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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
676
Carret Asset Management
New York
$1.58M +$34.6K +225 +3%
IAS
677
IMA Advisory Services
Colorado
$1.58M -$321K -2,091 -20%
FA
678
Fagan Associates
New York
$1.57M +$2.31K +15 +0.2%
WOSD
679
WFA of San Diego
California
$1.57M +$845K +5,496 New
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$1.56M +$32.3K +210 +3%
MFG
681
Monte Financial Group
Connecticut
$1.56M -$328K -2,137 -20%
AWM
682
Avitas Wealth Management
California
$1.55M +$74.7K +486 +6%
WSFS
683
Wilmington Savings Fund Society
Delaware
$1.55M -$24.6K -160 -2%
CNC
684
Canandaigua National Corp
New York
$1.55M +$1.3M +8,433 New
QPWM
685
Quadrant Private Wealth Management
Pennsylvania
$1.54M +$682K +4,435 +112%
JIC
686
Johnson Investment Counsel
Ohio
$1.54M -$178K -1,160 -12%
KOCAA
687
Knights of Columbus Asset Advisors
Connecticut
$1.53M -$875K -5,692 -41%
Federated Hermes
688
Federated Hermes
Pennsylvania
$1.52M +$362K +2,354 +39%
HIA
689
Harbor Investment Advisory
Maryland
$1.52M -$302K -1,965 -19%
BFM
690
Boston Financial Management
Massachusetts
$1.52M +$98.7K +642 +8%
PFSC
691
Peoples Financial Services Corp
Pennsylvania
$1.52M -$3.84K -25 -0.3%
APWA
692
Atlas Private Wealth Advisors
New Jersey
$1.52M +$1.27M +8,289 New
SCM
693
Stonebridge Capital Management
California
$1.51M -$61.5K -400 -5%
SWIG
694
Strategic Wealth Investment Group
Kentucky
$1.5M +$1.26M +8,204 New
MAFM
695
Mid Atlantic Financial Management
Pennsylvania
$1.5M +$125K +811 +11%
BCP
696
Blackhawk Capital Partners
Wisconsin
$1.5M +$1.54M +10,035 New
ACS
697
Archford Capital Strategies
Illinois
$1.49M -$12.3K -80 -1%
CCG
698
Ceeto Capital Group
Florida
$1.49M +$161K +1,050 +15%
MTIM
699
Marathon Trading Investment Management
Pennsylvania
$1.48M -$419K -2,726 -25%
UR
700
USCA RIA
Texas
$1.48M -$101K -658 -8%