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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1476
St. Clair Advisors
Ohio
$1.01M
PFM
1477
Privium Fund Management
Netherlands
$1.01M +$192K +6,960 +24%
CCWM
1478
Cassaday & Co Wealth Management
Virginia
$1M -$107K -3,891 -10%
AL
1479
Aspiriant LLC
California
$1,000K -$141K -5,117 -13%
AWM
1480
Aries Wealth Management
Maine
$999K -$11.9K -431 -1%
MVA
1481
Mount Vernon Associates
Maryland
$998K -$37K -1,343 -4%
WCM
1482
Weik Capital Management
Pennsylvania
$997K +$21.1K +765 +2%
DMBA
1483
Deseret Mutual Benefit Administrators
Utah
$995K +$65.5K +2,379 +7%
LCM
1484
Laurion Capital Management
New York
$992K -$23.8M -864,530 -96%
NB
1485
Northwest Bancshares
Pennsylvania
$992K -$71.3K -2,590 -7%
AC
1486
Avestar Capital
New York
$992K +$253K +9,197 +35%
CWP
1487
Curated Wealth Partners
California
$992K +$976K +35,453 New
BA
1488
Bridgewater Associates
Connecticut
$991K -$1.11M -40,179 -53%
DA
1489
DCF Advisers
Connecticut
$986K +$441K +16,000 +83%
BSB
1490
Bangor Savings Bank
Maine
$985K -$252K -9,162 -21%
LSAG
1491
Lake Street Advisors Group
New Hampshire
$982K +$219K +7,955 +29%
BBA
1492
Baker Bros. Advisors
New York
$979K
NHT
1493
New Hampshire Trust
New Hampshire
$979K -$73.7K -2,676 -7%
MFP
1494
Meridian Financial Partners
Virginia
$975K +$904K +32,823 New
IIM
1495
Ironwood Investment Management
Massachusetts
$973K -$551K -20,000 -37%
MWA
1496
MN Wealth Advisors
Kansas
$972K +$246K +8,936 +35%
MCM
1497
Mork Capital Management
California
$971K
KFA
1498
Kelleher Financial Advisors
New York
$970K +$139K +5,035 +17%
LHC
1499
Little House Capital
Massachusetts
$968K -$6.8K -247 -0.7%
TPI
1500
Trust Point Inc
Wisconsin
$968K -$4.68K -170 -0.5%