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Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
1201
Hudson Valley Investment Advisors
New York
$848K +$55.9K +345 +7%
CHA
1202
Cedar Hill Associates
Illinois
$846K +$36.2K +223 +4%
RA
1203
RFG Advisory
Alabama
$845K +$360K +2,219 +70%
1WA
1204
180 Wealth Advisors
Washington
$837K -$429K -2,646 -33%
SFG
1205
StrategIQ Financial Group
Indiana
$834K +$538K +3,317 +166%
SSA
1206
South Street Advisors
New York
$832K
WP
1207
WealthSource Partners
California
$831K +$9.73K +60 +1%
BHBT
1208
Burke & Herbert Bank & Trust
Virginia
$829K -$6.32K -39 -0.7%
DCM
1209
Donaldson Capital Management
Indiana
$827K -$21.6K -133 -2%
FA
1210
Fagan Associates
New York
$826K +$2.76K +17 +0.3%
TH
1211
TCTC Holdings
Texas
$824K
GIM
1212
Goelzer Investment Management
Indiana
$823K -$14.6K -90 -2%
WSTAM
1213
Wilbanks Smith & Thomas Asset Management
Virginia
$823K -$2.43K -15 -0.3%
CCM
1214
Crossvault Capital Management
Texas
$823K
Vanguard Capital Wealth Advisors
1215
Vanguard Capital Wealth Advisors
Colorado
$823K +$36.5K +225 +4%
NFG
1216
Next Financial Group
Texas
$819K -$204K -1,260 -19%
EWM
1217
Empirical Wealth Management
Washington
$817K +$65K +401 +8%
HIIFS
1218
Harel Insurance Investments & Financial Services
Israel
$815K +$243K +1,500 +41%
WPC
1219
White Pine Capital
Minnesota
$808K
AMIM
1220
Aull & Monroe Investment Management
Alabama
$806K -$16.2K -100 -2%
SWA
1221
Sutton Wealth Advisors
Florida
$805K +$8.92K +55 +1%
FBA
1222
Front Barnett Associates
Illinois
$801K
RAM
1223
Roanoke Asset Management
New Jersey
$801K +$19.1K +118 +2%
B
1224
Bellecapital
Switzerland
$798K +$826K +5,093 New
THWM
1225
Taylor Hoffman Wealth Management
Virginia
$794K