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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
876
Pathstone Family Office
New Jersey
$515K -$73K -1,297 -12%
AWA
877
Arkadios Wealth Advisors
Georgia
$515K +$10.9K +193 +2%
CT
878
Chicago Trust
Illinois
$513K -$252K -4,487 -32%
ML
879
McAdam LLC
Pennsylvania
$509K +$112K +1,989 +27%
SAM
880
Sandbar Asset Management
United Kingdom
$508K +$164K +2,916 +46%
SFA
881
Souders Financial Advisors
Ohio
$508K +$38.1K +678 +8%
FNT
882
First Nebraska Trust
Nebraska
$507K +$6.19K +110 +1%
ATC
883
Adirondack Trust Company
New York
$506K +$59.6K +1,059 +13%
OWA
884
One Wealth Advisors
California
$506K +$293K +5,203 +129%
BTI
885
Blue Trust Inc
Georgia
$506K -$18.7K -332 -3%
CC
886
Courier Capital
New York
$506K -$60.5K -1,076 -10%
AWA
887
Amplius Wealth Advisors
Pennsylvania
$504K +$24.6K +438 +5%
KCM
888
Kanawha Capital Management
Virginia
$502K +$956 +17 +0.2%
SFB
889
STAR Financial Bank
Indiana
$501K -$10.1K -180 -2%
DWA
890
Douglass Winthrop Advisors
New York
$501K
WI
891
Wahed Invest
New York
$499K +$4.84K +86 +1%
ST
892
Smithfield Trust
Pennsylvania
$498K +$27.6K +491 +6%
SW
893
SlateStone Wealth
Florida
$492K +$202K +3,592 +67%
OIA
894
OneDigital Investment Advisors
Kansas
$492K +$51.5K +916 +11%
MW
895
Marcum Wealth
Ohio
$491K +$52.8K +938 +12%
KI
896
Kapitalo Investimentos
Brazil
$490K +$503K +8,935 New
MCM
897
Mill Capital Management
North Carolina
$479K
QCG
898
Quadrant Capital Group
Ohio
$478K +$58.2K +1,034 +13%
AIP
899
Ameritas Investment Partners
Nebraska
$478K -$3.71K -66 -0.8%
GD
900
Grandfield & Dodd
New York
$476K -$563 -10 -0.1%