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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1526
Balboa Wealth Partners
Arizona
$758K -$78.8K -2,332 -9%
EA
1527
Emerald Advisors
Washington
$758K +$170K +5,024 +27%
MWM
1528
Massachusetts Wealth Management
Massachusetts
$757K +$130K +3,855 +20%
LCWP
1529
Legacy Capital Wealth Partners
Arkansas
$754K +$786K +23,275 New
ASBI
1530
American State Bank (Iowa)
Iowa
$754K +$47.5K +1,407 +6%
MFC
1531
Mechanics Financial Corp
Ohio
$753K -$71K -2,100 -8%
DA
1532
Denali Advisors
California
$752K +$94.6K +2,800 +14%
TC
1533
Trust Company
Kansas
$751K +$196K +5,790 +33%
BCM
1534
Birmingham Capital Management
Alabama
$751K -$54.8K -1,623 -7%
CGL
1535
Clarius Group LLC
Washington
$750K -$266K -7,872 -25%
AFG
1536
Albion Financial Group
Utah
$750K -$1.24M -36,653 -61%
BPCE
1537
Bank Pictet & Cie (Europe)
Germany
$749K – – –
GCM
1538
GoodHaven Capital Management
New Jersey
$747K – – –
ST
1539
Spinnaker Trust
Maine
$746K +$89.9K +2,662 +13%
V
1540
VeraBank
Texas
$746K -$31.4K -930 -4%
BHBT
1541
Burke & Herbert Bank & Trust
Virginia
$744K -$116K -3,425 -13%
CPA
1542
Court Place Advisors
Maryland
$743K -$87.5K -2,591 -10%
YIA
1543
YHB Investment Advisors
Connecticut
$742K +$319K +9,441 +80%
LA
1544
Legacy Advisors
Pennsylvania
$741K +$267K +7,904 +53%
VNA
1545
Valley National Advisers
Pennsylvania
$741K +$31.9K +943 +4%
MIM
1546
MTM Investment Management
South Carolina
$740K +$31.3K +925 +4%
KFGK
1547
Keystone Financial Group (Kentucky)
Kentucky
$739K +$38.3K +1,134 +5%
WAS
1548
Winch Advisory Services
Wisconsin
$739K +$80.2K +2,373 +12%
NFSG
1549
Newbridge Financial Services Group
Florida
$738K +$72.4K +2,144 +10%
DLA
1550
Douglas Lane & Associates
New York
$737K -$165K -4,876 -18%