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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
801
Edmond de Rothschild Holding
Switzerland
$97.3K +$9.96K +252 +13%
SIM
802
Sentry Investment Management
Wisconsin
$97K -$175K -4,432 -66%
MA
803
MCF Advisors
Kentucky
$96.9K
NF
804
Norwood Financial
Pennsylvania
$95.5K
DAM
805
Delta Asset Management
Tennessee
$93.9K +$85.8K +2,171 New
MFA
806
McClarren Financial Advisors
Pennsylvania
$88K +$632 +16 +0.8%
CSPIA
807
Cary Street Partners Investment Advisory
Virginia
$86.6K +$79.2K +2,004 New
3IP
808
3Chopt Investment Partners
Virginia
$86.2K +$78.8K +1,994 New
WT
809
Washington Trust
Rhode Island
$84K
SC
810
SouthState Corp
Florida
$82.4K
HPC
811
HM Payson & Co
Maine
$81.4K +$3.24K +82 +5%
FPB
812
First PREMIER Bank
South Dakota
$81K
CNBTD
813
Citizens National Bank Trust Department
Mississippi
$80K
IFAM
814
Institutional & Family Asset Management
Colorado
$79.2K -$6.48K -164 -8%
TCOV
815
Trust Company of Vermont
Vermont
$77.8K -$9.88K -250 -12%
LCM
816
Logan Capital Management
Pennsylvania
$75.2K -$30K -760 -30%
GCM
817
Gables Capital Management
Florida
$73.5K -$3.95K -100 -6%
POIA
818
Pin Oak Investment Advisors
Texas
$73K
MHR
819
Matthew Hamilton Rosenberg
$71.9K +$40 +1 +0.1%
AAG
820
Armstrong Advisory Group
Massachusetts
$71.1K +$65K +1,645 New
Loomis, Sayles & Company
821
Loomis, Sayles & Company
Massachusetts
$71K +$45K +1,139 +228%
WB
822
Webster Bank
Connecticut
$70K
IGWM
823
ICA Group Wealth Management
Colorado
$69.3K -$793K -20,066 -93%
PWMG
824
Prestige Wealth Management Group
New Jersey
$69.2K
MA
825
Montag & Associates
Georgia
$68.1K