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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1201
AlphaStar Capital Management
North Carolina
$761K +$1.5K +13 +0.2%
CA
1202
Calton & Associates
Florida
$760K -$59.3K -513 -8%
GIP
1203
Granite Investment Partners
California
$759K – – –
BAM
1204
Barrett Asset Management
New York
$759K +$27K +234 +4%
MMG
1205
Monetary Management Group
Missouri
$759K +$181K +1,569 +33%
FAM
1206
Fenimore Asset Management
New York
$757K – – –
RWP
1207
RWA Wealth Partners
Massachusetts
$757K +$7.05K +61 +1%
GC
1208
Gratus Capital
Georgia
$756K -$401K -3,467 -36%
BB
1209
Berkshire Bank
Massachusetts
$756K -$77.4K -670 -10%
LNB
1210
Ledyard National Bank
$755K -$28.3K -245 -4%
CPR
1211
CSU Producer Resources
Ohio
$755K – – –
YWP
1212
YorkBridge Wealth Partners
New York
$754K +$1.97K +17 +0.3%
IWP
1213
Icon Wealth Partners
Texas
$752K +$93.8K +812 +15%
EA
1214
Elm Advisors
California
$749K -$65.9K -570 -8%
AWC
1215
Abundance Wealth Counselors
Pennsylvania
$746K +$11K +95 +2%
CWM
1216
Connecticut Wealth Management
Connecticut
$745K -$47.4K -410 -6%
FFN
1217
Focus Financial Network
Minnesota
$745K +$69.8K +604 +11%
SAM
1218
Summit Asset Management
Tennessee
$743K -$38.5K -333 -5%
IA
1219
Icon Advisers
Colorado
$743K – – –
CCA
1220
Cobblestone Capital Advisors
New York
$741K -$80.3K -695 -10%
TAM
1221
Trust Asset Management
Texas
$738K +$165K +1,425 +30%
FSA
1222
Fort Sheridan Advisors
Illinois
$737K +$78.6K +680 +12%
PFGIA
1223
Patriot Financial Group Insurance Agency
Massachusetts
$737K +$272K +2,357 +63%
Vanguard Personalized Indexing Management
1224
Vanguard Personalized Indexing Management
California
$735K -$260K -2,247 -27%
KCM
1225
Kendall Capital Management
Maryland
$735K -$16.3K -141 -2%