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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1701
Pinion Investment Advisors
Kansas
$409K +$365K +3,823 New
AMG National Trust Bank
1702
AMG National Trust Bank
Colorado
$408K +$38.7K +405 +12%
CFS
1703
CRA Financial Services
New Jersey
$407K -$2.86K -30 -0.8%
QCM
1704
Quest Capital Management
Texas
$407K +$26K +272 +8%
GPFA
1705
Game Plan Financial Advisors
Ohio
$407K +$363K +3,802 New
OC
1706
Oakworth Capital
Alabama
$404K -$4.3K -45 -1%
HI
1707
Hoey Investments
Pennsylvania
$402K +$64K +670 +22%
Engineers Gate Manager
1708
Engineers Gate Manager
New York
$401K -$1.33M -13,931 -79%
AFM
1709
Abbot Financial Management
Massachusetts
$401K -$23.9K -250 -6%
WCWM
1710
Willow Creek Wealth Management
California
$401K +$1.43K +15 +0.4%
Gotham Asset Management
1711
Gotham Asset Management
New York
$401K +$6.01K +63 +2%
TW
1712
TrinityPoint Wealth
Connecticut
$400K -$30.1K -315 -8%
W
1713
WealthStone
Ohio
$397K +$8.31K +87 +2%
JIC
1714
Joel Isaacson & Co
New York
$396K -$1.91K -20 -0.5%
London Company of Virginia
1715
London Company of Virginia
Virginia
$396K – – –
MMPW
1716
Mitchell McLeod Pugh & Williams
Alabama
$396K – – –
SCI
1717
S&CO Inc
Massachusetts
$396K – – –
IIM
1718
Ipswich Investment Management
Massachusetts
$395K -$385K -4,032 -52%
RC
1719
Roundview Capital
New Jersey
$395K +$126K +1,319 +56%
WP
1720
WealthSource Partners
California
$394K +$61.8K +647 +21%
SCM
1721
Schnieders Capital Management
California
$393K – – –
LA
1722
LexAurum Advisors
Kansas
$392K -$45.2K -473 -11%
CAM
1723
Cozad Asset Management
Illinois
$392K +$349K +3,660 New
SWA
1724
SOA Wealth Advisors
New York
$392K +$354K +3,709 New
First Citizens Bank & Trust
1725
First Citizens Bank & Trust
North Carolina
$391K +$77.2K +809 +28%