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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1851
Main Street Financial Solutions
Pennsylvania
$715K +$713K +19,427 New
SAM
1852
Sawgrass Asset Management
Florida
$711K -$46.2K -1,259 -6%
CT
1853
Clearstead Trust
Maine
$711K -$18.9K -516 -3%
RHBC
1854
R.H. Bluestein & Co
Michigan
$711K +$770 +21 +0.1%
CPSC
1855
Carl P. Sherr & Co
Massachusetts
$710K -$63.1K -1,719 -8%
PCM
1856
Perritt Capital Management
Illinois
$710K +$38.7K +1,054 +6%
MC
1857
Mathes Company
New York
$709K -$30.4K -829 -4%
MFG
1858
MidWestOne Financial Group
Iowa
$706K -$38K -1,035 -5%
CCMIC
1859
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$705K -$37.9K -1,034 -5%
MCM
1860
Maple Capital Management
Vermont
$703K -$44.6K -1,216 -6%
PFO
1861
Pathstone Family Office
New Jersey
$703K +$557K +15,176 +384%
RWA
1862
River Wealth Advisors
Pennsylvania
$702K +$660 +18 +0.1%
CSWG
1863
Cardinal Strategic Wealth Guidance
Kentucky
$700K -$76.8K -2,094 -10%
BFPW
1864
BOK Financial Private Wealth
Colorado
$699K +$82.1K +2,237 +13%
HA
1865
Harbor Advisors
Florida
$698K -$37.6K -1,024 -5%
DIP
1866
DT Investment Partners
Pennsylvania
$695K -$345K -9,407 -33%
AI
1867
Accredited Investors
Minnesota
$691K -$43.6K -1,190 -6%
SIM
1868
SSI Investment Management
California
$691K -$39.7K -1,081 -5%
SSW
1869
Smith Shellnut Wilson
Mississippi
$691K -$37.2K -1,013 -5%
TSWM
1870
Triangle Securities Wealth Management
North Carolina
$691K -$22.3K -607 -3%
HCP
1871
Hexagon Capital Partners
Arkansas
$690K +$73 +2 +0%
ACWM
1872
Adams Chetwood Wealth Management
North Carolina
$689K +$24.8K +676 +4%
CYG
1873
Clean Yield Group
Vermont
$688K -$63.1K -1,719 -8%
MPCG
1874
Matrix Private Capital Group
New York
$686K +$49.2K +1,342 +8%
BWP
1875
Bernardo Wealth Planning
Pennsylvania
$684K -$7.19K -196 -1%