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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1076
AmeriServ Wealth Advisors
Pennsylvania
$830K +$12.2K +142 +2%
GSWM
1077
Golden State Wealth Management
California
$828K -$93.8K -1,094 -11%
ANB
1078
Amarillo National Bank
Texas
$828K – – –
PAM
1079
Private Asset Management
California
$826K -$6.35K -74 -0.8%
TWI
1080
Thomas White International
Illinois
$823K – – –
TFA
1081
Toth Financial Advisory
Virginia
$820K -$7.63K -89 -1%
WKWM
1082
Walter & Keenan Wealth Management
Indiana
$819K +$416K +4,850 +125%
SSW
1083
Smith Shellnut Wilson
Mississippi
$818K +$429 +5 +0.1%
B
1084
Bailard
California
$818K +$34.3K +400 +5%
TI
1085
Truepoint Inc
Ohio
$816K -$2.2M -25,694 -75%
DAM
1086
Diamant Asset Management
Connecticut
$810K – – –
MCM
1087
Maple Capital Management
Vermont
$806K +$515K +6,005 +233%
MC
1088
Miramar Capital
Illinois
$802K -$4.89K -57 -0.7%
P
1089
Pitcairn
Pennsylvania
$798K -$27.6K -322 -4%
TTWM
1090
TCV Trust & Wealth Management
Virginia
$793K -$37.3K -435 -5%
BWM
1091
Buckley Wealth Management
Nevada
$792K -$70.1K -817 -9%
NAMP
1092
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$789K -$40.7K -475 -5%
AWM
1093
Altium Wealth Management
New York
$788K +$55.6K +648 +8%
SGI
1094
Summit Global Investments
Utah
$788K +$719K +8,390 New
SBSB
1095
Sullivan, Bruyette, Speros & Blaney
Virginia
$786K +$6K +70 +0.8%
VAS
1096
Vestmark Advisory Solutions
Massachusetts
$786K +$184K +2,142 +34%
BS
1097
Bessemer Securities
New York
$785K – – –
MIH
1098
Meitav Investment House
Israel
$783K +$739K +8,618 New
S
1099
SignatureFD
Georgia
$781K +$61.1K +713 +9%
WT
1100
Washington Trust
Rhode Island
$778K -$133K -1,550 -15%
42 43
44
45 46