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Name Holding Trade Value Shares
Change
Change in
Stake
STC
1001
Sarah T. Connolly
$551K
AC
1002
Allstate Corporation
Illinois
$550K -$5.7M -17,009 -92%
FCP
1003
Fidelis Capital Partners
Florida
$548K +$501K +1,496 New
NSAM
1004
North Star Asset Management
Wisconsin
$547K -$23.1K -69 -4%
GI
1005
Gradient Investments
Minnesota
$545K -$23.8K -71 -4%
MW
1006
Marcum Wealth
Ohio
$541K +$22.1K +66 +5%
OBGC
1007
O'Brien Greene & Co
Pennsylvania
$537K
WGAM
1008
Wilkinson Global Asset Management
New York
$533K
RZH
1009
Relyea Zuckerberg Hanson
Connecticut
$533K +$12.7K +38 +3%
BHA
1010
Beech Hill Advisors
New York
$530K
GSEP
1011
Golden State Equity Partners
California
$527K +$497K +1,483 New
HKAM
1012
Horizon Kinetics Asset Management
New York
$526K -$16.7K -50 -3%
EWM
1013
Empirical Wealth Management
Washington
$520K -$108K -322 -18%
AP
1014
Appleton Partners
Massachusetts
$520K -$20.1K -60 -4%
AWM
1015
Aberdeen Wealth Management
Illinois
$519K
PCM
1016
Princeton Capital Management
New Jersey
$518K +$53.6K +160 +12%
SVWAG
1017
Sound View Wealth Advisors Group
Georgia
$514K -$61.3K -183 -11%
AI
1018
AXS Investments
New York
$513K -$61.3K -183 -11%
NP
1019
NorthRock Partners
Minnesota
$512K -$77.7K -232 -14%
HWMG
1020
Hurlow Wealth Management Group
Indiana
$511K
FA
1021
Faithward Advisors
Pennsylvania
$511K +$466K +1,391 New
TCOO
1022
Trust Company of Oklahoma
Oklahoma
$507K
MFA
1023
Mayflower Financial Advisors
Massachusetts
$505K +$18.8K +56 +4%
FHA
1024
First Horizon Advisors
Tennessee
$504K +$4.02K +12 +0.9%
SC
1025
Stephens Consulting
Michigan
$502K