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Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
1026
South Street Advisors
New York
$686K – – –
IAN
1027
Integrated Advisors Network
Texas
$685K -$4.57K -12 -0.6%
EAM
1028
Eventide Asset Management
Massachusetts
$685K +$700K +1,839 New
HIC
1029
Holderness Investments Company
North Carolina
$684K – – –
NB
1030
Northwest Bancshares
Pennsylvania
$684K – – –
YDMI
1031
Y.D. More Investments
Israel
$674K +$689K +1,810 New
HCM
1032
Howland Capital Management
Massachusetts
$672K -$76.1K -200 -10%
PP
1033
PDT Partners
New York
$670K -$495K -1,300 -42%
CWS
1034
Confluence Wealth Services
Pennsylvania
$669K +$43K +113 +7%
LNB
1035
Ledyard National Bank
$669K -$7.61K -20 -1%
LC
1036
LCNB Corp
Ohio
$667K -$22.8K -60 -3%
LWMM
1037
Legacy Wealth Management (Mississippi)
Mississippi
$662K -$28.9K -76 -4%
MWM
1038
Meridian Wealth Management
Kentucky
$661K -$4.19K -11 -0.6%
MRCM
1039
M&R Capital Management
New Jersey
$659K -$3.04K -8 -0.4%
ALAM
1040
Asahi Life Asset Management
Japan
$655K +$265K +695 +65%
AWM
1041
Angeles Wealth Management
California
$649K -$789K -2,073 -54%
CWM
1042
Chesapeake Wealth Management
Virginia
$649K -$15.2K -40 -2%
SMA
1043
Sage Mountain Advisors
Georgia
$647K +$13.3K +35 +2%
DJSG
1044
D.J. St. Germain
Massachusetts
$647K – – –
CCA
1045
Childress Capital Advisors
Texas
$645K +$659K +1,731 New
CAMV
1046
Concord Asset Management (Virginia)
Virginia
$641K +$655K +1,722 New
KAS
1047
KPP Advisory Services
Kentucky
$641K +$655K +1,722 New
AIM
1048
Anchor Investment Management
South Carolina
$640K +$186K +490 +40%
AF
1049
Allworth Financial
California
$637K +$55.2K +145 +9%
CIAS
1050
Capital Investment Advisory Services
North Carolina
$631K -$56.7K -149 -8%
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