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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1126
Abbot Financial Management
Massachusetts
$2.68M -$110K -1,376 -4%
DWT
1127
Dorsey & Whitney Trust
South Dakota
$2.68M +$161K +2,025 +6%
PAM
1128
Pegasus Asset Management
New York
$2.67M +$44.9K +564 +2%
EVM
1129
Evelyn V. Moreno
$2.67M +$354K +4,450 +15%
WCA
1130
Westover Capital Advisors
Delaware
$2.66M +$100K +1,256 +4%
BAM
1131
Belpointe Asset Management
Nevada
$2.66M +$9.64K +121 +0.4%
SFS
1132
Strategic Financial Services
New York
$2.65M -$47K -590 -2%
SC
1133
Searle & Co
Connecticut
$2.65M
IAS
1134
IMA Advisory Services
Colorado
$2.65M -$185K -2,327 -6%
MPAM
1135
Murphy Pohlad Asset Management
Minnesota
$2.65M -$34.2K -430 -1%
GL
1136
Graypoint LLC
New York
$2.64M +$323K +4,055 +13%
CCC
1137
Chelsea Counsel Company
California
$2.63M
KWM
1138
Keebeck Wealth Management
Illinois
$2.63M +$72.2K +907 +3%
HCA
1139
Harbour Capital Advisors
Virginia
$2.63M +$18.4K +231 +0.7%
AWA
1140
Arete Wealth Advisors
Illinois
$2.61M +$101K +1,274 +4%
SACTSONJ
1141
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.61M
MIC
1142
Means Investment Company
Maine
$2.6M -$140K -1,760 -5%
CHAM
1143
Clear Harbor Asset Management
Connecticut
$2.6M +$32K +402 +1%
SIG
1144
Stonegate Investment Group
Alabama
$2.59M +$2.7M +33,838 New
WT
1145
Washington Trust
Rhode Island
$2.56M -$787K -9,878 -23%
SAM
1146
Synergy Asset Management
Washington
$2.56M -$762K -9,568 -22%
CIC
1147
Carnegie Investment Counsel
Ohio
$2.56M +$306K +3,840 +13%
WPW
1148
Waldron Private Wealth
Pennsylvania
$2.56M +$157K +1,971 +6%
UCI
1149
Uncommon Cents Investing
Wisconsin
$2.55M +$14.3K +179 +0.5%
ST
1150
Spinnaker Trust
Maine
$2.55M -$13.2K -166 -0.5%