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Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
1201
Van Hulzen Asset Management
California
$927K +$47.4K +1,705 +5%
CCM
1202
Chickasaw Capital Management
Tennessee
$926K -$46.2K -1,665 -5%
YWP
1203
YorkBridge Wealth Partners
New York
$925K +$36.9K +1,327 +4%
LSPW
1204
Lake Street Private Wealth
Illinois
$925K +$44.7K +1,610 +5%
LSC
1205
Lesa Sroufe & Co
Washington
$923K -$36.2K -1,305 -4%
WB
1206
Webster Bank
Connecticut
$922K -$50.7K -1,825 -5%
WA
1207
Wealth Architects
California
$921K -$19.9K -718 -2%
PPG
1208
Peak Planning Group
Colorado
$919K -$1.36K -49 -0.1%
GSB
1209
Greenfield Savings Bank
Massachusetts
$917K -$35.5K -1,278 -4%
GIA
1210
Guyasuta Investment Advisors
Pennsylvania
$914K +$109K +3,918 +13%
MGWM
1211
Marks Group Wealth Management
Minnesota
$910K +$63.8K +2,296 +7%
CBC
1212
Coombe, Bender & Co
New York
$908K -$469K -16,896 -33%
CNC
1213
Citizens & Northern Corp
Pennsylvania
$907K -$31.9K -1,149 -3%
AWAP
1214
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$907K -$108K -3,891 -10%
IIC
1215
Ironwood Investment Counsel
Arizona
$906K -$181K -6,507 -16%
EARNEST Partners
1216
EARNEST Partners
Georgia
$904K +$160K +5,756 +20%
WLPWM
1217
Walled Lake Planning & Wealth Management
Illinois
$898K -$2.62M -94,259 -73%
I
1218
InceptionR
California
$897K +$942K +33,924 New
AIM
1219
Acropolis Investment Management
Missouri
$892K -$83.1K -2,993 -8%
HAG
1220
HF Advisory Group
Maryland
$891K +$936K +33,718 New
AAS
1221
Ameritas Advisory Services
Nebraska
$890K +$41K +1,478 +5%
RPCONE
1222
Retirement Planning Company of New England
Rhode Island
$890K +$53.2K +1,915 +6%
ANTB
1223
AMG National Trust Bank
Colorado
$890K -$380K -13,697 -29%
MAM
1224
Mystic Asset Management
Rhode Island
$879K +$147K +5,309 +19%
SC
1225
Slow Capital
California
$879K -$169K -6,094 -15%