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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1051
Arrow Financial
New York
$1.05M -$466K -1,681 -28%
GWMR
1052
GC Wealth Management RIA
Massachusetts
$1.04M -$194K -702 -14%
SCP
1053
Sivia Capital Partners
California
$1.04M +$69.3K +250 +6%
BHC
1054
Bull Harbor Capital
Maryland
$1.04M +$1.19M +4,286 New
CA
1055
Cache Advisors
California
$1.04M – – –
BCM
1056
Barden Capital Management
Texas
$1.04M +$34.1K +123 +3%
FSAG
1057
Financial Solutions Advisory Group
Illinois
$1.04M +$1.18M +4,259 New
FG
1058
Fiduciary Group
Georgia
$1.04M -$60.1K -217 -5%
IB
1059
Intrust Bank
Kansas
$1.03M -$80.6K -291 -6%
Kingsview Wealth Management
1060
Kingsview Wealth Management
Oregon
$1.02M -$616K -2,222 -35%
PP
1061
PDS Planning
Ohio
$1.02M -$48.8K -176 -4%
PPWP
1062
Premier Path Wealth Partners
New Jersey
$1.02M +$45.2K +163 +4%
BIM
1063
Baldwin Investment Management
Pennsylvania
$1.01M -$334K -1,205 -22%
Procyon Advisors
1064
Procyon Advisors
Connecticut
$1.01M -$607K -2,192 -35%
TRIA
1065
Trail Ridge Investment Advisors
Colorado
$998K -$16.1K -58 -1%
Arax Advisory Partners
1066
Arax Advisory Partners
Colorado
$997K -$341K -1,232 -23%
AFC
1067
AFT Forsyth & Company
Florida
$991K -$90K -325 -7%
ESB
1068
Essex Savings Bank
Connecticut
$991K -$114K -411 -9%
AlphaCore Capital
1069
AlphaCore Capital
California
$987K -$250K -902 -18%
Meridian Wealth Management
1070
Meridian Wealth Management
Kentucky
$987K -$25.2K -91 -2%
CNC
1071
Citizens & Northern Corp
Pennsylvania
$987K +$60.7K +219 +6%
SFP
1072
Shepherd Financial Partners
Massachusetts
$985K -$111K -399 -9%
IIM
1073
Invariant Investment Management
Pennsylvania
$984K +$440K +1,587 +59%
SW
1074
SVB Wealth
Massachusetts
$982K -$620K -2,237 -36%
PI
1075
PFG Investments
New York
$977K -$18K -65 -2%