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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1701
Centaurus Financial
California
$621K +$372K +8,516 +144%
PFGIA
1702
Patriot Financial Group Insurance Agency
Massachusetts
$619K -$139K -3,172 -18%
MCM
1703
Maple Capital Management
Vermont
$619K +$16.9K +387 +3%
PCM
1704
Pointe Capital Management
Michigan
$618K -$46.8K -1,072 -7%
CPO
1705
Cerity Partners OCIO
New York
$614K -$38.1K -871 -5%
KTC
1706
Kistler-Tiffany Companies
Pennsylvania
$613K -$100K -2,300 -14%
FMW
1707
Farr Miller & Washington
District of Columbia
$613K
MCM
1708
Manchester Capital Management
Vermont
$612K +$434K +9,940 +232%
FA
1709
FCG Advisors
New Jersey
$611K -$59.6K -1,365 -9%
BCM
1710
Boltwood Capital Management
California
$609K -$52.4K -1,200 -8%
SP
1711
Sarasin & Partners
United Kingdom
$608K
MRCM
1712
M&R Capital Management
New Jersey
$602K -$12.9K -296 -2%
BEAM
1713
Baker Ellis Asset Management
Washington
$601K -$4.37K -100 -0.7%
SG
1714
StoneX Group
New York
$595K +$34.7K +794 +6%
VNA
1715
Valley National Advisers
Pennsylvania
$592K +$2.4K +55 +0.4%
GCAC
1716
Guardian Capital Advisors (Canada)
Ontario, Canada
$588K -$25.1K -575 -4%
SIA
1717
Starfire Investment Advisers
Michigan
$587K
WTFG
1718
Wells Trecaso Financial Group
Ohio
$586K +$15.2K +349 +3%
MFG
1719
Merit Financial Group
Georgia
$581K +$34.9K +799 +6%
RB
1720
Rodgers Brothers
Pennsylvania
$581K +$148K +3,379 +33%
KSA
1721
Ken Stern & Associates
California
$579K +$131 +3 +0%
CAW
1722
Cornerstone Advisors (Washington)
Washington
$577K +$13.2K +302 +2%
VFPI
1723
Vantage Financial Partners (Illinois)
Illinois
$571K +$43.7K +1,000 +8%
JIP
1724
Jaffetilchin Investment Partners
Florida
$570K +$155K +3,536 +36%
GEA
1725
Glen Eagle Advisors
New Jersey
$569K +$24.3K +555 +4%