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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
726
Sentry Investment Management
Wisconsin
$162K -$35.4K -959 -17%
NOI
727
Newton One Investments
Delaware
$158K
ACA
728
Atlas Capital Advisors
Wyoming
$156K
PFBT
729
Parkside Financial Bank & Trust
Missouri
$154K -$2.36K -64 -1%
EWA
730
EverSource Wealth Advisors
Alabama
$151K +$61.7K +1,672 +70%
GI
731
Gradient Investments
Minnesota
$146K +$138K +3,743 +780%
SAM
732
Smartleaf Asset Management
Massachusetts
$145K +$17.1K +463 +12%
WT
733
Whittier Trust
California
$144K
PFSC
734
Peoples Financial Services Corp
Pennsylvania
$144K
FHA
735
First Horizon Advisors
Tennessee
$142K +$12.3K +334 +9%
BBHC
736
Brown Brothers Harriman & Co
New York
$140K -$185 -5 -0.1%
QC
737
Quent Capital
New York
$136K -$73.5K -1,990 -34%
OWA
738
Opal Wealth Advisors
New York
$136K +$145K +3,925 New
GWM
739
Geneos Wealth Management
Colorado
$129K -$17.1K -463 -11%
Jones Financial Companies
740
Jones Financial Companies
Missouri
$127K +$65.8K +1,784 +95%
TF
741
Tompkins Financial
New York
$126K
HCP
742
Hexagon Capital Partners
Arkansas
$122K +$74 +2 +0.1%
CHA
743
Carmichael Hill & Associates
Maryland
$122K +$221 +6 +0.2%
MPWT
744
MassMutual Private Wealth & Trust
Connecticut
$120K +$22.3K +605 +21%
CA
745
CoreCap Advisors
Michigan
$117K +$21.2K +575 +20%
GBT
746
Grove Bank & Trust
Florida
$114K -$45.6K -1,235 -27%
HNB
747
Hilltop National Bank
Wyoming
$110K
TCOV
748
Trust Company of Vermont
Vermont
$109K
GJIA
749
Glass Jacobson Investment Advisors
Maryland
$108K
ATC
750
Adirondack Trust Company
New York
$106K