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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1051
Smithfield Trust
Pennsylvania
$566K -$76K -3,473 -12%
SCP
1052
Sandhill Capital Partners
New York
$565K -$481 -22 -0.1%
BMC
1053
Beaton Management Company
Massachusetts
$563K -$10.9K -500 -2%
EFG
1054
Everhart Financial Group
Ohio
$562K +$541K +24,735 New
JAG
1055
Journey Advisory Group
Kentucky
$557K -$529K -24,176 -50%
GIA
1056
Guyasuta Investment Advisors
Pennsylvania
$557K -$21.9K -1,000 -4%
SMA
1057
Sage Mountain Advisors
Georgia
$557K +$209K +9,544 +64%
WKWM
1058
Walter & Keenan Wealth Management
Indiana
$555K +$3.06K +140 +0.6%
MHIC
1059
Marble Harbor Investment Counsel
Massachusetts
$554K +$64K +2,925 +14%
NEI
1060
Northwest & Ethical Investments
Ontario, Canada
$551K +$532K +24,307 New
SC
1061
Sapient Capital
Indiana
$545K +$1.29K +59 +0.2%
AL
1062
Arnhold LLC
New York
$539K – – –
KA
1063
Klingman & Associates
New York
$538K +$156K +7,130 +43%
RCAG
1064
Rehmann Capital Advisory Group
Michigan
$537K +$58.7K +2,684 +13%
GSB
1065
Greenfield Savings Bank
Massachusetts
$535K -$5.45K -249 -1%
I2I
1066
Insight 2811 Inc
Illinois
$532K +$181K +8,277 +55%
LCM
1067
LVM Capital Management
Michigan
$531K -$118K -5,403 -19%
GPA
1068
Garrison Point Advisors
California
$531K +$10.9K +500 +2%
FCP
1069
Fidelis Capital Partners
Florida
$531K +$138K +6,328 +31%
FF
1070
Fluent Financial
Texas
$530K +$511K +23,350 New
ACM
1071
Armbruster Capital Management
New York
$529K -$44.9K -2,050 -8%
CPA
1072
Cardiff Park Advisors
California
$529K +$8.75K +400 +2%
CAG
1073
Crestwood Advisors Group
Massachusetts
$529K +$165K +7,523 +48%
LSPW
1074
Lake Street Private Wealth
Illinois
$528K +$2.45K +112 +0.5%
CI
1075
Conning Inc
Connecticut
$527K +$12.4K +568 +3%
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