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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
801
Concurrent Investment Advisors
Florida
$363K +$344K +5,497 New
CHC
802
City Holding Co
West Virginia
$363K -$7.26K -116 -2%
PPWP
803
Premier Path Wealth Partners
New Jersey
$363K +$343K +5,488 New
P
804
Pitcairn
Pennsylvania
$360K -$5.13K -82 -1%
RIA
805
Richwood Investment Advisors
Ohio
$359K -$35.2K -562 -9%
SVWAG
806
Sound View Wealth Advisors Group
Georgia
$359K +$8.07K +129 +2%
EFS
807
Essex Financial Services
Connecticut
$358K -$14K -223 -4%
CI
808
CX Institutional
Indiana
$357K +$626 +10 +0.2%
AIM
809
Anchor Investment Management
South Carolina
$357K -$38.9K -622 -10%
MCM
810
McRae Capital Management
New Jersey
$356K -$25.8K -413 -7%
TI
811
Truepoint Inc
Ohio
$355K +$129K +2,063 +62%
ESB
812
Essex Savings Bank
Connecticut
$354K – – –
IWC
813
Integrated Wealth Concepts
Massachusetts
$353K -$584K -9,336 -64%
EP
814
Edgestream Partners
New Jersey
$352K -$164K -2,616 -33%
IP
815
Ignite Planners
California
$350K -$67.5K -1,079 -17%
WI
816
Wedgewood Investors
Pennsylvania
$346K +$626 +10 +0.2%
ZF
817
Zhang Financial
Michigan
$345K +$2.06K +33 +0.6%
SB
818
Strategic Blueprint
Georgia
$342K -$18.5K -295 -5%
FAN
819
Financial Advisors Network
California
$338K +$1.81K +29 +0.6%
ITIM
820
Indiana Trust & Investment Management
Indiana
$332K -$33.5K -535 -10%
FMP
821
Financial Management Professionals
Texas
$332K +$28.4K +454 +10%
KA
822
Kearns & Associates
California
$331K – – –
KA
823
KLCM Advisors
Wisconsin
$328K +$2.75K +44 +0.9%
NSIM
824
North Star Investment Management
Illinois
$326K -$11.3K -180 -4%
FA
825
Faithward Advisors
Pennsylvania
$325K +$50.4K +806 +20%