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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
DC
676
Davenport & Co
Virginia
$210K +$208K +1,174 New
MNBTD
677
Moody National Bank Trust Division
Texas
$210K +$208K +1,174 New
GCP
678
Garda Capital Partners
Minnesota
$210K +$208K +1,173 New
BTI
679
Blue Trust Inc
Georgia
$210K +$146K +826 +187%
CA
680
Claro Advisors
Massachusetts
$208K -$10.4K -59 -5%
CAM
681
Claret Asset Management
Quebec, Canada
$207K +$205K +1,155 New
KFI
682
Key Financial Inc
Pennsylvania
$207K – – –
MA
683
MCF Advisors
Kentucky
$207K – – –
HCM
684
Hilton Capital Management
New York
$207K +$205K +1,155 New
CW
685
CreativeOne Wealth
Kansas
$205K -$17.2K -97 -8%
T
686
TOBAM
France
$205K +$68.4K +386 +51%
PNC
687
Park National Corp
Ohio
$203K +$200K +1,132 New
SWM
688
Seaside Wealth Management
California
$203K +$200K +1,131 New
DWT
689
Dorsey & Whitney Trust
South Dakota
$201K +$199K +1,123 New
Credit Agricole
690
Credit Agricole
France
$199K +$197K +1,111 New
Federated Hermes
691
Federated Hermes
Pennsylvania
$198K +$109K +617 +126%
SAG
692
Spotlight Asset Group
Illinois
$197K +$40.6K +229 +26%
CT
693
Colonial Trust
South Carolina
$191K -$35.8K -202 -16%
LJHT
694
Laurie J. Hall Trustee
$188K – – –
TWM
695
Tradition Wealth Management
Minnesota
$179K +$354 +2 +0.2%
VWM
696
Venturi Wealth Management
Texas
$178K +$17.5K +99 +11%
SOS
697
Silver Oak Securities
Tennessee
$174K -$77.9K -440 -31%
UM
698
UniSuper Management
Australia
$161K – – –
CSPIA
699
Cary Street Partners Investment Advisory
Virginia
$155K +$51.2K +289 +50%
FHA
700
First Horizon Advisors
Tennessee
$155K +$9.92K +56 +7%