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Name Holding Trade Value Shares
Change
Change in
Stake
SGK
2401
Steigerwald Gordon & Koch
Virginia
$527K +$5.88K +63 +1%
ORC
2402
O'Rourke & Company
Massachusetts
$527K -$18.8K -201 -3%
VC
2403
Vestor Capital
Illinois
$527K -$8.31K -89 -1%
SIA
2404
SeaBridge Investment Advisors
New Jersey
$526K -$874K -9,359 -61%
SMH
2405
Sanders Morris Harris
Texas
$526K -$7.75K -83 -1%
NCTC
2406
New Covenant Trust Company
Indiana
$525K -$29.4K -315 -5%
CAC
2407
Certified Advisory Corp
Florida
$525K -$46.6K -499 -8%
SCA
2408
St. Clair Advisors
Ohio
$525K
TCA
2409
Trifecta Capital Advisors
Illinois
$525K -$357K -3,820 -40%
MLA
2410
My Legacy Advisors
Oregon
$524K -$14.1K -151 -3%
FFG
2411
Fiduciary Financial Group
California
$523K -$11.7K -125 -2%
DIM
2412
Delta Investment Management
California
$520K -$84.1K -901 -13%
BCM
2413
Boltwood Capital Management
California
$519K +$4.2K +45 +0.8%
NFG
2414
Nadler Financial Group
Illinois
$519K -$93K -996 -15%
MIP
2415
Marietta Investment Partners
Wisconsin
$519K -$1.45M -15,504 -73%
EBT
2416
Enterprise Bank & Trust
Massachusetts
$517K
BFC
2417
Bedel Financial Consulting
Indiana
$517K +$5.97K +64 +1%
VBFG
2418
Vishria Bird Financial Group
Tennessee
$517K
MWS
2419
MFA Wealth Services
California
$516K -$49.8K -533 -8%
TRIA
2420
Trail Ridge Investment Advisors
Colorado
$515K -$127K -1,364 -19%
LWM
2421
Lionshead Wealth Management
New York
$515K +$32.1K +344 +6%
PCA
2422
Prosperity Capital Advisors
Ohio
$515K -$12.4K -133 -2%
CFG
2423
Clayton Financial Group
Missouri
$513K -$7.1K -76 -1%
CSPIA
2424
Cary Street Partners Investment Advisory
Virginia
$513K -$38.5K -412 -7%
JFA
2425
JNBA Financial Advisors
Minnesota
$511K