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Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
1576
D.B. Root & Company
Pennsylvania
$594K -$53K -394 -9%
CB
1577
CNB Bank
Pennsylvania
$594K +$26K +193 +5%
HA
1578
Hamel Associates
New Jersey
$592K -$178K -1,325 -26%
SDH
1579
Sloy Dahl & Holst
Washington
$590K +$75.4K +560 +17%
Intact Investment Management
1580
Intact Investment Management
Quebec, Canada
$587K +$108K +800 +27%
ONGA
1581
O'Neil Global Advisors
California
$587K +$511K +3,800 New
MC
1582
Miramar Capital
Illinois
$586K -$29.6K -220 -6%
LWM
1583
Liberty Wealth Management
California
$586K +$1.21K +9 +0.2%
SGK
1584
Steigerwald Gordon & Koch
Virginia
$585K +$2.02K +15 +0.4%
MSR
1585
Main Street Research
Connecticut
$580K -$2.02K -15 -0.4%
Waverly Advisors
1586
Waverly Advisors
Alabama
$580K +$135 +1 +0%
VAM
1587
Verity Asset Management
North Carolina
$580K +$22.3K +166 +5%
AIS
1588
AM Investment Strategies
Tennessee
$579K – – –
RCA
1589
Resonant Capital Advisors
Wisconsin
$577K +$14.4K +107 +3%
SAM
1590
Secure Asset Management
Michigan
$577K +$63.4K +471 +14%
TWM
1591
TMD Wealth Management
Arizona
$576K -$269 -2 -0.1%
W
1592
Wealthquest
Ohio
$576K +$8.48K +63 +2%
DR
1593
Davis Rea
Ontario, Canada
$576K +$135K +1,000 +37%
FSG
1594
Financial Strategies Group
Michigan
$575K – – –
WP
1595
WealthShield Partners
North Carolina
$575K +$32.7K +243 +7%
BHBT
1596
Burke & Herbert Bank & Trust
Virginia
$574K – – –
EWM
1597
Elite Wealth Management
Washington
$574K +$404 +3 +0.1%
MD Financial Management
1598
MD Financial Management
Ontario, Canada
$572K -$3.3M -24,521 -87%
Americana Partners
1599
Americana Partners
Texas
$572K +$74K +550 +16%
PFBT
1600
Parkside Financial Bank & Trust
Missouri
$571K -$34.6K -257 -6%