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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1226
Boston Financial Management
Massachusetts
$303K -$5.75K -49 -2%
SW
1227
SlateStone Wealth
Florida
$302K -$30.2K -257 -10%
VCP
1228
Verus Capital Partners
Arizona
$301K +$275K +2,345 New
LA
1229
LexAurum Advisors
Kansas
$300K +$23.9K +204 +10%
RP
1230
Riverbridge Partners
Minnesota
$298K -$30.4K -259 -10%
H
1231
HoyleCohen
California
$297K – – –
JMFC
1232
J.M. Forbes & Co
Massachusetts
$297K – – –
AUB
1233
Atlantic Union Bankshares
Virginia
$296K – – –
JWA
1234
JFS Wealth Advisors
Pennsylvania
$294K – – –
FCFC
1235
First Citizens Financial Corp
Iowa
$294K +$270K +2,297 New
BFG
1236
Beacon Financial Group
Texas
$293K -$23.4K -199 -8%
AIM
1237
Alhambra Investment Management
Florida
$292K +$267K +2,277 New
EH
1238
Equitable Holdings
New York
$291K +$267K +2,273 New
GFP
1239
Gryphon Financial Partners
Ohio
$290K -$12.4K -106 -4%
TT
1240
TI-Trust
Illinois
$289K +$265K +2,255 New
HEIP
1241
Hudson Edge Investment Partners
New Jersey
$288K +$2.93K +25 +1%
Pacer Advisors
1242
Pacer Advisors
Pennsylvania
$287K -$6.15M -52,424 -96%
RA
1243
Rational Advisors
New York
$287K -$45.3K -386 -15%
PWLP
1244
Prio Wealth Limited Partnership
Massachusetts
$287K – – –
JSL
1245
JT Stratford LLC
Georgia
$286K +$262K +2,231 New
ARMT
1246
Amica Retiree Medical Trust
Rhode Island
$285K – – –
EARNEST Partners
1247
EARNEST Partners
Georgia
$284K – – –
GRP
1248
Global Retirement Partners
California
$283K -$2.93K -25 -1%
GI
1249
GAMCO Investors
Connecticut
$282K +$258K +2,200 New
BIM
1250
Bridgecreek Investment Management
Oklahoma
$278K – – –