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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2476
Soltis Investment Advisors
Utah
$552K +$4.2K +17 +0.9%
FFA
2477
Fragasso Financial Advisors
Pennsylvania
$551K +$78.7K +319 +20%
PWM
2478
PBMares Wealth Management
Virginia
$550K -$44.9K -182 -9%
PS
2479
Planned Solutions
California
$550K -$6.91K -28 -1%
WCM
2480
Weik Capital Management
Pennsylvania
$550K -$19.7K -80 -4%
NB
2481
Northwest Bancshares
Pennsylvania
$549K +$7.9K +32 +2%
RB
2482
Renasant Bank
Mississippi
$548K – – –
B
2483
Bensler
Washington
$546K +$126K +509 +36%
SIAP
2484
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$546K +$27.9K +113 +6%
FH
2485
FWG Holdings
Florida
$546K -$15.3K -62 -3%
SSW
2486
Smith Shellnut Wilson
Mississippi
$546K -$3.7K -15 -0.8%
TA
2487
Tactive Advisors
Florida
$544K +$182K +737 +64%
WJA
2488
Willis Johnson & Associates
Texas
$544K +$13.1K +53 +3%
HAIM
2489
Hunter Associates Investment Management
Pennsylvania
$543K -$12.3K -50 -3%
MUMSS
2490
Mitsubishi UFJ Morgan Stanley Securities
Japan
$542K +$466K +1,890 New
IA
2491
IFG Advisors
Missouri
$542K – – –
DBT
2492
Dubuque Bank & Trust
Iowa
$541K +$38.2K +155 +9%
WCG
2493
Weaver Consulting Group
California
$539K -$3.21K -13 -0.7%
9WM
2494
9258 Wealth Management
Ohio
$539K -$18K -73 -4%
MCM
2495
Morton Capital Management
California
$538K – – –
CWM
2496
Castle Wealth Management
Florida
$537K -$31.3K -127 -6%
PHIC
2497
Pine Haven Investment Counsel
Massachusetts
$536K -$15.1K -61 -3%
MCM
2498
MV Capital Management
Maryland
$533K +$48.4K +196 +12%
OWA
2499
Opal Wealth Advisors
New York
$533K -$99.2K -402 -18%
SGCA
2500
Steel Grove Capital Advisors
Tennessee
$532K -$78.5K -318 -15%
98 99
100
101 102