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Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Clearstead Trust
Maine
$152K +$3.77K +53 +3%
MPWT
477
MassMutual Private Wealth & Trust
Connecticut
$151K +$59.1K +831 +69%
FMB
478
Field & Main Bank
Kentucky
$149K -$53.3K -750 -27%
WT
479
Whittier Trust
California
$148K – – –
CFO
480
CVA Family Office
Colorado
$148K -$15.3K -215 -10%
PFBT
481
Parkside Financial Bank & Trust
Missouri
$147K -$62.7K -882 -31%
WIA
482
Wetzel Investment Advisors
Indiana
$145K – – –
SIS
483
Sound Income Strategies
Florida
$138K – – –
CWM
484
CarsonAllaria Wealth Management
Illinois
$117K -$38.4K -540 -25%
Federated Hermes
485
Federated Hermes
Pennsylvania
$116K -$75.5K -1,062 -40%
TPCW
486
TD Private Client Wealth
New York
$116K -$21.3K -299 -16%
BCM
487
Basso Capital Management
Connecticut
$113K – – –
BTI
488
Blue Trust Inc
Georgia
$112K -$9.25K -130 -8%
HPC
489
HM Payson & Co
Maine
$108K – – –
CAL
490
Capital Analysts LLC
Pennsylvania
$104K – – –
SIM
491
Sentry Investment Management
Wisconsin
$100K – – –
MG
492
Mather Group
Illinois
$96.8K +$95.2K +1,338 New
CAM
493
Creekmur Asset Management
Illinois
$96.4K – – –
AWM
494
Avior Wealth Management
Nebraska
$94.8K +$16.5K +232 +22%
N
495
Natixis
France
$91.4K +$87.9K +1,236 New
BCWM
496
Bartlett & Co Wealth Management
Ohio
$90.9K – – –
OAM
497
Ostrum Asset Management
France
$87.3K – – –
KFP
498
Keener Financial Planning
Texas
$85K – – –
NRG
499
Nemes Rush Group
Michigan
$82.8K – – –
SL
500
Salomon & Ludwin
Virginia
$76.3K – – –