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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$687K -$45.9K -163 -6%
BONH
827
Bank of New Hampshire
New Hampshire
$680K +$18.9K +67 +3%
CBT
828
CoreFirst Bank & Trust
Kansas
$679K
HTC
829
Haverford Trust Company
Pennsylvania
$673K -$10.7K -38 -2%
LWCFA
830
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$671K -$81.6K -290 -11%
DBG
831
De Burlo Group
Massachusetts
$670K +$398K +1,413 +141%
RA
832
RFG Advisory
Alabama
$669K +$97.1K +345 +20%
PRS
833
Pinkerton Retirement Specialists
Idaho
$666K +$675K +2,399 New
RGC
834
Roberts, Glore & Co
Illinois
$663K
Impax Asset Management Group
835
Impax Asset Management Group
United Kingdom
$658K -$261K -926 -28%
AWE
836
Avidian Wealth Enterprises
Texas
$658K -$5.07K -18 -0.8%
KIA
837
KCM Investment Advisors
California
$658K +$8.72K +31 +1%
TFS
838
Thoroughbred Financial Services
Tennessee
$657K -$12.7K -45 -2%
CG
839
Cutler Group
California
$655K -$6.03M -21,424 -90%
TNBTD
840
Trustmark National Bank Trust Department
Mississippi
$655K +$665K +2,362 New
EWM
841
Evercore Wealth Management
New York
$653K
FCMC
842
Founders Capital Management (Connecticut)
Connecticut
$645K
RWA
843
Redhawk Wealth Advisors
Minnesota
$644K +$289K +1,027 +79%
AG
844
AIA Group
Hong Kong
$643K -$2.4M -8,527 -79%
LAM
845
Lingohr Asset Management
Germany
$642K
BI
846
Blooom Inc
Kansas
$639K -$7.6K -27 -1%
SIA
847
Soltis Investment Advisors
Utah
$639K +$648K +2,304 New
JF
848
JSF Financial
California
$638K +$647K +2,300 New
CANY
849
Caxton Associates (New York)
New York
$636K +$645K +2,293 New
AAM
850
Ascension Asset Management
New York
$634K