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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Mattern Wealth Management
Kansas
$253K
RMC
527
Resources Management Corp
Connecticut
$253K
RB
528
Rodgers Brothers
Pennsylvania
$252K
CAG
529
Csenge Advisory Group
Florida
$251K +$32.1K +149 +14%
RIA
530
Regal Investment Advisors
Michigan
$250K
PWA
531
Phoenix Wealth Advisors
North Carolina
$245K -$862 -4 -0.3%
PCM
532
Prelude Capital Management
New York
$245K +$263K +1,218 New
JWBC
533
J.W. Burns & Co
New York
$239K +$255K +1,185 New
SAM
534
Silvercrest Asset Management
New York
$237K -$107K -495 -30%
ECM
535
Evergreen Capital Management
Washington
$237K +$16.4K +76 +7%
RB
536
Renasant Bank
Mississippi
$236K +$253K +1,173 New
BL
537
Balentine LLC
Georgia
$235K -$211K -980 -46%
SCA
538
Stonebridge Capital Advisors
Minnesota
$232K
EI
539
Ellevest Inc
New York
$232K +$17.5K +81 +8%
FB
540
Fulton Bank
Pennsylvania
$231K +$2.37K +11 +1%
FPCP
541
Fort Point Capital Partners
California
$226K
Jones Financial Companies
542
Jones Financial Companies
Missouri
$221K
KTA
543
Keeley-Teton Advisors
Illinois
$221K
TWP
544
Tempus Wealth Planning
California
$220K +$236K +1,095 New
PNC
545
Park National Corp
Ohio
$216K +$8.84K +41 +4%
CG
546
Caprock Group
Idaho
$214K +$229K +1,063 New
BCM
547
Brown Capital Management
Maryland
$213K
OCM
548
Orser Capital Management
Texas
$212K
BCM
549
Birch Capital Management
Texas
$212K
APA
550
Astoria Portfolio Advisors
New York
$210K +$225K +1,044 New