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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
651
Federated Hermes
Pennsylvania
$228K -$379K -2,569 -63%
DAS
652
Dynamic Advisor Solutions
Arizona
$228K +$1.77K +12 +0.8%
MC
653
Middleton & Co
Massachusetts
$228K +$2.51K +17 +1%
GG
654
Gofen & Glossberg
Illinois
$226K
SCM
655
Salem Capital Management
Massachusetts
$226K
CT
656
Cambridge Trust
Massachusetts
$225K -$9.74K -66 -4%
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$224K -$110K -743 -33%
HCM
658
Hengehold Capital Management
Ohio
$223K
GSWM
659
Golden State Wealth Management
California
$222K +$218K +1,475 New
MAFM
660
Mid Atlantic Financial Management
Pennsylvania
$219K +$215K +1,455 New
VVP
661
Venture Visionary Partners
Ohio
$218K +$214K +1,448 New
BIM
662
Baldwin Investment Management
Pennsylvania
$218K +$214K +1,450 New
TF
663
TRH Financial
Iowa
$216K -$126K -854 -37%
TCM
664
Teza Capital Management
Illinois
$215K +$211K +1,428 New
SWM
665
SeaCrest Wealth Management
New York
$213K +$209K +1,417 New
TSWM
666
Triangle Securities Wealth Management
North Carolina
$210K +$206K +1,395 New
ASN
667
Advisory Services Network
Georgia
$207K +$203K +1,374 New
CFA
668
Carroll Financial Associates
North Carolina
$206K +$1.18K +8 +0.6%
GWM
669
Gitterman Wealth Management
New Jersey
$206K +$202K +1,368 New
AAM
670
Advisors Asset Management
Colorado
$204K -$25.5K -173 -11%
PCAP
671
Pratt Collard Advisory Partners
New York
$204K +$200K +1,355 New
HBT
672
Hills Bank & Trust
Iowa
$203K -$738 -5 -0.4%
S
673
Seeyond
France
$201K +$885 +6 +0.5%
PP
674
Palladium Partners
Virginia
$201K +$197K +1,332 New
FBT
675
First Bank & Trust
South Dakota
$199K -$56.9K -386 -23%