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Name Holding Trade Value Shares
Change
Change in
Stake
AT
1701
Arden Trust
Delaware
$357K -$85.2K -641 -18%
NAMM
1702
NorthStar Asset Management (Massachusetts)
Massachusetts
$356K -$3.19K -24 -0.8%
NRI
1703
NFP Retirement Inc
California
$355K +$380K +2,855 New
HPWM
1704
Highland Private Wealth Management
Washington
$355K -$40.6K -305 -10%
CWP
1705
CFM Wealth Partners
Texas
$355K
DCM
1706
Dupont Capital Management
Delaware
$354K -$50K -376 -12%
AAM
1707
Aureus Asset Management
Massachusetts
$354K -$18.7K -141 -5%
BAM
1708
Bosun Asset Management
Illinois
$354K +$28.9K +217 +8%
MYLI
1709
Meiji Yasuda Life Insurance
Japan
$353K -$161K -1,208 -30%
TCPWM
1710
Traverso Chambers Private Wealth Management
California
$351K +$931 +7 +0.2%
FPFS
1711
First Personal Financial Services
North Carolina
$350K -$27.9K -210 -7%
HFG
1712
Heron Financial Group
New York
$350K
FPCP
1713
Fort Point Capital Partners
California
$350K +$25.7K +193 +7%
SNBOSD
1714
Security National Bank of So Dak
Iowa
$350K +$191K +1,435 +104%
FCM
1715
Firestone Capital Management
Florida
$349K +$2.39K +18 +0.6%
RDWM
1716
Red Door Wealth Management
Tennessee
$348K +$22.2K +167 +6%
BP
1717
BBR Partners
New York
$348K +$84.3K +634 +29%
CWP
1718
Corepath Wealth Partners
Arizona
$347K -$10.8K -81 -3%
CA
1719
CGN Advisors
Kansas
$347K +$88.4K +665 +31%
SB
1720
Strategic Blueprint
Georgia
$346K +$118K +890 +47%
EI
1721
Ethic Inc
New York
$346K +$120K +901 +48%
HFS
1722
Heritage Financial Services
Massachusetts
$345K +$6.65K +50 +2%
GDP
1723
Great Diamond Partners
Maine
$344K -$107K -805 -23%
RC
1724
Rovin Capital
Arizona
$344K +$368K +2,765 New
BCM
1725
Boltwood Capital Management
California
$343K -$2K -15 -0.5%