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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
1701
Cornell Pochily Investment Advisors
New York
$200K – – –
KFI
1702
Key Financial Inc
Pennsylvania
$198K – – –
AT
1703
Avalon Trust
New Mexico
$198K -$128K -303 -38%
HI
1704
Hendershot Investments
Virginia
$195K – – –
SOW
1705
State of Wyoming
Wyoming
$194K +$90K +213 +81%
TCOT
1706
Trust Company of Toledo
Ohio
$193K -$31.3K -74 -14%
MEG
1707
Millstone Evans Group
Colorado
$186K +$1.69K +4 +0.9%
BIA
1708
Bell Investment Advisors
California
$181K -$13.5K -32 -7%
GPI
1709
General Partner Inc
Pennsylvania
$180K – – –
JWM
1710
JPL Wealth Management
Colorado
$169K -$1.73M -4,089 -91%
CA
1711
Continuum Advisory
Idaho
$165K +$171K +404 New
ESC
1712
Eurizon SLJ Capital
$164K – – –
RCM
1713
Richardson Capital Management
Wisconsin
$163K -$6.33K -15 -4%
PWA
1714
Physician Wealth Advisors
Utah
$163K -$8.02K -19 -5%
DJSG
1715
D.J. St. Germain
Massachusetts
$161K -$3.38K -8 -2%
Kayne Anderson Rudnick Investment Management
1716
Kayne Anderson Rudnick Investment Management
California
$160K -$29.6M -70,008 -99%
ORAM
1717
One River Asset Management
Connecticut
$159K -$80.7K -191 -33%
SWP
1718
Strategic Wealth Partners
Ohio
$159K -$1.46M -3,454 -90%
PWAM
1719
Private Wealth Asset Management
Iowa
$156K -$256K -607 -61%
CCM
1720
Chilton Capital Management
Texas
$151K +$120K +285 +331%
TFIPS
1721
Towarzystwo Funduszy Inwestycyjnych PZU SA
$149K -$6.33K -15 -4%
SGFG
1722
Silver Grove Financial Group
New York
$145K +$76.9K +182 +105%
TWD
1723
True Wealth Design
Ohio
$143K -$64.2K -152 -30%
SNB
1724
Security National Bank
Nebraska
$141K +$1.27K +3 +0.9%
ANBT
1725
American National Bank & Trust
Texas
$140K -$5.07K -12 -3%