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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1026
Cohen Capital Management
California
$689K – – –
SSA
1027
South Street Advisors
New York
$686K – – –
IAN
1028
Integrated Advisors Network
Texas
$685K -$4.57K -12 -0.6%
Eventide Asset Management
1029
Eventide Asset Management
Massachusetts
$685K +$700K +1,839 New
HIC
1030
Holderness Investments Company
North Carolina
$684K – – –
NB
1031
Northwest Bancshares
Pennsylvania
$684K – – –
Y.D. More Investments
1032
Y.D. More Investments
Israel
$674K +$689K +1,810 New
HCM
1033
Howland Capital Management
Massachusetts
$672K -$76.1K -200 -10%
PP
1034
PDT Partners
New York
$670K -$495K -1,300 -42%
Confluence Wealth Services
1035
Confluence Wealth Services
Pennsylvania
$669K +$43K +113 +7%
LNB
1036
Ledyard National Bank
$669K -$7.61K -20 -1%
LC
1037
LCNB Corp
Ohio
$667K -$22.8K -60 -3%
LWMM
1038
Legacy Wealth Management (Mississippi)
Mississippi
$662K -$28.9K -76 -4%
Meridian Wealth Management
1039
Meridian Wealth Management
Kentucky
$661K -$4.19K -11 -0.6%
MRCM
1040
M&R Capital Management
New Jersey
$659K -$3.04K -8 -0.4%
ALAM
1041
Asahi Life Asset Management
Japan
$655K +$265K +695 +65%
AWM
1042
Angeles Wealth Management
California
$649K -$789K -2,073 -54%
CWM
1043
Chesapeake Wealth Management
Virginia
$649K -$15.2K -40 -2%
SMA
1044
Sage Mountain Advisors
Georgia
$647K +$13.3K +35 +2%
DJSG
1045
D.J. St. Germain
Massachusetts
$647K – – –
CCA
1046
Childress Capital Advisors
Texas
$645K +$659K +1,731 New
CAMV
1047
Concord Asset Management (Virginia)
Virginia
$641K +$655K +1,722 New
KAS
1048
KPP Advisory Services
Kentucky
$641K +$655K +1,722 New
AIM
1049
Anchor Investment Management
South Carolina
$640K +$186K +490 +40%
Allworth Financial
1050
Allworth Financial
California
$637K +$55.2K +145 +9%