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Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
2376
Patrick M. Sweeney & Associates
Illinois
$482K +$2.73K +6 +0.6%
PNC
2377
Park National Corp
Ohio
$479K – – –
CAS
2378
Coppell Advisory Solutions
Texas
$479K +$495K +1,086 New
CFS
2379
Commonwealth Financial Services
West Virginia
$477K -$50.6K -111 -9%
FIM
2380
Fernwood Investment Management
Massachusetts
$476K -$13.7K -30 -3%
BBNB
2381
Baker Boyer National Bank
Washington
$475K -$182K -400 -27%
NAMNJ
2382
NorthStar Asset Management (New Jersey)
New Jersey
$474K +$456 +1 +0.1%
CFA
2383
CWS Financial Advisors
Michigan
$473K +$4.55K +10 +0.9%
MA
2384
MCF Advisors
Kentucky
$473K – – –
RW
2385
REDW Wealth
New Mexico
$470K -$21.4K -47 -4%
XSC
2386
X-Square Capital
Puerto Rico
$468K +$10.9K +24 +2%
BFC
2387
Bedel Financial Consulting
Indiana
$467K +$911 +2 +0.2%
CCA
2388
Catalyst Capital Advisors
New York
$466K -$489K -1,074 -50%
MCWA
2389
Meadow Creek Wealth Advisors
Georgia
$466K +$62.9K +138 +15%
SRC
2390
Sage Rhino Capital
California
$465K +$8.65K +19 +2%
CCA
2391
Conestoga Capital Advisors
Pennsylvania
$465K +$22.8K +50 +5%
AP
2392
Appleton Partners
Massachusetts
$465K -$6.83K -15 -1%
CMAI
2393
Capital Management Associates Inc
Minnesota
$462K -$27.3K -60 -5%
DTC
2394
Davidson Trust Company
Washington
$462K – – –
MCM
2395
Mattern Capital Management
Colorado
$461K +$141K +309 +42%
IF
2396
Intrua Financial
Texas
$461K -$257K -564 -35%
MCM
2397
Moore Capital Management
New York
$461K -$2.31M -5,074 -83%
WP
2398
Westmount Partners
California
$460K +$19.1K +42 +4%
PIM
2399
Pullen Investment Management
Florida
$460K -$11.8K -26 -2%
WDG
2400
Wealth Dimensions Group
Ohio
$460K -$13.7K -30 -3%
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97 98