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Name Holding Trade Value Shares
Change
Change in
Stake
OF
676
Outfitter Financial
Maine
$882K
WANY
677
Wealthspire Advisors (New York)
New York
$881K +$67.8K +485 +7%
EP
678
Eudaimonia Partners
Tennessee
$881K +$75.3K +538 +8%
JIC
679
Johnson Investment Counsel
Ohio
$878K +$87.4K +625 +10%
PTC
680
Private Trust Company
Ohio
$875K -$259K -1,854 -21%
SIAP
681
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$874K -$21K -150 -2%
RC
682
Roundview Capital
New Jersey
$870K
SW
683
SVB Wealth
Massachusetts
$867K +$71.1K +508 +8%
CBFP
684
Cedar Brook Financial Partners
Ohio
$866K +$203K +1,450 +27%
DBRC
685
D.B. Root & Company
Pennsylvania
$853K +$4.76K +34 +0.5%
BFM
686
Boston Financial Management
Massachusetts
$851K +$168K +1,203 +22%
RCIM
687
Red Cedar Investment Management
Michigan
$847K
PFC
688
Phocas Financial Corp
California
$846K
SMC
689
Smith, Moore & Co
Missouri
$845K +$44.8K +320 +5%
CFN
690
Cordasco Financial Network
Florida
$844K +$10.4K +74 +1%
SWM
691
SeaCrest Wealth Management
New York
$841K -$17.1K -122 -2%
BC
692
Burney Company
Virginia
$838K -$62.9K -450 -6%
SC
693
Scotia Capital
Ontario, Canada
$832K +$22.8K +163 +3%
DIP
694
DT Investment Partners
Pennsylvania
$821K +$19.9K +142 +2%
S
695
SignatureFD
Georgia
$817K -$112K -800 -11%
FWP
696
FAS Wealth Partners
Kansas
$812K +$151K +1,078 +20%
WA
697
Wealth Alliance
New York
$811K -$265K -1,897 -23%
CBT
698
CoreFirst Bank & Trust
Kansas
$807K -$66.6K -476 -7%
CIA
699
Capital Investment Advisors
Georgia
$805K -$2.38K -17 -0.3%
PRWA
700
Platte River Wealth Advisors
Colorado
$800K