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Name Holding Trade Value Shares
Change
Change in
Stake
SLG
1901
Stanley-Laman Group
Pennsylvania
$360K +$55.5K +197 +19%
PFGIA
1902
Patriot Financial Group Insurance Agency
Massachusetts
$359K -$82K -291 -19%
HC
1903
HNP Capital
New York
$359K -$75.6K -268 -18%
CCA
1904
Conestoga Capital Advisors
Pennsylvania
$359K
BCAM
1905
Boston Common Asset Management
Massachusetts
$358K
FSC
1906
Full Sail Capital
Oklahoma
$358K
WPC
1907
Waters Parkerson & Co
Louisiana
$358K
AFAS
1908
Acorn Financial Advisory Services
Virginia
$358K +$35.8K +127 +12%
FNT
1909
First Nebraska Trust
Nebraska
$356K +$14.1K +50 +4%
FFW
1910
Fusion Family Wealth
New York
$356K
SCA
1911
Stonebridge Capital Advisors
Minnesota
$356K +$10.4K +37 +3%
XWM
1912
Xcel Wealth Management
Florida
$354K -$56.4K -200 -14%
AWM
1913
Aprio Wealth Management
Georgia
$354K -$29K -103 -8%
SCI
1914
S&CO Inc
Massachusetts
$353K +$2.82K +10 +0.8%
CHA
1915
Carmichael Hill & Associates
Maryland
$353K +$4.79K +17 +1%
LSPW
1916
Lake Street Private Wealth
Illinois
$352K +$336K +1,192 New
VRM
1917
Vectors Research Management
New York
$351K -$12.7K -45 -4%
HFM
1918
Hartford Financial Management
Connecticut
$350K -$56.4K -200 -14%
MSFP
1919
Mark Sheptoff Financial Planning
Connecticut
$350K +$28.2K +100 +9%
NB
1920
NBT Bank
New York
$348K -$28.2K -100 -8%
KFGK
1921
Keystone Financial Group (Kentucky)
Kentucky
$348K +$9.87K +35 +3%
DMC
1922
Drexel Morgan & Co
Pennsylvania
$346K
SPIO
1923
Seven Post Investment Office
California
$344K
CL
1924
Choreo LLC
Illinois
$343K -$18K -64 -5%
EPA
1925
Element Pointe Advisors
Florida
$343K