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Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
1501
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K
KFS
1502
Kurt F. Somerville
$266K +$65.1K +700 +28%
GIM
1503
Groesbeck Investment Management
New Jersey
$265K
DS
1504
DRW Securities
Illinois
$265K +$92.6K +995 +45%
CC
1505
Claybrook Capital
Massachusetts
$265K +$298K +3,200 New
OFS
1506
Orrstown Financial Services
Pennsylvania
$264K -$752K -8,085 -72%
LWP
1507
Legacy Wealth Planning
Nevada
$264K -$18.6K -200 -6%
CA
1508
Calton & Associates
Florida
$263K -$33.8K -363 -10%
FHA
1509
First Horizon Advisors
Tennessee
$263K -$2.33K -25 -0.8%
SFS
1510
Summit Financial Strategies
Ohio
$263K +$3.44K +37 +1%
LA
1511
Lynch & Associates
Indiana
$262K
AMC
1512
Asset Management Corp
Illinois
$262K +$42K +451 +17%
BHTS
1513
Bar Harbor Trust Services
Maine
$261K -$2.98K -32 -1%
MTC
1514
McDaniel Terry & Co
Texas
$261K +$13K +140 +5%
FFG
1515
Frisch Financial Group
New York
$260K +$41.1K +442 +16%
CCM
1516
Carlson Capital Management
Minnesota
$257K -$30K -322 -10%
EM
1517
Excalibur Management
Massachusetts
$257K -$20.7K -223 -7%
MNBTD
1518
Moody National Bank Trust Division
Texas
$257K
SIG
1519
Sky Investment Group
Connecticut
$256K
SCA
1520
STALEY CAPITAL ADVISERS
Pennsylvania
$256K
FNT
1521
First Nebraska Trust
Nebraska
$255K
BFC
1522
Bedel Financial Consulting
Indiana
$255K +$651 +7 +0.2%
MS
1523
Maven Securities
Jersey
$254K +$286K +3,069 New
TSW
1524
Thompson Siegel & Walmsley
Virginia
$253K -$168K -1,805 -37%
DBT
1525
Dubuque Bank & Trust
Iowa
$253K -$7.26K -78 -2%