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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2451
Deltec Asset Management
New York
$562K
HVM
2452
Harvest Volatility Management
Connecticut
$562K -$343K -3,359 -40%
FUBT
2453
First United Bank & Trust
Maryland
$561K -$33K -323 -6%
SFB
2454
STAR Financial Bank
Indiana
$561K +$517K +5,059 New
KFA
2455
Krane Funds Advisors
New York
$561K -$389K -3,809 -43%
FB
2456
First Bancorp
Maine
$560K -$204 -2 -0%
OWA
2457
Opal Wealth Advisors
New York
$560K -$3.37K -33 -0.6%
BWM
2458
Baystate Wealth Management
Massachusetts
$560K +$1.43K +14 +0.3%
HFP
2459
Holistic Financial Partners
Indiana
$558K -$89.2K -873 -15%
S
2460
SimplyRich
California
$557K
AAP
2461
Arax Advisory Partners
Colorado
$555K +$44.5K +435 +10%
EML
2462
Eos Management LP
New York
$555K
WQ
2463
Wealth Quarterback
New Jersey
$555K +$8.79K +86 +2%
SPWG
2464
Syntegra Private Wealth Group
Missouri
$553K +$510K +4,985 New
PIA
2465
Perennial Investment Advisors
California
$553K +$2.04K +20 +0.4%
AWM
2466
Accel Wealth Management
Iowa
$552K -$8.59K -84 -2%
RBC
2467
Roble Belko & Company
Pennsylvania
$551K
IAS
2468
Investment Advisory Services
Texas
$551K -$99.2K -970 -17%
UBV
2469
United Bank (Virginia)
Virginia
$549K -$15.2K -149 -3%
GGS
2470
Galvin Gaustad & Stein
Arizona
$549K -$10.7K -105 -2%
CWG
2471
Crown Wealth Group
North Carolina
$549K +$94.6K +925 +23%
NPT
2472
Nixon Peabody Trust
Massachusetts
$548K +$4.29K +42 +0.9%
BAM
2473
BOS Asset Management
Illinois
$546K +$503K +4,919 New
LA
2474
Latitude Advisors
Florida
$546K -$47.9K -469 -9%
ESBC
2475
E.S. Barr & Co
Kentucky
$545K