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Name Holding Trade Value Shares
Change
Change in
Stake
FAT
801
First American Trust
California
$703K -$63.6K -368 -8%
HCA
802
Harbour Capital Advisors
Virginia
$701K – – –
PPWP
803
Premier Path Wealth Partners
New Jersey
$698K -$21.1K -122 -3%
GT
804
Glenview Trust
Kentucky
$693K +$67.1K +388 +11%
BIM
805
Baldwin Investment Management
Pennsylvania
$692K +$11.9K +69 +2%
AC
806
Addison Capital
Pennsylvania
$688K +$53.4K +309 +8%
ML
807
McAdam LLC
Pennsylvania
$686K -$15.6K -90 -2%
SAM
808
Smartleaf Asset Management
Massachusetts
$686K – – –
MFIM
809
Mesirow Financial Investment Management
Illinois
$684K +$101K +583 +17%
PCA
810
Pallas Capital Advisors
Massachusetts
$684K -$20.2K -117 -3%
MIM
811
Miller Investment Management
Pennsylvania
$681K – – –
EI
812
Ellevest Inc
New York
$679K +$83.5K +483 +14%
EPW
813
Evolve Private Wealth
California
$676K +$687K +3,973 New
HKIMG
814
Hutchens & Kramer Investment Management Group
Indiana
$667K +$74.9K +433 +12%
BP
815
Ballentine Partners
Massachusetts
$664K -$47.7K -276 -7%
ESBC
816
E.S. Barr & Co
Kentucky
$659K – – –
CC
817
Centiva Capital
New York
$655K +$666K +3,854 New
KCP
818
Kera Capital Partners
California
$653K +$153K +883 +30%
TBT
819
Texas Bank & Trust
Texas
$646K – – –
ANBT
820
American National Bank & Trust
Texas
$645K – – –
UF
821
Univest Financial
Pennsylvania
$644K +$3.29K +19 +0.5%
SCTC
822
Sanibel Captiva Trust Company
Florida
$636K +$692 +4 +0.1%
PIA
823
Pinion Investment Advisors
Kansas
$635K -$122K -704 -16%
KAS
824
KPP Advisory Services
Kentucky
$632K +$22.5K +130 +4%
MCM
825
Manchester Capital Management
Vermont
$631K +$173 +1 +0%