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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
Calamos Wealth Management
Illinois
$201K +$4.53K +30 +2%
TCIIS
777
TIAA-CREF Individual & Institutional Services
New York
$197K -$52.1K -345 -19%
CTC
778
Central Trust Company
Missouri
$194K -$24.9K -165 -10%
PWPS
779
Pinnacle Wealth Planning Services
Ohio
$193K -$22.2K -147 -9%
MNA
780
Manning & Napier Advisors
New York
$190K -$19.8K -131 -9%
UB
781
UMB Bank
Missouri
$186K +$7.4K +49 +4%
Federated Hermes
782
Federated Hermes
Pennsylvania
$184K -$1.49M -9,891 -88%
AIP
783
Ameritas Investment Partners
Nebraska
$174K -$9.36K -62 -5%
PWAM
784
Private Wealth Asset Management
Iowa
$174K +$162K +1,075 +554%
GWS
785
Greykasell Wealth Strategies
California
$165K – – –
AIM
786
Anchor Investment Management
South Carolina
$164K -$45.3K -300 -20%
ZBNA
787
Zions Bancorporation, National Association
Utah
$162K -$84.3K -558 -32%
HCPC
788
Hamilton Capital Partners (Canada)
$156K -$19.5K -129 -10%
KFI
789
Key Financial Inc
Pennsylvania
$153K – – –
HDIM
790
Hanson & Doremus Investment Management
Vermont
$147K -$11.3K -75 -7%
MPWT
791
MassMutual Private Wealth & Trust
Connecticut
$141K -$1.66K -11 -1%
CA
792
Clearstead Advisors
Ohio
$137K +$131K +865 +627%
CT
793
Caldwell Trust
Florida
$136K +$136K +900 +968%
EDRH
794
Edmond de Rothschild Holding
Switzerland
$121K – – –
PPC
795
Park Place Capital
Alabama
$120K -$1.43M -9,452 -92%
SAM
796
Smartleaf Asset Management
Massachusetts
$118K – – –
WTA
797
Washington Trust Advisors
Massachusetts
$109K -$73.8K -489 -38%
BCWM
798
Bartlett & Co Wealth Management
Ohio
$109K -$755 -5 -0.6%
LS
799
Livforsakringsbolaget Skandia
Sweden
$108K – – –
PFBT
800
Parkside Financial Bank & Trust
Missouri
$108K +$21K +139 +22%