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Name Holding Trade Value Shares
Change
Change in
Stake
NWS
1026
Newport Wealth Strategies
California
$599K +$568K +4,837 New
SC
1027
SRB Corp
Massachusetts
$598K -$68.8K -586 -11%
WSTAM
1028
Wilbanks Smith & Thomas Asset Management
Virginia
$598K +$547K +4,661 New
LNB
1029
Ledyard National Bank
$597K -$26.4K -225 -5%
FMLI
1030
Fukoku Mutual Life Insurance
Japan
$597K +$65.7K +560 +14%
GD
1031
Grandfield & Dodd
New York
$596K -$66.7K -568 -11%
CMA
1032
Cedar Mountain Advisors
Oregon
$592K +$542K +4,618 New
BOTW
1033
Bank of the West
California
$591K -$240K -2,042 -31%
QI
1034
Qtron Investments
Massachusetts
$590K +$222K +1,891 +70%
GC
1035
Grimes & Company
Massachusetts
$583K +$2.58K +22 +0.5%
SWM
1036
Sugarloaf Wealth Management
Georgia
$581K +$532K +4,529 New
BOS
1037
Bingham Osborn & Scarborough
California
$580K +$9.98K +85 +2%
ONST
1038
Old North State Trust
North Carolina
$579K -$6.46K -55 -1%
CCM
1039
Compton Capital Management
Rhode Island
$577K -$76.3K -650 -13%
LCM
1040
Logan Capital Management
Pennsylvania
$577K -$2.58K -22 -0.5%
SVWAG
1041
Sound View Wealth Advisors Group
Georgia
$576K -$65.4K -557 -11%
PAM
1042
Premier Asset Management
Illinois
$574K -$773K -6,585 -60%
BP
1043
Ballentine Partners
Massachusetts
$571K -$108K -918 -17%
BFIM
1044
Beese Fulmer Investment Management
Ohio
$571K +$34.6K +295 +7%
CA
1045
Cambridge Advisors
Nebraska
$568K -$2.7K -23 -0.5%
MWC
1046
MKD Wealth Coaches
Michigan
$564K
ACA
1047
Aptus Capital Advisors
Alabama
$562K +$37.3K +318 +8%
ECM
1048
Evergreen Capital Management
Washington
$562K +$164K +1,400 +47%
BFA
1049
Bragg Financial Advisors
North Carolina
$560K -$14.6K -124 -3%
SMFS
1050
Squar Milner Financial Services
California
$559K -$175K -1,492 -25%