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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
2476
Rockbridge Investment Management
New York
$379K -$206K -3,898 -35%
P
2477
&Partners
Tennessee
$377K +$393K +7,410 New
SHFA
2478
SC&H Financial Advisors
Maryland
$376K -$54.1K -1,021 -12%
TFM
2479
TFC Financial Management
Massachusetts
$376K +$18.4K +347 +5%
PCMC
2480
Private Capital Management (Colorado)
Colorado
$375K -$30.6K -577 -7%
GDP
2481
Great Diamond Partners
Maine
$374K +$73.8K +1,394 +23%
NF
2482
Norwood Financial
Pennsylvania
$372K – – –
PGWM
2483
Pitti Group Wealth Management
New York
$372K +$318 +6 +0.1%
BA
2484
Bluesphere Advisors
Pennsylvania
$371K – – –
AT
2485
Arvest Trust
Oklahoma
$371K +$50.2K +947 +15%
CCM
2486
Crew Capital Management
Ohio
$370K +$7.95K +150 +2%
CCA
2487
Column Capital Advisors
Indiana
$369K -$135K -2,550 -26%
SRC
2488
Sage Rhino Capital
California
$369K -$9.06K -171 -2%
SWP
2489
ShoreHaven Wealth Partners
New Jersey
$369K +$1.27K +24 +0.3%
AC
2490
Apella Capital
Connecticut
$369K +$103K +1,943 +37%
AR
2491
Advisory Research
Illinois
$368K – – –
LCM
2492
LCM Capital Management
Illinois
$367K +$16.7K +315 +5%
CFA
2493
Compass Financial Advisors
Indiana
$366K +$94.8K +1,789 +33%
TCM
2494
Tandem Capital Management
New Jersey
$365K +$1.85K +35 +0.5%
AWM
2495
Aberdeen Wealth Management
Illinois
$364K – – –
LC
2496
Landaas & Company
Wisconsin
$364K – – –
FAT
2497
First American Trust
California
$364K +$32K +605 +9%
TPWM
2498
Twelve Points Wealth Management
Massachusetts
$362K -$16.8K -317 -4%
BO
2499
BRR OpCo
Ohio
$361K +$22.7K +428 +6%
WA
2500
WP Advisors
California
$360K -$84.3K -1,591 -18%