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Name Holding Trade Value Shares
Change
Change in
Stake
SHF
1826
Safe Harbor Fiduciary
Florida
$684K +$228K +5,256 +50%
CPBTD
1827
Central Pacific Bank - Trust Division
Hawaii
$684K +$42.5K +981 +7%
IPW
1828
Inlet Private Wealth
Florida
$683K – – –
CCG
1829
Ceeto Capital Group
Florida
$682K +$75.9K +1,752 +13%
CWP
1830
CFM Wealth Partners
Texas
$681K -$48.5K -1,119 -7%
KWM
1831
Kiker Wealth Management
Georgia
$680K +$54.9K +1,267 +9%
SA
1832
Sovran Advisors
California
$680K -$147K -3,396 -18%
AGP
1833
Aspire Growth Partners
Florida
$680K -$13.5K -311 -2%
KCAM
1834
Kagan Cocozza Asset Management
New Jersey
$678K -$40.1K -927 -6%
CNC
1835
Citizens & Northern Corp
Pennsylvania
$678K -$3.42K -79 -0.5%
VFG
1836
Victory Financial Group
Texas
$677K +$387K +8,947 +134%
NIM
1837
Nexus Investment Management
Ontario, Canada
$675K – – –
FIM
1838
Fruth Investment Management
Texas
$675K -$3.77K -87 -0.6%
CL
1839
COWA LLC
Oklahoma
$674K +$33K +762 +5%
ADMI
1840
Albert D. Mason Inc
Massachusetts
$674K +$62.2K +1,437 +10%
HR
1841
Howe & Rusling
New York
$672K -$67.5K -1,558 -9%
NSB
1842
Norway Savings Bank
Maine
$672K -$72.8K -1,682 -10%
NC
1843
North Capital
Utah
$671K +$12.8K +295 +2%
RF
1844
Rossby Financial
Florida
$671K -$30.5K -704 -4%
VWM
1845
Vigilare Wealth Management
Arizona
$670K +$364K +8,401 +119%
IIM
1846
Ipswich Investment Management
Massachusetts
$669K – – –
CCA
1847
Catalyst Capital Advisors
New York
$668K +$60.8K +1,403 +10%
ESB
1848
Essex Savings Bank
Connecticut
$663K -$13K -300 -2%
CFA
1849
CWS Financial Advisors
Michigan
$662K -$9.61K -222 -1%
WCM
1850
Wellington Capital Management
Maryland
$661K +$661K +15,269 New