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Name Holding Trade Value Shares
Change
Change in
Stake
SHA
751
Seneca House Advisors
Virginia
$211K +$197K +1,163 New
MPWT
752
MassMutual Private Wealth & Trust
Connecticut
$208K -$58.5K -345 -23%
BAM
753
Barrett Asset Management
New York
$208K +$53.3K +314 +38%
CWA
754
Clarus Wealth Advisors
Arizona
$207K +$194K +1,141 New
HIS
755
Harvest Investment Services
Illinois
$206K +$192K +1,134 New
Connor, Clark & Lunn Investment Management (CC&L)
756
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$206K +$193K +1,137 New
NL
757
NVWM LLC
Pennsylvania
$205K – – –
MWM
758
Modera Wealth Management
New Jersey
$204K +$191K +1,123 New
CBTWT
759
Community Bank & Trust (Waco, Texas)
Texas
$204K +$193K +1,140 New
WAP
760
Wealthcare Advisory Partners
Pennsylvania
$203K +$189K +1,116 New
AG
761
AIA Group
Hong Kong
$203K +$190K +1,117 New
BO
762
BRR OpCo
Ohio
$203K +$190K +1,118 New
WT
763
Whittier Trust
California
$192K – – –
AF
764
Advisornet Financial
Minnesota
$192K +$5.94K +35 +3%
HI
765
Harbour Investments
Wisconsin
$189K -$31.2K -184 -15%
WAM
766
WFA Asset Management
Wisconsin
$186K +$173K +1,022 New
HCP
767
Hexagon Capital Partners
Arkansas
$183K +$15.9K +94 +10%
TI
768
Truehand Inc
New Hampshire
$182K – – –
KC
769
Kenfarb & Co
Kentucky
$182K +$170K +1,000 New
KFP
770
KB Financial Partners
New Jersey
$179K +$167K +984 New
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$172K +$143K +842 +810%
DFCM
772
Dark Forest Capital Management
Puerto Rico
$171K -$17.8K -105 -10%
OIA
773
Optimum Investment Advisors
Illinois
$168K – – –
SC
774
SouthState Corp
Florida
$162K +$20.9K +123 +16%
CYG
775
Clean Yield Group
Vermont
$153K -$21.2K -125 -13%