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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1426
SlateStone Wealth
Florida
$813K +$112K +1,332 +17%
GLR
1427
Great Lakes Retirement
Ohio
$811K +$773K +9,230 New
BHTS
1428
Bar Harbor Trust Services
Maine
$809K +$780K +9,312 New
KA
1429
KLCM Advisors
Wisconsin
$808K -$52.7K -629 -6%
ACS
1430
Archford Capital Strategies
Illinois
$808K
LBC
1431
Lawrence B. Cohen
$808K +$134K +1,600 +21%
FANJ
1432
Financial Architects (New Jersey)
New Jersey
$804K -$96.7K -1,155 -11%
WANY
1433
Wealthspire Advisors (New York)
New York
$800K +$382K +4,556 +98%
FMTC
1434
Farmers & Merchants Trust Company
California
$798K
PCMC
1435
Paragon Capital Management (Colorado)
Colorado
$798K +$84 +1 +0%
1IA
1436
1834 Investment Advisors
Wisconsin
$796K +$46.3K +553 +6%
BRA
1437
Bender Robert & Associates
California
$792K -$4.61K -55 -0.6%
PCIA
1438
Prime Capital Investment Advisors
Kansas
$790K +$26.8K +320 +4%
SIA
1439
Starfire Investment Advisers
Michigan
$789K
LJAC
1440
L.J. Altfest & Co
New York
$783K +$3.52K +42 +0.5%
PWAP
1441
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$782K -$124K -1,483 -15%
MGIA
1442
Moneta Group Investment Advisors
Missouri
$782K -$80.8K -965 -10%
BIM
1443
Barton Investment Management
Pennsylvania
$781K
CCA
1444
Conestoga Capital Advisors
Pennsylvania
$781K
PAM
1445
Private Asset Management
California
$780K
GTAM
1446
Global Trust Asset Management
Florida
$779K -$65.8K -786 -8%
EIA
1447
Eldridge Investment Advisors
New Hampshire
$777K +$84 +1 +0%
WBC
1448
West Branch Capital
Massachusetts
$777K +$277K +3,311 +59%
BCM
1449
Becker Capital Management
Oregon
$774K -$2.93K -35 -0.4%
PFA
1450
Pathway Financial Advisors
Vermont
$774K +$50.3K +600 +7%