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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
576
Parkside Financial Bank & Trust
Missouri
$29.9K +$233 +1 +0.7%
TSMHT
577
Thurston Springer Miller Herd & Titak
Indiana
$29.3K -$196K -838 -86%
QL
578
Quarry LP
New York
$27.3K +$29.4K +126 New
AUB
579
Atlantic Union Bankshares
Virginia
$25.2K -$3.03K -13 -10%
KAS
580
Kemnay Advisory Services
New York
$25.2K +$27.1K +116 New
LCA
581
Legend Capital Advisors
New York
$25K +$26.8K +115 New
CCM
582
Copeland Capital Management
Pennsylvania
$24.1K -$19.2M -82,166 -100%
TC
583
Trust Company
Kansas
$23.4K – – –
IWS
584
Intentional Wealth Strategies
Colorado
$23K +$24.7K +106 New
OL
585
OneFund LLC
Florida
$22.9K -$2.1K -9 -8%
HFS
586
Horizon Financial Services
North Carolina
$22.1K +$20.8K +89 +685%
BWL
587
Bogart Wealth LLC
Virginia
$21K +$700 +3 +3%
FHC
588
First Horizon Corporation
Tennessee
$20.8K -$233 -1 -1%
TFA
589
Transamerica Financial Advisors
Florida
$20.7K +$21.7K +93 +4,650%
FCT
590
First Community Trust
Iowa
$20.2K – – –
UCB
591
United Community Bank
South Carolina
$20K +$21.5K +92 New
WTA
592
Washington Trust Advisors
Massachusetts
$19.5K -$233 -1 -1%
CH
593
Cromwell Holdings
Wyoming
$18.9K -$467 -2 -2%
DIP
594
DT Investment Partners
Pennsylvania
$17.4K – – –
ST
595
Smithfield Trust
Pennsylvania
$17K – – –
CTC
596
Central Trust Company
Missouri
$16.9K – – –
HI
597
Harbour Investments
Wisconsin
$16.9K +$13.1K +56 +267%
QC
598
Quent Capital
New York
$16.3K -$2.1K -9 -11%
HFM
599
Hartford Financial Management
Connecticut
$16.3K – – –
CB
600
Community Bank
New York
$16.1K – – –
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