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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
876
Aries Wealth Management
Maine
$727K +$27.1K +107 +4%
STA
877
Summit Trail Advisors
New York
$722K +$1.7M +6,734 +207%
CCG
878
Ceeto Capital Group
Florida
$722K – – –
MPI
879
Mairs & Power Inc
Minnesota
$718K -$129K -511 -15%
BDWM
880
Brewin Dolphin Wealth Management
Ireland
$717K – – –
EWM
881
Elite Wealth Management
Washington
$714K +$56.4K +223 +8%
AC
882
Arjuna Capital
North Carolina
$714K +$752K +2,974 New
SA
883
Strategic Advisors
New York
$711K +$83.2K +329 +12%
YIA
884
YHB Investment Advisors
Connecticut
$706K +$386K +1,525 +108%
CBU
885
CIBC Bank USA
Illinois
$705K -$161K -636 -18%
ZAM
886
Zevin Asset Management
Massachusetts
$700K -$2.78K -11 -0.4%
SIP
887
Stoneridge Investment Partners
Pennsylvania
$694K +$731K +2,890 New
LC
888
LCNB Corp
Ohio
$690K – – –
WB
889
Webster Bank
Connecticut
$690K – – –
LNC
890
Lincoln National Corp
Pennsylvania
$685K -$731K -2,893 -50%
CWM
891
Confluence Wealth Management
Oregon
$682K -$366K -1,447 -34%
AIM
892
Advantage Investment Management
Iowa
$680K -$6.32K -25 -0.9%
SRC
893
Shufro Rose & Co
New York
$680K +$716K +2,833 New
CPC
894
Cookson Peirce & Co
Pennsylvania
$676K +$200K +792 +39%
LP
895
LMR Partners
United Kingdom
$673K – – –
WA
896
Wasatch Advisors
Utah
$672K -$253K -1,000 -26%
PPCM
897
Pillar Pacific Capital Management
California
$671K +$19K +75 +3%
ZCI
898
Zevenbergen Capital Investments
Washington
$670K -$22.8K -90 -3%
TH
899
TCTC Holdings
Texas
$669K – – –
BFS
900
Bradley Foster & Sargent
Connecticut
$669K +$381K +1,507 +118%
34 35
36
37 38