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Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
1076
Foster Victor Wealth Advisors
South Carolina
$2.68M +$86.3K +2,354 +3%
AMIM
1077
Aull & Monroe Investment Management
Alabama
$2.66M +$646K +17,607 +32%
MSFP
1078
Mark Sheptoff Financial Planning
Connecticut
$2.66M +$92.3K +2,517 +4%
IB
1079
Intrust Bank
Kansas
$2.66M +$14.2K +387 +0.5%
HBT
1080
Hills Bank & Trust
Iowa
$2.65M -$131K -3,565 -5%
DSC
1081
Duncker Streett & Co
Missouri
$2.65M -$205K -5,581 -7%
CPA
1082
Cowen Prime Advisors
New York
$2.65M -$429K -11,686 -14%
BCM
1083
Boltwood Capital Management
California
$2.65M -$209K -5,704 -7%
MWM
1084
Mission Wealth Management
California
$2.65M -$234K -6,389 -8%
CSPIA
1085
Cary Street Partners Investment Advisory
Virginia
$2.65M +$1.67M +45,398 +172%
FNBTCON
1086
First National Bank & Trust Co of Newtown
Pennsylvania
$2.64M -$152K -4,139 -5%
GCM
1087
Gables Capital Management
Florida
$2.64M -$93.7K -2,554 -3%
MWM
1088
Minot Wealth Management
Massachusetts
$2.63M +$150K +4,101 +6%
CB
1089
CNB Bank
Pennsylvania
$2.61M -$246K -6,700 -9%
WP
1090
WealthPLAN Partners
Nebraska
$2.61M -$218K -5,946 -7%
VCA
1091
Verdence Capital Advisors
Maryland
$2.6M -$306K -8,354 -11%
AWS
1092
Arkfeld Wealth Strategies
Nebraska
$2.6M +$2.53M +68,906 New
IFG
1093
Independent Financial Group
California
$2.6M +$390K +10,642 +18%
WAOTB
1094
Wealth Advisors of Tampa Bay
Florida
$2.59M -$127K -3,466 -5%
GD
1095
Grandfield & Dodd
New York
$2.58M -$116K -3,154 -4%
SAM
1096
Synergy Asset Management
Washington
$2.57M +$2.56M +69,802 New
RMSCM
1097
R.M. Sincerbeaux Capital Management
New York
$2.57M -$138K -3,769 -5%
KTM
1098
Keeler Thomas Management
Utah
$2.57M -$521K -14,205 -17%
CAM
1099
Cacti Asset Management
Georgia
$2.57M -$138K -3,772 -5%
BHBT
1100
Burke & Herbert Bank & Trust
Virginia
$2.56M -$191K -5,216 -7%