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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1201
Calton & Associates
Florida
$760K -$59.3K -513 -8%
GIP
1202
Granite Investment Partners
California
$759K
BAM
1203
Barrett Asset Management
New York
$759K +$27K +234 +4%
MMG
1204
Monetary Management Group
Missouri
$759K +$181K +1,569 +33%
FAM
1205
Fenimore Asset Management
New York
$757K
RWP
1206
RWA Wealth Partners
Massachusetts
$757K +$7.05K +61 +1%
GC
1207
Gratus Capital
Georgia
$756K -$401K -3,467 -36%
BB
1208
Berkshire Bank
Massachusetts
$756K -$77.4K -670 -10%
LNB
1209
Ledyard National Bank
$755K -$28.3K -245 -4%
CPR
1210
CSU Producer Resources
Ohio
$755K
YWP
1211
YorkBridge Wealth Partners
New York
$754K +$1.97K +17 +0.3%
IWP
1212
Icon Wealth Partners
Texas
$752K +$93.8K +812 +15%
EA
1213
Elm Advisors
California
$749K -$65.9K -570 -8%
AWC
1214
Abundance Wealth Counselors
Pennsylvania
$746K +$11K +95 +2%
CWM
1215
Connecticut Wealth Management
Connecticut
$745K -$47.4K -410 -6%
FFN
1216
Focus Financial Network
Minnesota
$745K +$69.8K +604 +11%
SAM
1217
Summit Asset Management
Tennessee
$743K -$38.5K -333 -5%
IA
1218
Icon Advisers
Colorado
$743K
CCA
1219
Cobblestone Capital Advisors
New York
$741K -$80.3K -695 -10%
TAM
1220
Trust Asset Management
Texas
$738K +$165K +1,425 +30%
FSA
1221
Fort Sheridan Advisors
Illinois
$737K +$78.6K +680 +12%
PFGIA
1222
Patriot Financial Group Insurance Agency
Massachusetts
$737K +$272K +2,357 +63%
Vanguard Personalized Indexing Management
1223
Vanguard Personalized Indexing Management
California
$735K -$260K -2,247 -27%
KCM
1224
Kendall Capital Management
Maryland
$735K -$16.3K -141 -2%
WCA
1225
Windsor Creek Advisors
Vermont
$734K -$800K -6,926 -53%