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Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
1826
Princeton Portfolio Strategies Group
New Jersey
$463K -$17.7K -1,320 -4%
RWA
1827
Ropes Wealth Advisors
Massachusetts
$463K +$95.2K +7,080 +28%
SGCA
1828
Steel Grove Capital Advisors
Tennessee
$463K +$467K +34,720 New
FNBOSM
1829
First National Bank of South Miami
Florida
$461K +$89.2K +6,640 +24%
SWA
1830
Stratos Wealth Advisors
Ohio
$460K -$113K -8,440 -20%
Kovitz Investment Group Partners
1831
Kovitz Investment Group Partners
Illinois
$460K
PFM
1832
Parsec Financial Management
North Carolina
$458K +$30.6K +2,280 +7%
FDS
1833
First Dallas Securities
Texas
$457K +$10.8K +800 +2%
AIP
1834
Almanack Investment Partners
Pennsylvania
$454K -$169K -12,600 -27%
CIM
1835
Confluence Investment Management
Missouri
$454K -$8.06K -600 -2%
G
1836
Gainplan
Michigan
$452K -$149K -11,080 -25%
KTC
1837
Kistler-Tiffany Companies
Pennsylvania
$450K +$137K +10,160 +43%
ATFA
1838
All Terrain Financial Advisors
Minnesota
$450K +$230K +17,080 +103%
DI
1839
Diligent Investors
California
$448K -$53.8K -4,000 -11%
BWM
1840
Birchcreek Wealth Management
Ohio
$447K +$53.8K +4,000 +14%
TFA
1841
Toth Financial Advisory
Virginia
$446K +$5.38K +400 +1%
BCA
1842
Biltmore Capital Advisors
New Jersey
$446K +$208K +15,480 +86%
MBTD
1843
Mechanics Bank - Trust Department
California
$445K +$448K +33,320 New
WWM
1844
WJ Wealth Management
Arizona
$444K -$53.8K -4,000 -11%
FG
1845
Fiduciary Group
Georgia
$444K +$1.61K +120 +0.4%
MHIC
1846
Marble Harbor Investment Counsel
Massachusetts
$441K +$8.06K +600 +2%
PFA
1847
Plotkin Financial Advisors
Maryland
$440K +$45.2K +3,360 +11%
MWM
1848
Mattern Wealth Management
Kansas
$440K -$81.7K -6,080 -16%
GA
1849
GoalVest Advisory
New York
$440K -$36.6K -2,720 -8%
BIA
1850
Bigelow Investment Advisors
Maine
$440K +$3.23K +240 +0.7%