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Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
1301
Old Point Trust & Financial Services N A
Virginia
$1.03M -$11.7K -70 -1%
BFA
1302
Beaumont Financial Advisors
Massachusetts
$1.03M +$1.33K +8 +0.1%
CAAS
1303
Capital Asset Advisory Services
Michigan
$1.03M -$4K -24 -0.4%
KFGK
1304
Keystone Financial Group (Kentucky)
Kentucky
$1.02M +$48.1K +288 +5%
IEFM
1305
IQ EQ Fund Management
Ireland
$1.02M -$2.38M -14,257 -70%
EGM
1306
Engineers Gate Manager
New York
$1.01M -$511K -3,060 -33%
PIM
1307
Progressive Investment Management
Oregon
$1.01M
FAM
1308
Formidable Asset Management
Ohio
$1.01M +$167 +1 +0%
KA
1309
Kovack Advisors
Florida
$1.01M +$35.9K +215 +4%
FHB
1310
First Hawaiian Bank
Hawaii
$1.01M -$991K -5,938 -49%
WPW
1311
Waldron Private Wealth
Pennsylvania
$1.01M -$157K -942 -13%
BTWM
1312
Baker Tilly Wealth Management
Wisconsin
$1.01M +$48.2K +289 +5%
PBC
1313
Pavion Blue Capital
California
$1M
MKC
1314
M. Kraus & Co
Vermont
$995K -$8.34K -50 -0.8%
HCM
1315
Harvey Capital Management
Florida
$993K
CBTWT
1316
Community Bank & Trust (Waco, Texas)
Texas
$989K -$49.9K -299 -5%
EWM
1317
Empirical Wealth Management
Washington
$989K +$166K +997 +20%
I
1318
INVST
Indiana
$987K +$158K +945 +19%
MW
1319
Marcum Wealth
Ohio
$985K -$117K -699 -11%
SCM
1320
Salem Capital Management
Massachusetts
$983K
SS
1321
Simplicity Solutions
Minnesota
$983K +$196K +1,174 +25%
ESB
1322
Essex Savings Bank
Connecticut
$982K +$12.2K +73 +1%
PG
1323
Patten Group
Tennessee
$980K +$39.9K +239 +4%
PWM
1324
PRW Wealth Management
Massachusetts
$980K +$985K +5,900 New
LIM
1325
Longfellow Investment Management
Massachusetts
$975K -$539K -3,229 -35%