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Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
1476
Israel Discount Bank of New York
New York
$850K -$229K -17,120 -21%
RPWA
1477
Regent Peak Wealth Advisors
Georgia
$848K +$56.8K +4,240 +7%
NFG
1478
Nadler Financial Group
Illinois
$847K +$35.3K +2,640 +4%
AWP
1479
Abacus Wealth Partners
California
$840K +$862K +64,360 New
CHP
1480
Cable Hill Partners
Oregon
$839K +$46.1K +3,440 +6%
KFS
1481
Kaizen Financial Strategies
California
$836K +$858K +64,080 New
CPWA
1482
Cerro Pacific Wealth Advisors
California
$834K +$856K +63,920 New
CAM
1483
Carret Asset Management
New York
$833K -$107K -8,000 -11%
MWA
1484
Meridian Wealth Advisors
Texas
$833K +$50.9K +3,800 +6%
ACM
1485
Advisors Capital Management
New Jersey
$832K +$9.64K +720 +1%
GA
1486
GFS Advisors
Texas
$830K +$214K +16,000 +34%
MS
1487
Madden Securities
Texas
$828K -$105K -7,840 -11%
1IA
1488
1834 Investment Advisors
Wisconsin
$828K +$135K +10,120 +19%
SYBT
1489
Stock Yards Bank & Trust
Kentucky
$827K -$49.8K -3,720 -6%
DAM
1490
Delta Asset Management
Tennessee
$826K -$100K -7,480 -11%
TCOT
1491
Trust Company of Toledo
Ohio
$817K +$117K +8,720 +16%
RFM
1492
Royal Fund Management
Florida
$816K +$105K +7,880 +14%
PCAP
1493
Pratt Collard Advisory Partners
New York
$815K +$24.6K +1,840 +3%
WP
1494
WMS Partners
Maryland
$815K +$31.1K +2,320 +4%
FCFC
1495
First Commonwealth Financial Corp
Pennsylvania
$814K -$32.7K -2,440 -4%
FIM
1496
Fernwood Investment Management
Massachusetts
$806K +$1.61K +120 +0.2%
CWP
1497
Capital Wealth Planning
Florida
$804K -$441K -32,920 -36%
RFA
1498
Reilly Financial Advisors
California
$803K -$4.28K -320 -0.5%
ST
1499
Smithfield Trust
Pennsylvania
$800K +$87.8K +6,560 +12%
WTB
1500
Washington Trust Bank
Washington
$798K -$39.6K -2,960 -5%