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Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
626
Point View Wealth Management
New Jersey
$243K +$99 +2 +0%
NB
627
NBT Bank
New York
$243K +$31K +629 +15%
SFA
628
Sequoia Financial Advisors
Ohio
$242K -$73.7K -1,494 -24%
KP
629
Keel Point
Alabama
$241K +$987 +20 +0.4%
Bessemer Group
630
Bessemer Group
New Jersey
$239K -$94.4K -1,913 -29%
SFSG
631
Stearns Financial Services Group
North Carolina
$238K +$2.66K +54 +1%
CWP
632
Capital Wealth Planning
Florida
$236K
SCA
633
Sippican Capital Advisors
Massachusetts
$236K +$19.3K +392 +9%
HCP
634
Holt Capital Partners
Texas
$232K
FB
635
Fulton Bank
Pennsylvania
$232K +$18.5K +375 +9%
CAM
636
Columbia Asset Management
Michigan
$228K
CAM
637
Concorde Asset Management
Michigan
$227K +$216K +4,387 New
RIL
638
Rothschild Investment LLC
Illinois
$226K +$5.58K +113 +3%
LW
639
Linscomb Wealth
Texas
$226K +$15.6K +317 +8%
TH
640
Timber Hill
Connecticut
$225K +$215K +4,354 New
RCM
641
RNC Capital Management
California
$224K -$341K -6,905 -61%
GAAM
642
Guinness Atkinson Asset Management
California
$224K
MCM
643
MAI Capital Management
Ohio
$223K
KFP
644
Keystone Financial Planning
Ohio
$222K +$211K +4,281 New
SC
645
SouthState Corp
Florida
$221K -$169K -3,423 -44%
DAM
646
Doheny Asset Management
California
$220K
HHC
647
Hutchin Hill Capital
New York
$220K +$210K +4,248 New
ONB
648
Old National Bancorp
Indiana
$218K -$201K -4,078 -49%
LC
649
LCNB Corp
Ohio
$217K -$4.19K -85 -2%
CIAN
650
Capstone Investment Advisors (Netherlands)
New York
$217K