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Name Holding Trade Value Shares
Change
Change in
Stake
NF
2501
Norwood Financial
Pennsylvania
$379K
SICM
2502
Sustainable Insight Capital Management
New York
$378K -$143K -1,611 -28%
CGH
2503
CMG Global Holdings
Texas
$378K -$3.81K -43 -1%
EBA
2504
Eagle Bay Advisors
New York
$378K +$105K +1,185 +40%
RA
2505
Rise Advisors
New York
$376K +$40K +451 +12%
ACA
2506
Affinity Capital Advisors
California
$375K -$3.19K -36 -0.9%
MAG
2507
MRA Advisory Group
New Jersey
$375K +$15.7K +177 +4%
KC
2508
Kinloch Capital
Virginia
$375K +$19.4K +219 +6%
GAM
2509
Grandview Asset Management
Pennsylvania
$374K -$22.2K -250 -6%
CICI
2510
Capital Investment Counsel Inc
North Carolina
$372K
NCM
2511
Noesis Capital Mangement
Florida
$371K -$479K -5,407 -57%
NCM
2512
Northside Capital Management
Oregon
$371K
PSC
2513
Prentiss Smith & Co
Vermont
$371K
LWP
2514
Legacy Wealth Planning
Nevada
$371K +$14.8K +167 +4%
VFP
2515
Verus Financial Partners
Virginia
$370K +$177 +2 +0%
SHGA
2516
Sand Hill Global Advisors
California
$369K -$3.16M -35,620 -90%
HWM
2517
Hemington Wealth Management
Virginia
$368K -$713K -8,040 -67%
DTC
2518
Davidson Trust Company
Washington
$368K -$50.1K -565 -12%
LFA
2519
Laraway Financial Advisors
Minnesota
$368K -$8.87K -100 -2%
RA
2520
Riverstone Advisors
Texas
$367K +$81.1K +915 +29%
SPWM
2521
Spartan Planning & Wealth Management
North Carolina
$367K +$357K +4,023 +134,100%
BAG
2522
Briggs Advisory Group
Rhode Island
$366K +$355K +4,009 New
ACM
2523
Alethea Capital Management
Washington
$365K -$848K -9,565 -71%
LAI
2524
Legal Advantage Investments
California
$365K
VFPI
2525
Vantage Financial Partners (Illinois)
Illinois
$365K +$8.87K +100 +3%