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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1001
Colonial Trust Advisors
South Carolina
$190K -$71 -2 -0%
BAMCO Inc
1002
BAMCO Inc
New York
$180K
DMBA
1003
Deseret Mutual Benefit Administrators
Utah
$177K +$14.9K +422 +10%
SOW
1004
State of Wyoming
Wyoming
$175K -$49.6K -1,402 -24%
BTI
1005
Blue Trust Inc
Georgia
$175K -$2.83K -80 -2%
SIS
1006
Sound Income Strategies
Florida
$175K +$6.79K +192 +4%
TIM
1007
Thompson Investment Management
Wisconsin
$170K
HWM
1008
HighMark Wealth Management
Minnesota
$165K +$71 +2 +0%
AF
1009
Allworth Financial
California
$157K -$6.01K -170 -4%
SWM
1010
Spire Wealth Management
Virginia
$155K -$12.8K -362 -8%
TF
1011
Tompkins Financial
New York
$154K
OCM
1012
Osterweis Capital Management
California
$153K -$1.77K -50 -1%
NF
1013
Norwood Financial
Pennsylvania
$150K -$14.1K -400 -9%
FFA
1014
Farther Finance Advisors
California
$148K +$11.9K +338 +10%
BC
1015
Belmont Capital
California
$147K +$134K +3,800 New
CAM
1016
Chesapeake Asset Management
New York
$146K -$65.7K -1,858 -33%
MPWT
1017
MassMutual Private Wealth & Trust
Connecticut
$141K -$6.93K -196 -5%
RMC
1018
Resources Management Corp
Connecticut
$139K
AA
1019
Alta Advisers
United Kingdom
$139K
A
1020
AlphaQuest
New York
$133K +$122K +3,440 New
NS
1021
NBC Securities
Alabama
$131K -$566 -16 -0.5%
FMTCOCP
1022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$129K
WT
1023
Washington Trust
Rhode Island
$128K +$3.96K +112 +3%
GWM
1024
Geneos Wealth Management
Colorado
$128K
CT
1025
Cambridge Trust
Massachusetts
$128K