Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1351
Fairhaven Wealth Management
Illinois
$922K -$601K -4,013 -41%
AT
1352
Arden Trust
Delaware
$922K -$9.43K -63 -1%
EAM
1353
Evanson Asset Management
California
$922K +$449 +3 +0.1%
SIAG
1354
Signet Investment Advisory Group
Rhode Island
$920K +$38.9K +260 +5%
PPSG
1355
Princeton Portfolio Strategies Group
New Jersey
$919K +$5.54K +37 +0.7%
TI
1356
Tidal Investments
Wisconsin
$919K +$194K +1,293 +29%
FFS
1357
Founders Financial Securities
Maryland
$917K +$455K +3,042 +115%
CFA
1358
Camarda Financial Advisors
Florida
$916K +$851K +5,688 New
SCM
1359
Spreng Capital Management
Ohio
$915K +$97.6K +652 +13%
SWP
1360
Strategic Wealth Partners
Ohio
$914K +$849K +5,674 New
LMAM
1361
Legg Mason Asset Management
Japan
$913K -$136K -909 -14%
BAM
1362
Berkshire Asset Management
Pennsylvania
$912K -$808K -5,395 -49%
PG
1363
Patten Group
Tennessee
$912K -$120K -801 -12%
EB
1364
Eastern Bank
Massachusetts
$911K -$11.5K -77 -1%
SCM
1365
Shelton Capital Management
Colorado
$909K -$38.5K -257 -4%
GTAM
1366
Global Trust Asset Management
Florida
$908K -$14.8K -99 -2%
PFO
1367
Pathstone Family Office
New Jersey
$903K +$721K +4,815 +609%
AF
1368
Arrow Financial
New York
$896K -$39.5K -264 -5%
5L
1369
55I LLC
Massachusetts
$896K -$26K -174 -3%
LCM
1370
Logan Capital Management
Pennsylvania
$895K – – –
CCA
1371
Cobblestone Capital Advisors
New York
$889K -$8.83K -59 -1%
BP
1372
Ballentine Partners
Massachusetts
$887K -$272K -1,817 -25%
PAM
1373
Paradigm Asset Management
New York
$886K -$53.6K -358 -6%
PCMC
1374
Paragon Capital Management (Colorado)
Colorado
$885K -$25.1K -168 -3%
CYG
1375
Clean Yield Group
Vermont
$884K -$308K -2,057 -27%