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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
551
Federated Hermes
Pennsylvania
$296K -$43.8K -705 -12%
TC
552
TwinBeech Capital
New York
$294K -$199K -3,210 -39%
BHBT
553
Burke & Herbert Bank & Trust
Virginia
$292K
SSG
554
Summit Securities Group
New York
$292K +$311K +5,000 New
FAM
555
Fulcrum Asset Management
United Kingdom
$285K
IAN
556
Integrated Advisors Network
Texas
$283K -$40.9K -658 -12%
LNB
557
Ledyard National Bank
$282K -$16.2K -260 -5%
PFA
558
Pathway Financial Advisors
Vermont
$282K
SPIA
559
Steward Partners Investment Advisory
New York
$278K -$19.8K -318 -6%
RG
560
Rikoon Group
New Mexico
$278K +$296K +4,769 New
YIA
561
YHB Investment Advisors
Connecticut
$277K +$295K +4,755 New
CM
562
Castleark Management
Illinois
$276K -$240K -3,860 -45%
CAPTRUST Financial Advisors
563
CAPTRUST Financial Advisors
North Carolina
$276K +$69K +1,111 +31%
KeyBank National Association
564
KeyBank National Association
Ohio
$274K -$217K -3,500 -43%
PSUF
565
People's United Financial
Connecticut
$272K -$38.3K -617 -12%
CCA
566
Checchi Capital Advisers
California
$271K -$48.1K -774 -14%
CIM
567
Contravisory Investment Management
Massachusetts
$267K -$14.2K -229 -5%
EF
568
Empirical Finance
Pennsylvania
$266K -$1.39M -22,305 -83%
GLA
569
Great Lakes Advisors
Illinois
$266K -$29.1K -468 -9%
HCM
570
Hollencrest Capital Management
California
$266K -$3.98K -64 -1%
VAS
571
Vestmark Advisory Solutions
Massachusetts
$266K +$43K +693 +18%
MWC
572
MBM Wealth Consultants
Missouri
$265K +$41.4K +667 +17%
ASN
573
Advisory Services Network
Georgia
$264K -$13.7K -220 -5%
VHAM
574
Van Hulzen Asset Management
California
$264K +$71.1K +1,144 +34%
SW
575
SVB Wealth
Massachusetts
$261K +$278K +4,480 New