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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
851
Wilkins Investment Counsel
Massachusetts
$873K -$16.1K -50 -2%
CI
852
Cigna Investments
Connecticut
$869K -$29.3K -91 -3%
OF
853
Outfitter Financial
Maine
$868K -$467K -1,450 -36%
WAOTB
854
Wealth Advisors of Tampa Bay
Florida
$866K – – –
Federated Hermes
855
Federated Hermes
Pennsylvania
$864K -$284K -882 -25%
EFG
856
Everhart Financial Group
Ohio
$860K +$150K +465 +22%
TC
857
TownSquare Capital
Utah
$860K -$11.2M -34,659 -93%
RWA
858
River Wealth Advisors
Pennsylvania
$857K +$21.6K +67 +3%
GSB
859
Greenfield Savings Bank
Massachusetts
$852K -$25.8K -80 -3%
HI
860
Humankind Investments
New York
$852K -$998K -3,097 -55%
SIM
861
Seaview Investment Managers
Florida
$851K -$50K -155 -6%
CFG
862
Cooper Financial Group
California
$851K -$64.5K -200 -7%
IGAM
863
iA Global Asset Management
Quebec, Canada
$847K -$868K -2,694 -51%
CS
864
Cannell & Spears
New York
$843K – – –
AIP
865
Ameritas Investment Partners
Nebraska
$833K -$28K -87 -3%
ADL
866
Asset Dedication LLC
California
$831K +$394K +1,222 +95%
BIM
867
Baldwin Investment Management
Pennsylvania
$828K -$645 -2 -0.1%
PMA
868
Prudent Man Advisors
Illinois
$827K -$14.5K -45 -2%
NWMG
869
National Wealth Management Group
Ohio
$824K -$69K -214 -8%
GRP
870
Global Retirement Partners
California
$823K +$803K +2,490 New
BC
871
Bridgefront Capital
Texas
$823K +$802K +2,489 New
IQI
872
Integrated Quantitative Investments
Washington
$823K +$802K +2,489 New
RWP
873
RWA Wealth Partners
Massachusetts
$818K -$102K -315 -11%
BMC
874
Beaton Management Company
Massachusetts
$817K – – –
FCP
875
Fidelis Capital Partners
Florida
$816K -$18.1K -56 -2%