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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
951
Harbour Investment Management
Washington
$357K -$6.3K -50 -2%
FLPIM
952
F.L. Putnam Investment Management
Massachusetts
$355K -$1.49M -11,814 -81%
BFC
953
Blue Fin Capital
Rhode Island
$355K +$5.42K +43 +2%
ASN
954
Advisory Services Network
Georgia
$353K -$48.7K -387 -12%
LW
955
Linscomb Wealth
Texas
$352K +$29.6K +235 +9%
DAS
956
Dynamic Advisor Solutions
Arizona
$351K +$347K +2,757 New
BHBT
957
Burke & Herbert Bank & Trust
Virginia
$350K -$50.4K -400 -13%
WPC
958
White Pine Capital
Minnesota
$347K -$1.11M -8,800 -76%
CCM
959
Compton Capital Management
Rhode Island
$345K +$68K +540 +25%
SAMC
960
Shinko Asset Management Company
Japan
$343K -$12.6K -100 -4%
NSIM
961
North Star Investment Management
Illinois
$341K +$252 +2 +0.1%
BBNB
962
Baker Boyer National Bank
Washington
$338K
MIM
963
Marco Investment Management
Georgia
$338K
SAM
964
SignalPoint Asset Management
Missouri
$336K -$46.6K -370 -12%
RMDI
965
R.M. Davis Inc
Maine
$336K -$44.8K -356 -12%
BAM
966
Berkshire Asset Management
Pennsylvania
$335K -$88.2K -700 -21%
ACM
967
Alta Capital Management
Utah
$332K -$12.6K -100 -4%
MIAN
968
Mariner Independent Advisor Network
Kansas
$332K -$47K -373 -13%
LPC
969
Loeb Partners Corp
New York
$330K
YIA
970
YHB Investment Advisors
Connecticut
$326K -$16.9K -134 -5%
WCM
971
Windsor Capital Management
Arizona
$325K +$321K +2,548 New
PFS
972
Prospera Financial Services
Texas
$322K -$58.4K -464 -12%
PFO
973
Pathstone Family Office
New Jersey
$321K +$31.2K +248 +11%
LC
974
Lourd Capital
California
$319K +$316K +2,506 New
BP
975
Ballentine Partners
Massachusetts
$318K +$39K +310 +14%