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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2626
Alhambra Investment Management
Florida
$243K -$7.74K -165 -3%
VWA
2627
VERITY Wealth Advisors
United States
$242K – – –
RGC
2628
Roberts, Glore & Co
Illinois
$242K -$844 -18 -0.3%
FC
2629
Financial Consulate
Maryland
$242K -$19.2K -410 -7%
SPI
2630
Santori & Peters Inc
Pennsylvania
$241K +$563 +12 +0.2%
SFP
2631
Shepherd Financial Partners
Massachusetts
$241K -$17.5K -373 -6%
KBG
2632
Kahn Brothers Group
New York
$241K – – –
ABLA
2633
Alan B. Lancz & Associates
Ohio
$241K – – –
CCG
2634
Chatham Capital Group
Georgia
$240K -$79.8K -1,701 -23%
USB
2635
Union Savings Bank
Connecticut
$240K – – –
FZCM
2636
Flynn Zito Capital Management
New York
$239K +$3.61K +77 +1%
NA
2637
Nottingham Advisors
New York
$239K – – –
BF
2638
Blankinship & Foster
California
$239K – – –
BWS
2639
Broadway Wealth Solutions
Texas
$239K -$21.6K -461 -8%
LT
2640
Legacy Trust
Michigan
$239K -$36.1K -770 -12%
FA
2641
FDx Advisors
Illinois
$238K -$25.9K -552 -9%
SPC
2642
Spirepoint Private Client
Florida
$238K -$48.7K -1,039 -16%
E
2643
Evansbrook
Illinois
$238K – – –
TFIPS
2644
Towarzystwo Funduszy Inwestycyjnych PZU SA
$238K +$55.1K +1,175 +26%
RWM
2645
RKL Wealth Management
Pennsylvania
$237K +$12.7K +271 +5%
CFSG
2646
Community Financial Services Group
Vermont
$237K -$1.03K -22 -0.4%
FBB
2647
Fulton Breakefield Broenniman
Maryland
$237K -$13.3K -283 -5%
HI
2648
Hendershot Investments
Virginia
$237K +$262K +5,593 New
WIA
2649
Wetzel Investment Advisors
Indiana
$237K -$73.4K -1,564 -22%
MFG
2650
Magnus Financial Group
New York
$236K -$1.5K -32 -0.6%