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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2076
Byrne Asset Management
New Jersey
$480K +$2.54K +7 +0.5%
LF
2077
LifeSteps Financial
California
$480K -$213K -586 -31%
GAM
2078
Grandview Asset Management
Pennsylvania
$477K +$726 +2 +0.2%
FMTCOCP
2079
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$477K +$4.36K +12 +0.9%
KFP
2080
KB Financial Partners
New Jersey
$476K -$42.1K -116 -8%
OWM
2081
OneAscent Wealth Management
Alabama
$475K -$73.7K -203 -13%
AA
2082
AlphaQ Advisors
Florida
$475K -$46.5K -128 -9%
CWM
2083
Connecticut Wealth Management
Connecticut
$475K +$96.3K +265 +25%
MA
2084
MONECO Advisors
Connecticut
$474K +$49K +135 +12%
CWM
2085
Cahaba Wealth Management
Georgia
$472K +$363 +1 +0.1%
WFMPM
2086
Woodley Farra Manion Portfolio Management
Indiana
$472K -$1.45K -4 -0.3%
FSC
2087
Full Sail Capital
Oklahoma
$471K +$167K +461 +55%
LWIC
2088
Leith Wheeler Investment Counsel
British Columbia, Canada
$471K +$470K +1,295 New
BWAM
2089
Boyd Watterson Asset Management
Ohio
$469K
BAM
2090
Berkshire Asset Management
Pennsylvania
$465K +$465K +1,280 New
NWA
2091
New World Advisors
Massachusetts
$463K -$726 -2 -0.2%
NB
2092
NBT Bank
New York
$462K -$20.7K -57 -4%
DBT
2093
Dubuque Bank & Trust
Iowa
$462K -$1.09K -3 -0.2%
RIL
2094
Rothschild Investment LLC
Illinois
$462K +$3.63K +10 +0.8%
FFG
2095
Fortem Financial Group
California
$462K -$37.4K -103 -7%
PGWM
2096
Pitti Group Wealth Management
New York
$462K +$1.45K +4 +0.3%
BAM
2097
BOS Asset Management
Illinois
$461K -$2.91K -8 -0.6%
CPA
2098
Cardiff Park Advisors
California
$460K
MAP
2099
Milestone Advisory Partners
North Carolina
$458K
WPWM
2100
Western Pacific Wealth Management
Illinois
$457K +$136K +375 +43%