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DuPont de Nemours
DD

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
951
Philadelphia Trust Company
Pennsylvania
$242K +$12.4K +136 +6%
WA
952
WBH Advisory
Maryland
$241K +$91 +1 +0%
DWM
953
Drive Wealth Management
Utah
$241K +$227K +2,494 New
HL
954
HeadInvest LLC
Maine
$241K -$41.7K -459 -16%
CWM
955
Curi Wealth Management
North Carolina
$238K -$25.8K -284 -10%
GM
956
GeoWealth Management
Illinois
$238K +$224K +2,462 New
CWM
957
Chesapeake Wealth Management
Virginia
$236K -$79.7K -876 -26%
WHG
958
Westwood Holdings Group
Texas
$236K -$14.1K -155 -6%
EIA
959
Edgemoor Investment Advisors
Maryland
$234K – – –
MSS
960
Mitchell Sinkler & Starr
Pennsylvania
$234K +$220K +2,420 New
MWA
961
MFA Wealth Advisors
Pennsylvania
$231K +$218K +2,396 New
CC
962
Chicago Capital
Illinois
$231K – – –
TTWM
963
TCV Trust & Wealth Management
Virginia
$231K -$29.2K -321 -12%
CFP
964
Catalyst Financial Partners
Massachusetts
$231K +$12.8K +141 +6%
EDRH
965
Edmond de Rothschild Holding
Switzerland
$231K – – –
IIM
966
Intact Investment Management
Quebec, Canada
$231K – – –
JWM
967
Jupiter Wealth Management
Colorado
$231K – – –
LCM
968
LCM Capital Management
Illinois
$229K -$5.55K -61 -3%
GW
969
GW & Wade
Massachusetts
$229K -$3.09K -34 -1%
PVM
970
Palogic Value Management
Texas
$228K – – –
EIP
971
Ellis Investment Partners
Pennsylvania
$228K +$91 +1 +0%
EFSCE
972
Enterprise Financial Services Corp (EFSC)
Missouri
$225K -$818 -9 -0.4%
OFS
973
OneAscent Financial Services
Alabama
$225K -$17.1K -188 -7%
BLC
974
Brown, Lisle/Cummings
Rhode Island
$224K +$16.8K +185 +9%
WPW
975
Waldron Private Wealth
Pennsylvania
$224K -$1.64K -18 -0.8%
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39
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