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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
801
EP Wealth Advisors
California
$720K +$498K +10,117 +278%
PFO
802
Pathstone Family Office
New Jersey
$717K +$61.4K +1,247 +10%
AUB
803
Atlantic Union Bankshares
Virginia
$715K +$672K +13,660 New
CRIG
804
Charter Research & Investment Group
Connecticut
$713K -$56.8K -1,154 -8%
TF
805
TimeScale Financial
Massachusetts
$713K +$34K +691 +5%
FSA
806
Franklin Street Advisors
North Carolina
$709K -$19.9K -405 -3%
CCMD
807
Cypress Capital Management (Delaware)
Delaware
$707K -$274K -5,558 -29%
FB
808
Fulton Bank
Pennsylvania
$707K -$15.4K -313 -2%
PCM
809
Palouse Capital Management
Washington
$704K -$2.02K -41 -0.3%
BFO
810
Boston Family Office
Massachusetts
$702K -$5.96K -121 -0.9%
SCM
811
Stonehearth Capital Management
Massachusetts
$700K -$127K -2,586 -16%
CRC
812
Curi RMB Capital
Illinois
$700K -$66K -1,341 -9%
OIA
813
OneDigital Investment Advisors
Kansas
$698K +$271K +5,501 +70%
HA
814
Hamel Associates
New Jersey
$695K -$49.3K -1,001 -7%
BJL
815
Brighton Jones LLC
Washington
$694K +$2.9K +59 +0.4%
MC
816
Martin & Co
Tennessee
$690K -$9.8K -199 -1%
MSAM
817
Moloney Securities Asset Management
Missouri
$689K +$14K +284 +2%
WWM
818
Western Wealth Management
Colorado
$689K +$128K +2,595 +25%
TI
819
Truehand Inc
New Hampshire
$686K -$14.3K -291 -2%
OGC
820
Oak Grove Capital
New Hampshire
$683K +$9.85K +200 +2%
SFP
821
Shepherd Financial Partners
Massachusetts
$682K -$23.6K -479 -4%
BC
822
Brinker Capital
Pennsylvania
$681K +$15.3K +310 +2%
MIC
823
Means Investment Company
Maine
$676K +$45.5K +925 +8%
SBWM
824
Sunflower Bank Wealth Management
Arizona
$671K -$16.2K -329 -3%
EAM
825
Eagle Asset Management
Florida
$662K -$736K -14,959 -54%
31 32
33
34 35