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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
651
Prio Wealth Limited Partnership
Massachusetts
$238K
HS
652
Huntington Steele
Pennsylvania
$238K +$21.6K +183 +10%
HCM
653
Howland Capital Management
Massachusetts
$238K +$39.6K +336 +20%
SW
654
SVB Wealth
Massachusetts
$235K -$193K -1,635 -46%
WA
655
WFG Advisors
Texas
$235K -$71.3K -605 -24%
EB
656
Eastern Bank
Massachusetts
$235K -$15.9K -135 -6%
ABP
657
Arthur B. Page
$235K -$11.8K -100 -5%
MSS
658
Mitchell Sinkler & Starr
Pennsylvania
$235K
FP
659
FDO Partners
Massachusetts
$233K -$1.39M -11,793 -86%
VNA
660
VNBTrust National Association
Virginia
$232K
SBH
661
Segall Bryant & Hamill
Illinois
$232K +$9.79K +83 +4%
SCM
662
Southport Capital Management
Tennessee
$231K -$17.5K -148 -7%
AIM
663
Avity Investment Management
Connecticut
$231K
AMIM
664
Aull & Monroe Investment Management
Alabama
$228K
PFS
665
Prospera Financial Services
Texas
$227K -$68.3K -579 -24%
EI
666
EDMP Inc
Florida
$226K
RG
667
Rikoon Group
New Mexico
$226K
PP
668
Palladium Partners
Virginia
$226K +$943 +8 +0.4%
WAM
669
Wealthspire Advisors (Maryland)
Maryland
$225K -$590 -5 -0.3%
AF
670
Allworth Financial
California
$225K +$118 +1 +0.1%
MPI
671
Mairs & Power Inc
Minnesota
$224K
BAM
672
Baring Asset Management
United Kingdom
$224K +$221K +1,870 New
HBWM
673
Hollow Brook Wealth Management
New York
$221K -$177K -1,500 -45%
LWAC
674
Laurel Wealth Advisors (California)
California
$221K -$13K -110 -6%
BSW
675
Buckingham Strategic Wealth
Missouri
$221K +$7.19K +61 +3%