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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1301
Heritage Wealth Advisors
Virginia
$366K -$2.52K -17 -0.6%
TL
1302
Tradewinds LLC
North Carolina
$364K -$11.6K -78 -3%
GDP
1303
Great Diamond Partners
Maine
$364K -$71.1K -479 -15%
SWM
1304
Stockman Wealth Management
Montana
$364K -$17.7K -119 -4%
TFS
1305
Thoroughbred Financial Services
Tennessee
$362K -$241K -1,621 -37%
SMC
1306
Smith, Moore & Co
Missouri
$361K +$16.9K +114 +4%
NICM
1307
Neo Ivy Capital Management
New York
$359K +$404K +2,721 New
BCM
1308
Buckhead Capital Management
Georgia
$358K -$143K -964 -26%
VAS
1309
Valicenti Advisory Services
New York
$356K -$1.63K -11 -0.4%
MIA
1310
MMBG Investment Advisors
Florida
$356K +$77.2K +520 +24%
PGIM
1311
Pacific Global Investment Management
California
$356K -$21.2K -143 -5%
CYG
1312
Clean Yield Group
Vermont
$354K
WMA
1313
West Michigan Advisors
Michigan
$354K -$128K -862 -24%
IF
1314
Intrua Financial
Texas
$354K -$22.7K -153 -5%
DA
1315
Dillon & Associates
Michigan
$353K
DG
1316
DMC Group
Alabama
$352K -$49.3K -332 -11%
GWP
1317
Gateway Wealth Partners
Wisconsin
$351K +$23.9K +161 +6%
CMI
1318
Clare Market Investments
Texas
$348K +$159K +1,072 +69%
FM
1319
Family Management
New York
$347K +$391K +2,633 New
SSB
1320
Sandy Spring Bank
Maryland
$347K -$146K -985 -27%
WHCI
1321
W.H. Cornerstone Investments
Massachusetts
$346K -$7.72K -52 -2%
JMFC
1322
J.M. Forbes & Co
Massachusetts
$346K
AC
1323
Avory & Company
Florida
$344K +$161K +1,085 +71%
SFG
1324
Summit Financial Group
West Virginia
$343K
Members Trust
1325
Members Trust
Florida
$341K +$384K +2,586 New