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Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
2151
Traverso Chambers Private Wealth Management
California
$682K
OFG
2152
Omega Financial Group
California
$680K +$399 +2 +0.1%
BHBT
2153
Burke & Herbert Bank & Trust
Virginia
$680K +$339K +1,698 +100%
GWS
2154
Glassman Wealth Services
Virginia
$679K +$74.1K +371 +12%
SHWM
2155
Smith & Howard Wealth Management
Georgia
$678K
PCM
2156
Pointe Capital Management
Michigan
$677K +$75.7K +379 +13%
KFGK
2157
Keystone Financial Group (Kentucky)
Kentucky
$676K +$74.5K +373 +12%
PCWA
2158
Pacific Capital Wealth Advisors
California
$675K
ACA
2159
Ackerman Capital Advisors
Texas
$673K
MPPLM
2160
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$672K +$95.1K +476 +16%
ATC
2161
Adirondack Trust Company
New York
$669K +$6.99K +35 +1%
HTHT
2162
Hemenway Trust Hemenway Trust
New Hampshire
$668K +$63.1K +316 +10%
CRCM
2163
Corbett Road Capital Management
Virginia
$667K +$24K +120 +4%
SAM
2164
SignalPoint Asset Management
Missouri
$665K -$124K -620 -16%
AFA
2165
Arlington Financial Advisors
California
$660K -$147K -735 -18%
PMA
2166
Prudent Man Advisors
Illinois
$660K +$33.8K +169 +5%
ME
2167
McIlrath & Eck
Washington
$659K +$15K +75 +2%
SAS
2168
Stelac Advisory Services
New York
$659K +$194K +971 +42%
SFG
2169
SNS Financial Group
Minnesota
$657K -$125K -626 -16%
PFA
2170
Professional Financial Advisors
Nebraska
$656K -$225K -1,126 -24%
CAG
2171
Csenge Advisory Group
Florida
$653K -$1.12M -5,632 -63%
OPA
2172
Old Port Advisors
Maine
$653K +$22.4K +112 +4%
Financial Engines Advisors
2173
Financial Engines Advisors
California
$653K +$203K +1,015 +45%
PA
2174
Probity Advisors
Texas
$652K +$44.9K +225 +7%
CANY
2175
Caxton Associates (New York)
New York
$651K +$433K +2,166 +199%