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Name Holding Trade Value Shares
Change
Change in
Stake
CNC
1451
Canandaigua National Corp
New York
$11.3M -$68K -440 -0.6%
HVIA
1452
Hudson Valley Investment Advisors
New York
$11.3M -$55.6K -360 -0.5%
SIM
1453
Sentry Investment Management
Wisconsin
$11.3M -$2.76M -17,840 -20%
EIM
1454
Essex Investment Management
Massachusetts
$11.3M -$6.79M -43,920 -39%
FFA
1455
Fragasso Financial Advisors
Pennsylvania
$11.3M +$732K +4,740 +7%
MWA
1456
Moser Wealth Advisors
Washington
$11.2M +$566K +3,660 +6%
PCM
1457
Patient Capital Management
Maryland
$11.2M +$6.91M +44,700 +186%
CAM
1458
Cypress Asset Management
Texas
$11.2M -$1.76M -11,400 -14%
HT
1459
Heritage Trust
Oklahoma
$11.2M +$244K +1,580 +2%
HNW
1460
High Note Wealth
Minnesota
$11.2M +$1.33M +8,580 +14%
ACM
1461
Alcosta Capital Management
California
$11.2M -$244K -1,580 -2%
ACM
1462
Avalon Capital Management
California
$11.2M +$185K +1,200 +1%
BWM
1463
BNC Wealth Management
Oregon
$11.1M +$377K +2,440 +4%
MSFS
1464
Main Street Financial Solutions
Pennsylvania
$11.1M +$247K +1,600 +2%
KF
1465
Krilogy Financial
Missouri
$11.1M +$92.7K +600 +0.9%
NSIM
1466
North Star Investment Management
Illinois
$11.1M +$674K +4,360 +7%
GSWM
1467
Golden State Wealth Management
California
$11.1M -$340K -2,200 -3%
1C
1468
1623 Capital
Virginia
$11.1M
MCM
1469
Manchester Capital Management
Vermont
$11.1M -$12.4K -80 -0.1%
AAM
1470
AO Asset Management
New York
$11.1M -$9.03M -58,460 -46%
LCM
1471
Liberty Capital Management
Michigan
$11.1M -$30.9K -200 -0.3%
DCM
1472
Decatur Capital Management
Georgia
$11.1M +$1.04M +6,740 +11%
HIM
1473
Hotaling Investment Management
Pennsylvania
$11M +$130K +840 +1%
AIM
1474
Arcadia Investment Management
Michigan
$11M -$652K -4,220 -6%
PJSIMP
1475
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11M +$343K +2,220 +3%