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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
826
Carlson Capital Management
Minnesota
$604K +$548K +3,046 New
LNC
827
Lincoln National Corp
Pennsylvania
$603K +$78.2K +435 +17%
GDP
828
Great Diamond Partners
Maine
$601K -$180 -1 -0%
MAS
829
Meeder Advisory Services
Ohio
$599K +$51.6K +287 +11%
APWM
830
Argonautica Private Wealth Management
Massachusetts
$598K
FDCDDQ
831
Federation des caisses Desjardins du Quebec
Quebec, Canada
$590K -$4.14K -23 -0.8%
ADBIC
832
A.D. Beadell Investment Counsel
Wisconsin
$590K
CI Investments Inc
833
CI Investments Inc
Ontario, Canada
$588K -$32.9K -183 -6%
GWM
834
Geneos Wealth Management
Colorado
$587K -$31.5K -175 -6%
DWP
835
Daymark Wealth Partners
Ohio
$585K -$6.29K -35 -1%
SYBT
836
Stock Yards Bank & Trust
Kentucky
$579K -$29.7K -165 -5%
MWM
837
Meridian Wealth Management
Kentucky
$577K -$507K -2,821 -49%
SSB
838
Sandy Spring Bank
Maryland
$577K
CP
839
Canopy Partners
Ohio
$575K +$519K +2,888 New
EWS
840
Evergreen Wealth Solutions
Pennsylvania
$567K -$52.2K -290 -9%
PFSC
841
Peoples Financial Services Corp
Pennsylvania
$563K -$18K -100 -3%
MFA
842
Mayflower Financial Advisors
Massachusetts
$562K -$20K -111 -4%
SJIM
843
St. Johns Investment Management
Florida
$557K +$9.71K +54 +2%
BG
844
Bollard Group
Massachusetts
$557K +$1.62K +9 +0.3%
IAIM
845
International Assets Investment Management
Florida
$556K -$17.6K -98 -3%
OP
846
ORG Partners
Indiana
$556K -$15.5K -86 -3%
PHIC
847
Pine Haven Investment Counsel
Massachusetts
$555K +$14.2K +79 +3%
Voloridge Investment Management
848
Voloridge Investment Management
Florida
$555K +$503K +2,796 New
RIS
849
Retirement Income Solutions
Michigan
$546K
BAM
850
Belpointe Asset Management
Nevada
$544K +$16.5K +92 +3%