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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
1301
Sun Life Financial
Ontario, Canada
$860K -$330K -2,324 -28%
ESB
1302
Essex Savings Bank
Connecticut
$860K -$133K -936 -14%
HWMG
1303
Hurlow Wealth Management Group
Indiana
$858K +$170K +1,196 +26%
PAM
1304
Paradigm Asset Management
New York
$856K +$832K +5,860 New
MSFS
1305
Main Street Financial Solutions
Pennsylvania
$855K +$830K +5,847 New
AF
1306
Arrow Financial
New York
$852K +$9.37K +66 +1%
BCM
1307
Brooktree Capital Management
Michigan
$848K – – –
MGO One Seven
1308
MGO One Seven
Ohio
$848K +$59.5K +419 +8%
ATWA
1309
Arbor Trust Wealth Advisors
Michigan
$847K +$56.1K +395 +7%
Freestone Capital Holdings
1310
Freestone Capital Holdings
Washington
$845K +$169K +1,194 +26%
AT
1311
Arden Trust
Delaware
$845K +$59.9K +422 +8%
Chicago Partners Investment Group
1312
Chicago Partners Investment Group
Illinois
$844K +$26.4K +186 +3%
IWA
1313
Inspirion Wealth Advisors
Illinois
$840K +$25.3K +178 +3%
55I LLC
1314
55I LLC
Massachusetts
$839K -$62.9K -443 -7%
CCM
1315
CAAS Capital Management
New York
$839K +$815K +5,741 New
GTAM
1316
Global Trust Asset Management
Florida
$838K +$39K +275 +5%
Eastern Bank
1317
Eastern Bank
Massachusetts
$837K -$6.25K -44 -0.8%
SDWIA
1318
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$837K +$22.9K +161 +3%
CGL
1319
Clarius Group LLC
Washington
$837K +$83K +585 +11%
EAM
1320
Evanson Asset Management
California
$836K +$426 +3 +0.1%
MWM
1321
Maltin Wealth Management
New Jersey
$835K +$199K +1,405 +33%
FDS
1322
Freedom Day Solutions
Texas
$834K +$237K +1,671 +41%
PPSG
1323
Princeton Portfolio Strategies Group
New Jersey
$829K – – –
PCMC
1324
Paragon Capital Management (Colorado)
Colorado
$827K -$36.6K -258 -4%
SFO
1325
Standard Family Office
South Dakota
$826K +$802K +5,650 New