trust
1564
Members Trust
Florida
$274K +$4.56K +10 +2%
RWM
1565
Revisor Wealth Management
Ohio
$270K -$164K -359 -36%
VCM
1566
Versant Capital Management
Arizona
$270K +$53.3K +117 +22%
SIA
1567
SGL Investment Advisors
Montana
$269K +$267K +586 New
AL
1568
Aspiriant LLC
California
$268K +$55.1K +121 +23%
FB
1569
Finward Bancorp
Indiana
$268K +$292K +640 New
LFG
1570
Lockerman Financial Group
California
$268K -$1.37K -3 -0.5%
FMWA
1571
Forvis Mazars Wealth Advisors
Missouri
$266K -$22.8K -50 -7%
TWM
1572
Tradition Wealth Management
Minnesota
$265K -$1.82K -4 -0.6%
FFP
1573
FourThought Financial Partners
Florida
$265K +$288K +632 New
SFS
1574
Stiles Financial Services
Minnesota
$264K -$11.4K -25 -4%
KA
1575
Kovack Advisors
Florida
$264K +$66.1K +145 +30%