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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1351
HM Payson & Co
Maine
$268K +$14.7K +225 +5%
OP
1352
ORG Partners
Indiana
$267K -$97.6K -1,499 -25%
WIA
1353
Westbourne Investment Advisors
Maryland
$267K -$3.66M -56,263 -92%
NFP
1354
Narus Financial Partners
Utah
$266K +$44.7K +687 +18%
OBGC
1355
O'Brien Greene & Co
Pennsylvania
$266K -$17.9K -275 -6%
PHIC
1356
Pine Haven Investment Counsel
Massachusetts
$265K -$31.6K -485 -10%
DWM
1357
Drive Wealth Management
Utah
$264K -$21.1K -324 -7%
KAS
1358
KPP Advisory Services
Kentucky
$264K +$294K +4,516 New
AIA
1359
Angeles Investment Advisors
California
$263K +$5.01K +77 +2%
NB
1360
NBT Bank
New York
$263K
6F
1361
626 Financial
Michigan
$262K -$6.64K -102 -2%
HCM
1362
Highview Capital Management
Illinois
$262K
AMBIA
1363
Allen Mooney & Barnes Investment Advisors
Georgia
$262K +$19K +292 +7%
DCM
1364
Dudley Capital Management
Virginia
$261K
DG
1365
DMC Group
Alabama
$260K +$290K +4,448 New
GCP
1366
GSA Capital Partners
United Kingdom
$258K +$85.5K +1,313 +42%
NDSI
1367
Newman Dignan & Sheerar Inc
Rhode Island
$258K +$10.1K +155 +4%
OFS
1368
OneAscent Financial Services
Alabama
$257K +$286K +4,399 New
SGCA
1369
Steel Grove Capital Advisors
Tennessee
$257K -$4.88K -75 -2%
FBFS
1370
First Business Financial Services
Wisconsin
$257K -$11.1K -171 -4%
SHFA
1371
SS&H Financial Advisors
Michigan
$256K +$285K +4,375 New
BAM
1372
Blueshift Asset Management
New Jersey
$255K +$284K +4,365 New
SC
1373
Syon Capital
California
$255K +$284K +4,365 New
HWA
1374
HCR Wealth Advisors
California
$255K -$3.78K -58 -1%
VCM
1375
Virtue Capital Management
Tennessee
$253K