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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1001
Kovack Advisors
Florida
$417K +$27.2K +295 +7%
ECM
1002
Elgethun Capital Management
South Dakota
$417K – – –
RWM
1003
Ritholtz Wealth Management
New York
$417K -$2.67K -29 -0.7%
PWPS
1004
Pinnacle Wealth Planning Services
Ohio
$414K -$92.7K -1,006 -19%
OA
1005
Oxbow Advisors
Texas
$414K +$390K +4,232 New
TPA
1006
Trivium Point Advisory
Connecticut
$413K -$18.8K -204 -5%
WF
1007
Welch & Forbes
Massachusetts
$412K -$184K -2,000 -32%
BWP
1008
Balboa Wealth Partners
Arizona
$409K +$15.8K +171 +4%
3IP
1009
3Chopt Investment Partners
Virginia
$409K -$140K -1,523 -27%
SWP
1010
Strategic Wealth Partners
Ohio
$407K -$775K -8,413 -67%
WSFS
1011
Wilmington Savings Fund Society
Delaware
$407K -$155K -1,683 -29%
CVM
1012
Cheviot Value Management
California
$406K -$13.1K -142 -3%
BHBT
1013
Burke & Herbert Bank & Trust
Virginia
$404K +$142K +1,536 +59%
TC
1014
Truvestments Capital
Florida
$404K -$14.1K -153 -4%
SFS
1015
Sharp Financial Services
Pennsylvania
$401K +$82.9K +900 +28%
PIM
1016
Penobscot Investment Management
Massachusetts
$400K -$29.8K -323 -7%
NICM
1017
Neo Ivy Capital Management
New York
$400K +$377K +4,087 New
DWM
1018
Dakota Wealth Management
Florida
$399K +$170K +1,843 +82%
AIM
1019
Alhambra Investment Management
Florida
$399K -$12K -130 -3%
HNB
1020
Hilltop National Bank
Wyoming
$397K – – –
PL
1021
Perpetual Ltd
Australia
$397K +$48.4K +525 +15%
CD
1022
Chapin Davis
Maryland
$396K -$296K -3,207 -44%
CNBT
1023
Canandaigua National Bank & Trust
New York
$395K -$116K -1,256 -24%
LWA
1024
Lifelong Wealth Advisors
Minnesota
$394K -$67.1K -728 -15%
FSA
1025
Franklin Street Advisors
North Carolina
$394K -$39.9K -433 -10%
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