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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
876
FMA Advisory
Pennsylvania
$740K +$7.08K +28 +0.9%
SNT
877
Security National Trust
West Virginia
$738K +$19K +75 +3%
AWM
878
Aries Wealth Management
Maine
$727K +$27.1K +107 +4%
STA
879
Summit Trail Advisors
New York
$722K +$1.7M +6,734 +207%
CCG
880
Ceeto Capital Group
Florida
$722K – – –
MPI
881
Mairs & Power Inc
Minnesota
$718K -$129K -511 -15%
BDWM
882
Brewin Dolphin Wealth Management
Ireland
$717K – – –
EWM
883
Elite Wealth Management
Washington
$714K +$56.4K +223 +8%
AC
884
Arjuna Capital
North Carolina
$714K +$752K +2,974 New
SA
885
Strategic Advisors
New York
$711K +$83.2K +329 +12%
YIA
886
YHB Investment Advisors
Connecticut
$706K +$386K +1,525 +108%
CBU
887
CIBC Bank USA
Illinois
$705K -$161K -636 -18%
ZAM
888
Zevin Asset Management
Massachusetts
$700K -$2.78K -11 -0.4%
SIP
889
Stoneridge Investment Partners
Pennsylvania
$694K +$731K +2,890 New
LC
890
LCNB Corp
Ohio
$690K – – –
WB
891
Webster Bank
Connecticut
$690K – – –
LNC
892
Lincoln National Corp
Pennsylvania
$685K -$731K -2,893 -50%
AFNAS
893
American Financial Network Advisory Services
California
$683K -$81.9K -324 -79%
CWM
894
Confluence Wealth Management
Oregon
$682K -$366K -1,447 -34%
AIM
895
Advantage Investment Management
Iowa
$680K -$6.32K -25 -0.9%
SRC
896
Shufro Rose & Co
New York
$680K +$716K +2,833 New
HA
897
Hamel Associates
New Jersey
$678K +$195K +770 +38%
CPC
898
Cookson Peirce & Co
Pennsylvania
$676K +$200K +792 +39%
LP
899
LMR Partners
United Kingdom
$673K – – –
WA
900
Wasatch Advisors
Utah
$672K -$253K -1,000 -26%
34 35
36
37 38