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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
851
Smithbridge Asset Management
Pennsylvania
$260K +$250K +8,125 New
EWA
852
Exencial Wealth Advisors
Oklahoma
$259K -$4.92K -160 -2%
HPC
853
HM Payson & Co
Maine
$258K -$24.2K -788 -9%
CPA
854
Court Place Advisors
Maryland
$257K -$15.1K -492 -6%
MI
855
Markston International
New York
$256K -$1.74M -56,612 -88%
REMPR
856
Roof Eidam Maycock Peralta (REMP)
California
$256K
VVP
857
Venture Visionary Partners
Ohio
$256K +$1.26K +41 +0.5%
AFM
858
Andesa Financial Management
Pennsylvania
$256K +$246K +8,003 New
WWM
859
Western Wealth Management
Colorado
$256K +$248K +8,084 New
CA
860
Clearstead Advisors
Ohio
$255K -$43.4K -1,414 -15%
Carson Wealth (CWM LLC)
861
Carson Wealth (CWM LLC)
Nebraska
$253K
BCCM
862
Bridge Creek Capital Management
Massachusetts
$251K +$18.9K +614 +200%
FFBTD
863
First Financial Bank - Trust Division
Ohio
$250K -$14.7K -477 -6%
VWM
864
Venturi Wealth Management
Texas
$249K -$92.9K -3,022 -28%
ZIG
865
Zuckerman Investment Group
Illinois
$245K -$101K -3,300 -30%
WT
866
Whittier Trust
California
$245K -$49.2K -1,600 -17%
WW
867
Westshore Wealth
California
$245K +$2.24K +73 +1%
MCM
868
Manchester Capital Management
Vermont
$243K -$38K -1,238 -14%
NERM
869
New England Research & Management
Illinois
$242K -$6.14K -200 -3%
SPC
870
Stewart & Patten Company
California
$237K -$81.9K -2,666 -26%
IA
871
IFG Advisory
Georgia
$237K +$228K +7,424 New
KLCM
872
KG&L Capital Management
Louisiana
$235K -$21.2K -691 -9%
CTA
873
Colonial Trust Advisors
South Carolina
$235K +$225K +7,335 New
BHIA
874
Birch Hill Investment Advisors
Massachusetts
$234K -$9.22K -300 -4%
VCG
875
Vantage Consulting Group
Virginia
$234K +$224K +7,304 New