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Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
651
Marble Harbor Investment Counsel
Massachusetts
$241K – – –
HH
652
Hilltop Holdings
Texas
$241K +$236K +1,598 New
ESCM
653
Echo Street Capital Management
New York
$239K +$234K +1,589 New
RSWM
654
Robertson Stephens Wealth Management
California
$236K -$72.3K -490 -24%
CCM
655
Coldstream Capital Management
Washington
$234K +$7.82K +53 +4%
PA
656
Parallel Advisors
California
$231K +$13.9K +94 +7%
SIM
657
Sentry Investment Management
Wisconsin
$229K +$52.5K +356 +31%
Federated Hermes
658
Federated Hermes
Pennsylvania
$228K -$379K -2,569 -63%
DAS
659
Dynamic Advisor Solutions
Arizona
$228K +$1.77K +12 +0.8%
MC
660
Middleton & Co
Massachusetts
$228K +$2.51K +17 +1%
GG
661
Gofen & Glossberg
Illinois
$226K – – –
SCM
662
Salem Capital Management
Massachusetts
$226K – – –
CT
663
Cambridge Trust
Massachusetts
$225K -$9.74K -66 -4%
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$224K -$110K -743 -33%
HCM
665
Hengehold Capital Management
Ohio
$223K – – –
GSWM
666
Golden State Wealth Management
California
$222K +$218K +1,475 New
MAFM
667
Mid Atlantic Financial Management
Pennsylvania
$219K +$215K +1,455 New
VVP
668
Venture Visionary Partners
Ohio
$218K +$214K +1,448 New
BIM
669
Baldwin Investment Management
Pennsylvania
$218K +$214K +1,450 New
TF
670
TRH Financial
Iowa
$216K -$126K -854 -37%
TCM
671
Teza Capital Management
Illinois
$215K +$211K +1,428 New
SWM
672
SeaCrest Wealth Management
New York
$213K +$209K +1,417 New
TSWM
673
Triangle Securities Wealth Management
North Carolina
$210K +$206K +1,395 New
ASN
674
Advisory Services Network
Georgia
$207K +$203K +1,374 New
CFA
675
Carroll Financial Associates
North Carolina
$206K +$1.18K +8 +0.6%