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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
901
Marco Investment Management
Georgia
$340K -$18.3K -100 -6%
NF
902
Norwood Financial
Pennsylvania
$339K -$11K -60 -3%
IFG
903
Independent Financial Group
California
$339K +$56.8K +311 +22%
SA
904
Shilanski & Associates
Alaska
$339K -$91.4K -500 -23%
MWM
905
Modern Wealth Management
Kansas
$338K +$313K +1,710 New
OL
906
Owen LaRue
Kentucky
$338K +$2.38K +13 +0.8%
FCP
907
Fidelis Capital Partners
Florida
$337K +$26.1K +143 +9%
SWA
908
Sax Wealth Advisors
New Jersey
$336K -$1.46K -8 -0.5%
SDIC
909
South Dakota Investment Council
South Dakota
$336K – – –
MSFS
910
Main Street Financial Solutions
Pennsylvania
$335K -$56.5K -309 -15%
GIA
911
Guyasuta Investment Advisors
Pennsylvania
$335K – – –
FFA
912
Florida Financial Advisors
Florida
$335K -$17.7K -97 -5%
TWM
913
TriaGen Wealth Management
California
$334K -$6.21K -34 -2%
CG
914
Cynosure Group
Utah
$332K +$307K +1,680 New
SIG
915
Sky Investment Group
Connecticut
$330K -$9.14K -50 -3%
LSAG
916
Lake Street Advisors Group
New Hampshire
$330K +$548 +3 +0.2%
VWM
917
Vigilare Wealth Management
Arizona
$327K +$5.85K +32 +2%
AI
918
Atom Investors
Texas
$327K -$306K -1,676 -50%
NB
919
Northwest Bancshares
Pennsylvania
$327K – – –
BBHC
920
Brown Brothers Harriman & Co
New York
$326K -$2.74K -15 -0.9%
CT
921
Colonial Trust
South Carolina
$325K – – –
ANBTV
922
American National Bank & Trust (Virginia)
Virginia
$325K +$300K +1,643 New
ISWM
923
Independent Solutions Wealth Management
New York
$322K -$11.9K -65 -4%
ATC
924
Argent Trust Co
Tennessee
$322K +$9.5K +52 +3%
FFC
925
First Financial Corp
Indiana
$320K – – –