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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1626
Evermay Wealth Management
Virginia
$720K +$172K +6,287 +35%
BCM
1627
Bienville Capital Management
New York
$719K +$43.8K +1,605 +7%
FAM
1628
Formidable Asset Management
Ohio
$716K +$23K +844 +4%
FPFS
1629
First Personal Financial Services
North Carolina
$714K -$382 -14 -0.1%
CCA
1630
Cobblestone Capital Advisors
New York
$714K -$355 -13 -0.1%
AAMA
1631
Advanced Asset Management Advisors
Ohio
$714K +$664K +24,323 New
MIP
1632
Marietta Investment Partners
Wisconsin
$713K +$2.73K +100 +0.4%
OLA
1633
Oliver Luxxe Assets
New Jersey
$712K -$3.61M -132,363 -85%
BCM
1634
Boltwood Capital Management
California
$712K
KP
1635
Keel Point
Alabama
$712K +$12.3K +449 +2%
WCM
1636
Weik Capital Management
Pennsylvania
$711K -$15.9K -582 -2%
EHC
1637
Everett Harris & Co
California
$710K -$92.7K -3,394 -12%
HBT
1638
Hills Bank & Trust
Iowa
$710K -$75.2K -2,754 -10%
GG
1639
GenWealth Group
New Jersey
$710K +$2.32K +85 +0.3%
CBTWT
1640
Community Bank & Trust (Waco, Texas)
Texas
$708K +$31K +1,137 +5%
ITIM
1641
Indiana Trust & Investment Management
Indiana
$706K +$16K +585 +2%
BWM
1642
BigSur Wealth Management
Florida
$703K
B
1643
Brightworth
Georgia
$700K -$42.2K -1,546 -6%
SP
1644
Successful Portfolios
Florida
$697K +$648K +23,721 New
MC
1645
Marcus Capital
Illinois
$696K -$1.2M -43,923 -65%
HJGA
1646
Hardman Johnston Global Advisors
Connecticut
$692K
IWA
1647
Inspirion Wealth Advisors
Illinois
$691K +$1.67K +61 +0.3%
KLWA
1648
Kelly Lawrence W & Associates
California
$688K +$4.53K +166 +0.7%
RWP
1649
RWA Wealth Partners
Massachusetts
$684K -$111K -4,055 -15%
FUBT
1650
First United Bank & Trust
Maryland
$683K +$1.12K +41 +0.2%