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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1151
Northwest Capital Management
Oregon
$210K -$7.47K -131 -4%
Horizon Kinetics Asset Management
1152
Horizon Kinetics Asset Management
New York
$209K +$342 +6 +0.2%
MF
1153
Montis Financial
Massachusetts
$209K +$210K +3,685 New
WAM
1154
WNY Asset Management
New York
$208K -$5.7K -100 -3%
CAM
1155
Claret Asset Management
Quebec, Canada
$208K -$4.39K -77 -2%
BST
1156
Bath Savings Trust
Maine
$208K -$2.68K -47 -1%
SAM
1157
Secure Asset Management
Michigan
$208K +$285 +5 +0.1%
HC
1158
Hamilton Capital
Ohio
$207K +$208K +3,641 New
NAMP
1159
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$205K +$5.7K +100 +3%
AA
1160
Aire Advisors
California
$205K +$206K +3,616 New
GA
1161
GraniteShares Advisors
New York
$205K +$206K +3,621 New
RT
1162
Rockland Trust
Massachusetts
$204K – – –
WFA
1163
WMG Financial Advisors
Tennessee
$203K +$204K +3,572 New
Boston Trust Walden
1164
Boston Trust Walden
Massachusetts
$203K +$204K +3,577 New
RPWA
1165
Regent Peak Wealth Advisors
Georgia
$202K -$1.77K -31 -0.9%
ACP
1166
Ashfield Capital Partners
California
$201K -$110K -1,923 -35%
Vise Technologies
1167
Vise Technologies
New York
$201K +$202K +3,541 New
Jones Financial Companies
1168
Jones Financial Companies
Missouri
$196K +$6.21K +109 +3%
CSB
1169
City State Bank
Iowa
$196K +$197K +3,447 New
NSIM
1170
North Star Investment Management
Illinois
$195K +$57 +1 +0%
RTC
1171
Riverview Trust Company
Washington
$194K – – –
PFGIA
1172
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$58.3K +1,022 +43%
BAM
1173
Barrett Asset Management
New York
$188K +$1.2K +21 +0.6%
CA
1174
Cornerstone Advisory
Maryland
$185K +$186K +3,268 New
MI
1175
Markston International
New York
$184K -$513 -9 -0.3%