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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
926
Guyasuta Investment Advisors
Pennsylvania
$294K
MJP
927
Michael J. Puzo
$294K
PP
928
PDS Planning
Ohio
$292K +$3.01K +20 +1%
BHBT
929
Burke & Herbert Bank & Trust
Virginia
$291K +$268K +1,785 New
ZBNA
930
Zions Bancorporation, National Association
Utah
$290K +$104K +692 +64%
WF
931
Wayfinding Financial
Washington
$289K
PF
932
Phoenix Financial
Israel
$289K +$35.5K +236 +15%
VA
933
VestGen Advisors
Illinois
$287K -$26.9K -179 -9%
IAS
934
Insigneo Advisory Services
Florida
$286K +$263K +1,753 New
QI
935
Qtron Investments
Massachusetts
$285K +$263K +1,750 New
EWA
936
EverSource Wealth Advisors
Alabama
$285K +$6.31K +42 +2%
CC
937
Courier Capital
New York
$285K
VRM
938
Vectors Research Management
New York
$285K
CSC
939
Caldwell Sutter Capital
California
$284K
1WA
940
180 Wealth Advisors
Washington
$283K +$1.95K +13 +0.8%
BBI
941
Baxter Bros Inc
Connecticut
$283K +$260K +1,733 New
NL
942
NWAM LLC
Washington
$282K +$3.76K +25 +2%
B
943
Bailard
California
$281K -$150 -1 -0.1%
MAM
944
Madison Asset Management
Wisconsin
$281K -$5.86K -39 -2%
FCP
945
Fidelis Capital Partners
Florida
$280K +$451 +3 +0.2%
VCP
946
Vista Capital Partners
Oregon
$279K +$4.66K +31 +2%
CFD
947
Creative Financial Designs
Indiana
$279K -$71.2K -474 -22%
LIA
948
LBMC Investment Advisors
Tennessee
$277K -$75.1K -500 -23%
PP
949
Patten & Patten
Tennessee
$277K -$45.1K -300 -15%
TCM
950
TruNorth Capital Management
Michigan
$277K +$14.6K +97 +6%