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Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
1151
Horizon Kinetics Asset Management
New York
$209K +$342 +6 +0.2%
MF
1152
Montis Financial
Massachusetts
$209K +$210K +3,685 New
WAM
1153
WNY Asset Management
New York
$208K -$5.7K -100 -3%
CAM
1154
Claret Asset Management
Quebec, Canada
$208K -$4.39K -77 -2%
BST
1155
Bath Savings Trust
Maine
$208K -$2.68K -47 -1%
SAM
1156
Secure Asset Management
Michigan
$208K +$285 +5 +0.1%
HC
1157
Hamilton Capital
Ohio
$207K +$208K +3,641 New
NAMP
1158
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$205K +$5.7K +100 +3%
AA
1159
Aire Advisors
California
$205K +$206K +3,616 New
GA
1160
GraniteShares Advisors
New York
$205K +$206K +3,621 New
RT
1161
Rockland Trust
Massachusetts
$204K
WFA
1162
WMG Financial Advisors
Tennessee
$203K +$204K +3,572 New
BTW
1163
Boston Trust Walden
Massachusetts
$203K +$204K +3,577 New
RPWA
1164
Regent Peak Wealth Advisors
Georgia
$202K -$1.77K -31 -0.9%
ACP
1165
Ashfield Capital Partners
California
$201K -$110K -1,923 -35%
VT
1166
Vise Technologies
New York
$201K +$202K +3,541 New
Jones Financial Companies
1167
Jones Financial Companies
Missouri
$196K +$6.21K +109 +3%
CSB
1168
City State Bank
Iowa
$196K +$197K +3,447 New
NSIM
1169
North Star Investment Management
Illinois
$195K +$57 +1 +0%
RTC
1170
Riverview Trust Company
Washington
$194K
PFGIA
1171
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$58.3K +1,022 +43%
BAM
1172
Barrett Asset Management
New York
$188K +$1.2K +21 +0.6%
CA
1173
Cornerstone Advisory
Maryland
$185K +$186K +3,268 New
MI
1174
Markston International
New York
$184K -$513 -9 -0.3%
FF
1175
FourThought Financial
Florida
$182K -$9.86K -173 -5%