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Name Holding Trade Value Shares
Change
Change in
Stake
MJP
1076
Michael J. Puzo
$797K -$281K -4,020 -25%
RWA
1077
River Wealth Advisors
Pennsylvania
$797K -$41.1K -589 -5%
MNBTD
1078
Moody National Bank Trust Division
Texas
$797K -$17.5K -250 -2%
CA
1079
CapWealth Advisors
Tennessee
$794K -$1.64M -23,543 -66%
CAM
1080
Columbia Asset Management
Michigan
$790K +$101K +1,450 +13%
BA
1081
Boston Advisors
Massachusetts
$787K -$58.2K -834 -6%
VFA
1082
Valeo Financial Advisors
Indiana
$786K +$226K +3,243 +36%
PFSC
1083
Peoples Financial Services Corp
Pennsylvania
$782K -$14K -200 -2%
RIG
1084
Roosevelt Investment Group
New York
$782K -$4.75K -68 -0.6%
TWI
1085
Thomas White International
Illinois
$778K -$25.9K -371 -3%
HK
1086
Horizon Kinetics
New York
$767K -$10.9K -156 -1%
AIM
1087
Assured Investment Management
New York
$764K -$6.29M -90,069 -88%
SS
1088
Simplicity Solutions
Minnesota
$761K -$18.9K -271 -2%
ANRIA
1089
American National Registered Investment Advisor
Texas
$761K -$17.5K -250 -2%
I2I
1090
Insight 2811 Inc
Illinois
$761K +$28.1K +402 +4%
MIC
1091
Meridian Investment Counsel
California
$760K
PG
1092
Patten Group
Tennessee
$758K +$19.2K +275 +2%
DA
1093
Dillon & Associates
Michigan
$757K -$132K -1,895 -14%
SGCA
1094
Steel Grove Capital Advisors
Tennessee
$757K -$28.5K -408 -3%
FFC
1095
First Financial Corp
Indiana
$756K -$141K -2,019 -15%
VFA
1096
Voya Financial Advisors
Connecticut
$752K +$13.4K +192 +2%
PL
1097
Perpetual Ltd
Australia
$751K
CM
1098
Columbus Macro
Pennsylvania
$750K -$7.75K -111 -1%
EGA
1099
E&G Advisors
Texas
$743K +$55.9K +800 +7%
MMPW
1100
Mitchell McLeod Pugh & Williams
Alabama
$740K -$25.1K -359 -3%