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Name Holding Trade Value Shares
Change
Change in
Stake
ODCM
2351
Old Dominion Capital Management
Virginia
$724K +$15.3K +187 +2%
PFA
2352
Pathway Financial Advisors
Vermont
$722K +$693K +8,446 New
RPA
2353
Rock Point Advisors
Vermont
$713K -$27.1K -330 -4%
WPW
2354
Winthrop Partners - WNY
New York
$709K +$603K +7,347 New
OLA
2355
Oliver Luxxe Assets
New Jersey
$709K +$192K +2,335 +39%
PIM
2356
Partner Investment Management
California
$707K -$1.32M -16,087 -66%
NVIM
2357
New Vernon Investment Management
Illinois
$705K
ABTD
2358
Arvest Bank Trust Division
Oklahoma
$702K -$92.3K -1,125 -12%
APG
2359
Abacus Planning Group
South Carolina
$698K +$670K +8,163 New
CGA
2360
Crescent Grove Advisors
Illinois
$697K -$71.8K -875 -10%
HCM
2361
Highlander Capital Management
New Jersey
$696K
CWM
2362
Cedar Wealth Management
California
$695K -$58.9K -718 -8%
IAA
2363
Ironsides Asset Advisors
North Carolina
$695K
NEPWA
2364
New England Private Wealth Advisors
Massachusetts
$687K +$61.9K +755 +10%
WCM
2365
Wedge Capital Management
North Carolina
$686K +$12.8K +156 +2%
HC
2366
Hampstead Capital
United Kingdom
$684K -$3.45M -42,000 -84%
WIC
2367
Wilkins Investment Counsel
Massachusetts
$684K -$205K -2,500 -24%
ARM
2368
Adirondack Research & Management
New York
$680K
TDC
2369
Thompson Davis & Co
Virginia
$671K +$55.5K +676 +9%
DWM
2370
Dakota Wealth Management
Florida
$667K +$170K +2,073 +36%
DAM
2371
Doheny Asset Management
California
$666K
LFA
2372
Legacy Financial Advisors
Kentucky
$666K +$639K +7,787 New
ZAM
2373
Zevin Asset Management
Massachusetts
$661K -$5.41K -66 -0.8%
MWM
2374
Mascoma Wealth Management
New Hampshire
$652K -$197K -2,405 -25%
GA
2375
Geller Advisors
New York
$651K -$14.4K -175 -2%