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Name Holding Trade Value Shares
Change
Change in
Stake
MC
801
Martin Currie
United Kingdom
$512K +$42.9K +236 +8%
APWM
802
Argonautica Private Wealth Management
Massachusetts
$511K +$48.6K +267 +10%
TAM
803
Tocqueville Asset Management
New York
$511K
FDCDDQ
804
Federation des caisses Desjardins du Quebec
Quebec, Canada
$508K -$25.5K -140 -4%
DWP
805
Daymark Wealth Partners
Ohio
$506K -$18.6K -102 -3%
PCA
806
Peddock Capital Advisors
Massachusetts
$505K +$182 +1 +0%
ADBIC
807
A.D. Beadell Investment Counsel
Wisconsin
$503K
BA
808
Bellwether Advisors
Nebraska
$501K +$538K +2,958 New
MFA
809
Mayflower Financial Advisors
Massachusetts
$499K +$13.6K +75 +3%
PFSC
810
Peoples Financial Services Corp
Pennsylvania
$498K -$167K -919 -24%
AAS
811
Avantax Advisory Services
Texas
$498K +$4K +22 +0.8%
SSB
812
Sandy Spring Bank
Maryland
$493K
OP
813
ORG Partners
Indiana
$489K +$19.6K +108 +4%
IAIM
814
International Assets Investment Management
Florida
$487K -$3.82K -21 -0.7%
I
815
InceptionR
California
$479K +$514K +2,825 New
BG
816
Bollard Group
Massachusetts
$474K -$3.09K -17 -0.6%
CFSG
817
Community Financial Services Group
Vermont
$468K +$502K +2,761 New
SJIM
818
St. Johns Investment Management
Florida
$467K -$4.55K -25 -0.9%
RIS
819
Retirement Income Solutions
Michigan
$466K -$9.09K -50 -2%
ZIC
820
ZWJ Investment Counsel
Georgia
$463K -$45.5K -250 -8%
MCWS
821
McKinley Carter Wealth Services
West Virginia
$463K -$1.12M -6,179 -69%
MAS
822
Meeder Advisory Services
Ohio
$463K -$150K -826 -23%
USB
823
Union Savings Bank
Connecticut
$462K
AAM
824
Advisors Asset Management
Colorado
$461K +$25.6K +141 +5%
PHIC
825
Pine Haven Investment Counsel
Massachusetts
$460K +$68.2K +375 +16%