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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
951
Asset Dedication LLC
California
$906K -$60.3K -4,111 -6%
SIP
952
Stoneridge Investment Partners
Pennsylvania
$906K -$44.6K -3,042 -5%
WAP
953
Wealthcare Advisory Partners
Pennsylvania
$903K -$84.4K -5,761 -9%
BFS
954
Bradley Foster & Sargent
Connecticut
$899K
AFG
955
Atomi Financial Group
New York
$899K +$12K +822 +1%
ANTB
956
AMG National Trust Bank
Colorado
$893K -$18.3K -1,249 -2%
CWS
957
Confluence Wealth Services
Pennsylvania
$890K -$60.9K -4,153 -7%
NAM
958
NorthCrest Asset Manangement
Minnesota
$889K -$99.9K -6,816 -10%
TF
959
Tompkins Financial
New York
$889K -$232K -15,834 -21%
RCM
960
Radnor Capital Management
Pennsylvania
$888K +$88.6K +6,044 +11%
UA
961
Unison Advisors
District of Columbia
$887K +$14.6K +993 +2%
PWA
962
Provenance Wealth Advisors
Florida
$887K +$865K +59,029 New
GIA
963
Gladstone Institutional Advisory
Florida
$884K -$99.2K -6,766 -10%
HTC
964
Haverford Trust Company
Pennsylvania
$882K -$61.1K -4,170 -7%
KS
965
Karpas Strategies
Connecticut
$880K -$5.58K -381 -0.6%
CCWM
966
Cassaday & Co Wealth Management
Virginia
$880K +$1.19K +81 +0.1%
TPA
967
Trivium Point Advisory
Connecticut
$880K +$32.8K +2,238 +4%
SLWA
968
San Luis Wealth Advisors
California
$879K -$71.2K -4,860 -8%
PAG
969
Private Advisory Group
Washington
$878K +$31.6K +2,157 +4%
HIC
970
Holderness Investments Company
North Carolina
$875K -$42.4K -2,894 -5%
CHC
971
City Holding Co
West Virginia
$875K -$156K -10,618 -15%
JIC
972
Joel Isaacson & Co
New York
$873K -$190K -12,945 -18%
PCM
973
Poehling Capital Management
Wisconsin
$871K -$408K -27,832 -32%
GAG
974
GM Advisory Group
New York
$871K -$116K -7,935 -12%
BMC
975
Beaton Management Company
Massachusetts
$870K -$9.92K -677 -1%