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Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
551
Aull & Monroe Investment Management
Alabama
$420K
HTC
552
Haverford Trust Company
Pennsylvania
$418K +$15.8K +400 +4%
BG
553
Bollard Group
Massachusetts
$417K +$2.69K +68 +0.7%
V
554
VeraBank
Texas
$416K
OPS
555
Orion Portfolio Solutions
Nebraska
$416K +$36.4K +921 +11%
PFSC
556
Peoples Financial Services Corp
Pennsylvania
$414K -$24.6K -623 -6%
FNBTCON
557
First National Bank & Trust Co of Newtown
Pennsylvania
$410K
SIG
558
Stonegate Investment Group
Alabama
$408K +$6.68K +169 +2%
CT
559
Coastline Trust
Rhode Island
$408K -$128K -3,240 -26%
ACM
560
Anfield Capital Management
California
$408K -$36.7K -929 -9%
RIA
561
Realta Investment Advisors
Delaware
$406K -$79 -2 -0%
SA
562
Syntax Advisors
New York
$403K +$15.5K +393 +4%
VCG
563
Vantage Consulting Group
Virginia
$403K +$15.5K +393 +4%
FPAS
564
Focus Partners Advisor Solutions
Missouri
$398K +$16.8K +424 +5%
KeyBank National Association
565
KeyBank National Association
Ohio
$393K +$9.48K +240 +3%
WT
566
Whittier Trust
California
$393K +$29.4K +744 +9%
NB
567
Northwest Bancshares
Pennsylvania
$392K -$51.4K -1,300 -13%
AAS
568
Ameritas Advisory Services
Nebraska
$392K +$40.3K +1,020 +13%
TCWM
569
Total Clarity Wealth Management
Illinois
$391K +$158 +4 +0%
CWS
570
Confluence Wealth Services
Pennsylvania
$391K +$395 +10 +0.1%
CFP
571
Catalyst Financial Partners
Massachusetts
$387K +$353K +8,946 New
FMTCOCP
572
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$385K
VT
573
Vise Technologies
New York
$381K -$223K -5,635 -39%
CS
574
Comerica Securities
Michigan
$380K +$347K +8,791 New
FT
575
Fiduciary Trust
Massachusetts
$380K -$33.3K -842 -9%