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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1726
Armbruster Capital Management
New York
$350K – – –
PWS
1727
Private Wealth Strategies
Ohio
$350K – – –
PCS
1728
Personal CFO Solutions
New Jersey
$349K -$8.23K -58 -2%
CAM
1729
Cozad Asset Management
Illinois
$349K – – –
BOM
1730
Bank of Marin
California
$348K -$6.81K -48 -2%
WCWM
1731
Willow Creek Wealth Management
California
$347K – – –
NQWM
1732
Northwest Quadrant Wealth Management
Oregon
$347K +$34.5K +243 +11%
PFA
1733
Pathway Financial Advisors
Vermont
$346K – – –
NB
1734
Northwest Bancshares
Pennsylvania
$345K -$142 -1 -0%
GFP
1735
Gryphon Financial Partners
Ohio
$345K +$8.38K +59 +3%
DWM
1736
Darwin Wealth Management
Florida
$344K -$28.7K -202 -8%
SIC
1737
SFE Investment Counsel
California
$344K -$28.4K -200 -8%
AWA
1738
Arkadios Wealth Advisors
Georgia
$344K -$3.55K -25 -1%
NDSI
1739
Newman Dignan & Sheerar Inc
Rhode Island
$344K – – –
T
1740
TOBAM
France
$344K – – –
CAM
1741
Covenant Asset Management
New Jersey
$343K – – –
VNA
1742
Valley National Advisers
Pennsylvania
$343K +$57.3K +404 +21%
NCM
1743
Northside Capital Management
Oregon
$342K +$96.7K +681 +41%
WA
1744
Wealth Alliance
New York
$339K +$25K +176 +8%
FCA
1745
FinTrust Capital Advisors
South Carolina
$339K +$34.9K +246 +12%
HSWM
1746
Hubbell Strickland Wealth Management
Louisiana
$338K +$568 +4 +0.2%
SAM
1747
S.A. Mason
Michigan
$335K – – –
GI
1748
Gradient Investments
Minnesota
$334K -$4.26K -30 -1%
CWA
1749
Clarus Wealth Advisors
Arizona
$333K – – –
VIM
1750
Vista Investment Management
Pennsylvania
$333K – – –