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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1151
Robertson Stephens Wealth Management
California
$242K -$197K -2,347 -45%
WAM
1152
Walker Asset Management
Missouri
$242K -$48.9K -584 -17%
V
1153
VeraBank
Texas
$242K +$18K +215 +8%
BWAM
1154
Boyd Watterson Asset Management
Ohio
$240K -$16.8K -200 -7%
CA
1155
Cambridge Advisors
Nebraska
$239K -$53.2K -635 -18%
OFS
1156
OneAscent Financial Services
Alabama
$239K -$20.9K -249 -8%
OAM
1157
Occidental Asset Management
California
$239K -$6.28K -75 -3%
QC
1158
Quent Capital
New York
$239K
TFS
1159
Thoroughbred Financial Services
Tennessee
$238K +$419 +5 +0.2%
SHFA
1160
SC&H Financial Advisors
Maryland
$237K +$586 +7 +0.3%
WA
1161
WP Advisors
California
$237K +$9.55K +114 +4%
MCG
1162
McCollum Christoferson Group
New York
$235K
CNC
1163
Citizens & Northern Corp
Pennsylvania
$234K -$27.6K -330 -11%
MA
1164
MCF Advisors
Kentucky
$234K +$16.8K +200 +8%
BCM
1165
BTR Capital Management
California
$233K
CCFP
1166
Charles Carroll Financial Partners
Massachusetts
$233K
ECM
1167
EagleClaw Capital Management
Massachusetts
$233K
AA
1168
Addison Advisors
Vermont
$233K +$503 +6 +0.2%
AIM
1169
Athena Investment Management
California
$233K +$10.1K +120 +5%
VA
1170
Valmark Advisers
Ohio
$232K +$14.5K +173 +7%
AUB
1171
Atlantic Union Bankshares
Virginia
$232K +$229K +2,731 New
MLL
1172
Moody Lynn & Lieberson
Massachusetts
$231K +$228K +2,728 New
HT
1173
Heritage Trust
Oklahoma
$230K
GFS
1174
GYL Financial Synergies
Connecticut
$229K +$226K +2,701 New
FWM
1175
Frontier Wealth Management
Missouri
$227K -$38.4K -459 -15%