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Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
1451
Hudson Value Partners
Florida
$5.42M -$24.1K -88 -0.4%
FWM
1452
Fairhaven Wealth Management
Illinois
$5.4M +$67.4K +246 +1%
CWS
1453
Confluence Wealth Services
Pennsylvania
$5.38M +$206K +750 +4%
SIA
1454
Sage Investment Advisers
New York
$5.38M -$437K -1,595 -7%
FHB
1455
First Hawaiian Bank
Hawaii
$5.37M -$2M -7,315 -26%
HDIM
1456
Hanson & Doremus Investment Management
Vermont
$5.37M +$177K +646 +3%
CAM
1457
Carret Asset Management
New York
$5.37M +$6.85K +25 +0.1%
AWM
1458
Avitas Wealth Management
California
$5.35M -$106K -385 -2%
AG
1459
AlTi Global
New York
$5.35M +$63.6K +232 +1%
CT
1460
Chicago Trust
Illinois
$5.33M +$565K +2,060 +11%
CF
1461
Clarity Financial
Texas
$5.32M -$5.2M -18,977 -48%
PWS
1462
Peterson Wealth Services
Utah
$5.31M +$75.9K +277 +1%
GPTE
1463
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.28M – – –
AF
1464
Arrow Financial
New York
$5.27M -$473K -1,725 -8%
WAS
1465
Winch Advisory Services
Wisconsin
$5.26M +$65.8K +240 +1%
AT
1466
American Trust
Kentucky
$5.26M -$307K -1,121 -5%
CAC
1467
Core Alternative Capital
Georgia
$5.26M +$102K +372 +2%
FGA
1468
Fortis Group Advisors
New Jersey
$5.26M -$3.1M -11,294 -36%
GCM
1469
Glynn Capital Management
California
$5.25M – – –
OWP
1470
Obermeyer Wealth Partners
Colorado
$5.25M +$68.5K +250 +1%
GWM
1471
Geneos Wealth Management
Colorado
$5.25M +$128K +466 +2%
LWM
1472
Liberty Wealth Management
California
$5.23M +$1.74M +6,342 +33%
ECM
1473
EagleClaw Capital Management
Massachusetts
$5.22M +$31.5K +115 +0.6%
SCM
1474
Spring Capital Management
Texas
$5.22M +$477K +1,741 +9%
HI
1475
Horizon Investments
North Carolina
$5.2M -$4.82M -17,600 -47%
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