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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
876
Boston Financial Management
Massachusetts
$402K
APG
877
Abacus Planning Group
South Carolina
$401K +$128K +604 +53%
TFM
878
TFC Financial Management
Massachusetts
$395K -$1.27K -6 -0.3%
1SB
879
1ST Source Bank
Indiana
$395K -$425 -2 -0.1%
HIA
880
Harbor Investment Advisory
Maryland
$393K +$72.3K +340 +25%
PP
881
PDS Planning
Ohio
$392K +$6.38K +30 +2%
MC
882
Middleton & Co
Massachusetts
$389K
HCM
883
Howland Capital Management
Massachusetts
$388K -$3.4K -16 -0.9%
ACM
884
AlphaStar Capital Management
North Carolina
$388K +$130K +610 +62%
PNAA
885
Pictet North America Advisors
Switzerland
$385K
CAM
886
Campion Asset Management
Virginia
$385K +$52.1K +245 +17%
MGAM
887
McGowan Group Asset Management
Texas
$384K +$213 +1 +0.1%
FTC
888
Farmers Trust Company
Ohio
$383K
ECM
889
Evergreen Capital Management
Washington
$382K -$81.4K -383 -19%
HPM
890
Hudson Portfolio Management
New York
$382K
BAM
891
Barrett Asset Management
New York
$380K -$42.9K -202 -11%
BCWM
892
Bartlett & Co Wealth Management
Ohio
$379K +$71K +334 +25%
BC
893
Bartlett & Co
Ohio
$379K +$71K +334 +25%
PCM
894
Penserra Capital Management
California
$376K +$59.9K +282 +21%
RA
895
RFG Advisory
Alabama
$373K +$345K +1,625 New
CWM
896
Cornerstone Wealth Management
Missouri
$371K -$59.5K -280 -15%
IC
897
Inverness Counsel
New York
$369K -$165K -775 -33%
WAG
898
Winthrop Advisory Group
Massachusetts
$369K -$20K -94 -6%
ACP
899
Ashfield Capital Partners
California
$366K
KFS
900
Kurt F. Somerville
$366K