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Name Holding Trade Value Shares
Change
Change in
Stake
FI
851
Finivi Inc
Massachusetts
$210K +$202K +1,843 New
CMBA
852
C.M. Bidwell & Associates
Hawaii
$209K -$7.65K -70 -4%
GWAM
853
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K +$198K +1,813 New
CM
854
Caption Management
Oklahoma
$206K -$2.58M -23,568 -93%
ACM
855
Advisors Capital Management
New Jersey
$206K -$27.3K -250 -12%
BMC
856
Beaton Management Company
Massachusetts
$205K +$197K +1,800 New
GIA
857
Guyasuta Investment Advisors
Pennsylvania
$205K +$197K +1,800 New
LFM
858
LGT Fund Management
Liechtenstein
$205K +$197K +1,800 New
MJP
859
Michael J. Puzo
$205K +$197K +1,800 New
TSW
860
Thompson Siegel & Walmsley
Virginia
$204K -$47.1K -431 -19%
ONST
861
Old North State Trust
North Carolina
$204K
PP
862
Palladium Partners
Virginia
$204K +$195K +1,781 New
CPIA
863
Cornell Pochily Investment Advisors
New York
$204K +$195K +1,783 New
MMG
864
Monetary Management Group
Missouri
$203K +$194K +1,775 New
PIM
865
Perpetual Investment Management
Australia
$203K +$194K +1,775 New
RIG
866
Roosevelt Investment Group
New York
$203K +$195K +1,779 New
SIG
867
Sargent Investment Group
Maryland
$203K +$195K +1,781 New
AWM
868
Accel Wealth Management
Iowa
$202K +$68.3K +625 +54%
PWM
869
Perigon Wealth Management
California
$201K +$192K +1,758 New
BHBT
870
Burke & Herbert Bank & Trust
Virginia
$201K +$193K +1,767 New
RP
871
Riverwater Partners
Wisconsin
$200K +$191K +1,750 New
RP
872
Rowlandmiller & Partners
Georgia
$197K +$189K +1,729 New
FMLI
873
Fukoku Mutual Life Insurance
Japan
$193K +$6.56K +60 +4%
SOW
874
State of Wyoming
Wyoming
$187K +$48.1K +440 +37%
PCG
875
Private Capital Group
Connecticut
$185K -$52.6K -481 -23%