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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
701
Private Trust Company
Ohio
$425K +$53.4K +582 +12%
FIM
702
Frontier Investment Management
Texas
$421K -$152K -1,656 -23%
CG
703
Caprock Group
Idaho
$421K -$89.5K -976 -15%
EM
704
Excalibur Management
Massachusetts
$420K -$4.4K -48 -0.9%
GIA
705
Guyasuta Investment Advisors
Pennsylvania
$418K -$22.8M -248,984 -98%
EWM
706
Empirical Wealth Management
Washington
$418K +$233K +2,544 +90%
ZF
707
Zhang Financial
Michigan
$417K -$23.4K -255 -5%
MBT
708
Montecito Bank & Trust
California
$417K -$3.21K -35 -0.6%
MS
709
Maven Securities
Jersey
$415K +$490K +5,348 New
KFA
710
Krane Funds Advisors
New York
$410K -$41.5K -453 -8%
AWM
711
Altium Wealth Management
New York
$409K -$33.6K -367 -7%
FNBT
712
FineMark National Bank & Trust
Florida
$406K -$4.58K -50 -0.9%
BRWA
713
B. Riley Wealth Advisors
Florida
$405K +$249K +2,721 +110%
SIC
714
Samalin Investment Counsel
New York
$401K -$128K -1,392 -21%
SC
715
SRB Corp
Massachusetts
$399K -$62.1K -677 -12%
CCA
716
Cobblestone Capital Advisors
New York
$398K -$54.5K -595 -10%
AAS
717
Avantax Advisory Services
Texas
$394K -$329K -3,591 -42%
EH
718
Employers Holdings
Nevada
$393K -$53.6K -585 -10%
DIM
719
DC Investments Management
Virginia
$393K +$464K +5,056 New
BS
720
Boenning & Scattergood
Pennsylvania
$392K -$57.2K -624 -11%
SDWMA
721
Schneider Downs Wealth Management Advisors
Pennsylvania
$391K +$109K +1,185 +31%
PFBT
722
Parkside Financial Bank & Trust
Missouri
$391K +$164K +1,791 +55%
FP
723
Foundry Partners
Minnesota
$390K -$7.24M -78,959 -94%
BSW
724
Buckingham Strategic Wealth
Missouri
$390K +$19.4K +212 +4%
CH
725
Canton Hathaway
Rhode Island
$388K