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Name Holding Trade Value Shares
Change
Change in
Stake
HTC
401
Haverford Trust Company
Pennsylvania
$615K -$238K -2,107 -26%
EIM
402
Ervin Investment Management
Washington
$614K -$55.4K -490 -8%
GWMR
403
GC Wealth Management RIA
Massachusetts
$604K +$66.7K +590 +11%
CCA
404
Catalyst Capital Advisors
New York
$601K
HNB
405
Huntington National Bank
Ohio
$599K -$176K -1,557 -21%
AWM
406
Axxcess Wealth Management
California
$596K +$31.1K +275 +5%
PFPT
407
Pinnacle Financial Partners (Tennessee)
Tennessee
$592K -$5.27M -46,623 -89%
RPCONE
408
Retirement Planning Company of New England
Rhode Island
$590K +$15.8K +140 +3%
Allspring Global Investments
409
Allspring Global Investments
North Carolina
$588K +$312K +2,762 +97%
BSB
410
Bangor Savings Bank
Maine
$581K -$58.2K -515 -8%
JPWM
411
Jamison Private Wealth Management
Georgia
$580K -$15.4K -136 -2%
WG
412
Welch Group
Alabama
$580K
RP
413
Raelipskie Partnership
Ontario, Canada
$579K +$5.65K +50 +0.9%
SAG
414
SageView Advisory Group
California
$571K +$10.1K +89 +2%
CFB
415
Cullen/Frost Bankers
Texas
$571K +$13.2K +117 +2%
CAS
416
Coppell Advisory Solutions
Texas
$568K -$132K -1,170 -19%
RPC
417
Rossmore Private Capital
Connecticut
$561K -$46.2K -409 -7%
KPWS
418
Kestra Private Wealth Services
Texas
$560K +$12.4K +110 +2%
FIA
419
Foundations Investment Advisors
Arizona
$556K -$211K -1,870 -26%
VVP
420
Venture Visionary Partners
Ohio
$555K +$34.5K +305 +6%
CWA
421
Crux Wealth Advisors
California
$553K +$110K +973 +23%
SWM
422
Salvus Wealth Management
New Jersey
$545K -$212K -1,876 -27%
CNBT
423
Canandaigua National Bank & Trust
New York
$541K -$55.3K -489 -9%
AA
424
Auxano Advisors
Washington
$539K +$199K +1,758 +52%
CWM
425
Compass Wealth Management
Connecticut
$537K -$4.75K -42 -0.8%