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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1051
Sentry Investment Management
Wisconsin
$132K -$40.9K -1,090 -23%
FMTCOCP
1052
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$130K – – –
Cohen & Steers
1053
Cohen & Steers
New York
$124K -$207K -5,532 -63%
CSP
1054
Cary Street Partners
Virginia
$124K -$15.3K -408 -11%
WT
1055
Washington Trust
Rhode Island
$122K -$150 -4 -0.1%
DJSG
1056
D.J. St. Germain
Massachusetts
$121K – – –
CCA
1057
Catalyst Capital Advisors
New York
$115K +$78.3K +2,088 +235%
MMCM
1058
Murphy & Mullick Capital Management
New York
$114K – – –
PWS
1059
Peterson Wealth Services
Utah
$112K +$675 +18 +0.6%
WF
1060
Wayfinding Financial
Washington
$111K +$107K +2,866 New
RCM
1061
Richardson Capital Management
Wisconsin
$109K +$105K +2,800 New
OP
1062
ORG Partners
Indiana
$108K -$27.6K -736 -24%
LI
1063
LRI Investments
Florida
$105K – – –
TCOV
1064
Trust Company of Vermont
Vermont
$105K – – –
UCB
1065
United Community Bank
South Carolina
$105K – – –
RIL
1066
Rothschild Investment LLC
Illinois
$103K -$10.6K -282 -10%
KFI
1067
Key Financial Inc
Pennsylvania
$101K – – –
IFS
1068
Intelligent Financial Strategies
Minnesota
$97.8K – – –
1IA
1069
1620 Investment Advisors
Massachusetts
$96.2K – – –
RA
1070
Rise Advisors
New York
$96.2K -$675 -18 -0.7%
CH
1071
Cromwell Holdings
Wyoming
$95.3K +$2.25K +60 +3%
PCFFS
1072
Pacific Center for Financial Services
California
$93.1K – – –
MAFA
1073
MJT & Associates Financial Advisory
Minnesota
$93.1K +$90K +2,400 New
OWP
1074
ORG Wealth Partners
Texas
$90.3K -$314K -8,390 -78%
TPCW
1075
TD Private Client Wealth
New York
$87.2K -$19.2K -512 -19%