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Name Holding Trade Value Shares
Change
Change in
Stake
DTC
2426
Davidson Trust Company
Washington
$540K -$34.6K -721 -6%
SPWG
2427
Syntegra Private Wealth Group
Missouri
$540K +$505K +10,537 New
3LCM
2428
3D/L Capital Management
Connecticut
$539K +$13.1K +274 +3%
ARC
2429
Advisor Resource Council
Texas
$539K +$3.69K +77 +0.7%
FMB
2430
Field & Main Bank
Kentucky
$539K +$46.7K +975 +10%
SF
2431
Summit Financial
New Jersey
$539K -$92.1K -1,921 -15%
ESBC
2432
E.S. Barr & Co
Kentucky
$538K
CC
2433
Claybrook Capital
Massachusetts
$538K -$198K -4,135 -28%
GA
2434
Goldstein Advisors
Wisconsin
$538K +$503K +10,497 New
EBA
2435
Eagle Bay Advisors
New York
$537K +$575 +12 +0.1%
CAL
2436
Capital Advisors Ltd
Ohio
$537K +$15.2K +317 +3%
MWC
2437
MBM Wealth Consultants
Missouri
$537K +$45.5K +950 +10%
TFA
2438
Trinity Financial Advisors
Ohio
$535K +$240 +5 +0%
PWP
2439
Phillips Wealth Planners
Mississippi
$534K +$582K +12,143 New
EFG
2440
Ethos Financial Group
Pennsylvania
$534K +$494K +10,306 New
PWS
2441
Peloton Wealth Strategists
Indiana
$534K -$28K -585 -5%
IA
2442
IFG Advisors
Missouri
$533K -$11K -230 -2%
FAM
2443
Fenimore Asset Management
New York
$533K
OCPWS
2444
One Charles Private Wealth Services
Massachusetts
$531K -$527 -11 -0.1%
CA
2445
CSM Advisors
Pennsylvania
$531K
NRA
2446
NSI Retail Advisors
Pennsylvania
$531K
AWA
2447
Acorn Wealth Advisors
Michigan
$531K +$5.08K +106 +1%
PWM
2448
Paulson Wealth Management
Illinois
$531K +$9.78K +204 +2%
UF
2449
Univest Financial
Pennsylvania
$531K -$53.2K -1,109 -10%
TCM
2450
Tufton Capital Management
Maryland
$530K +$94.4K +1,970 +23%