Name Holding Trade Value Shares
Change
Change in
Stake
TW
626
TrinityPoint Wealth
Connecticut
$869K +$92K +1,814 +10%
SHFA
627
SS&H Financial Advisors
Michigan
$866K +$418K +8,250 +72%
ICA
628
Infrastructure Capital Advisors
New York
$865K +$150K +2,952 +18%
TPCW
629
TD Private Client Wealth
New York
$864K -$9.38K -185 -0.9%
GRQ
630
Gardner Russo & Quinn
Pennsylvania
$862K +$14.2K +280 +1%
MAM
631
Mastrapasqua Asset Management
Tennessee
$862K +$113K +2,221 +13%
CT
632
Chicago Trust
Illinois
$862K +$218K +4,306 +28%
FAM
633
Fred Alger Management
New York
$860K +$155K +3,065 +19%
CS
634
Comerica Securities
Michigan
$860K +$199K +3,923 +25%
EWM
635
Empirical Wealth Management
Washington
$860K +$355K +7,007 +56%
DAM
636
Doheny Asset Management
California
$857K +$989K +19,513 New
HPC
637
HM Payson & Co
Maine
$854K +$10.1K +200 +1%
HFBOT
638
Home Federal Bank of Tennessee
Tennessee
$853K +$761 +15 +0.1%
GWM
639
Geneos Wealth Management
Colorado
$852K -$944K -18,615 -49%
CQS
640
Credential Qtrade Securities
$852K +$53.2K +1,050 +6%
ACA
641
Anchor Capital Advisors
Massachusetts
$848K -$901K -17,767 -48%
BHWM
642
Bar Harbor Wealth Management
New Hampshire
$846K -$8.26K -163 -0.8%
KLCM
643
KG&L Capital Management
Louisiana
$846K +$422K +8,319 +76%
ECM
644
Everence Capital Management
Indiana
$845K – – –
BFA
645
Benedict Financial Advisors
Georgia
$843K +$5.78K +114 +0.6%
LCM
646
Logan Capital Management
Pennsylvania
$842K – – –
SXL
647
Summit X LLC
Missouri
$841K -$13.4K -264 -1%
ANTB
648
AMG National Trust Bank
Colorado
$840K +$243K +4,802 +34%
CIP
649
Convergence Investment Partners
Florida
$827K -$7.25K -143 -0.8%
AWE
650
Avidian Wealth Enterprises
Texas
$826K +$438K +8,643 +85%