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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
651
Capital Advisors Ltd
Ohio
$118K +$9.64K +22 +9%
CLOS
652
Compagnie Lombard Odier SCmA
Switzerland
$116K
BTI
653
Blue Trust Inc
Georgia
$110K +$18K +41 +20%
SS
654
SBI Securities
Japan
$104K +$6.57K +15 +7%
AA
655
Addison Advisors
Vermont
$101K
BBHC
656
Brown Brothers Harriman & Co
New York
$101K +$8.32K +19 +9%
FHA
657
First Horizon Advisors
Tennessee
$95.1K -$438 -1 -0.5%
CI
658
CX Institutional
Indiana
$93K +$33.3K +76 +58%
OP
659
ORG Partners
Indiana
$92.7K +$11K +25 +14%
PCM
660
Penserra Capital Management
California
$92K +$10.1K +23 +12%
PTC
661
Private Trust Company
Ohio
$87.2K -$41.6K -95 -33%
Swedbank
662
Swedbank
Sweden
$82.7K
JWA
663
JFS Wealth Advisors
Pennsylvania
$81.9K -$82.8K -189 -51%
AWM
664
Atticus Wealth Management
Florida
$80.5K
CYG
665
Clean Yield Group
Vermont
$79.2K
AAP
666
Arax Advisory Partners
Colorado
$77.8K +$67.5K +154 +770%
CT
667
Coastline Trust
Rhode Island
$76K
Federated Hermes
668
Federated Hermes
Pennsylvania
$73.8K -$876 -2 -1%
BIG
669
Brooklyn Investment Group
New York
$72.9K +$22.3K +51 +46%
AUB
670
Atlantic Union Bankshares
Virginia
$72.5K +$71K +162 New
BGAI
671
Bruce G. Allen Investments
Colorado
$68K -$438 -1 -0.7%
HNB
672
Hilltop National Bank
Wyoming
$67.1K +$65.7K +150 New
RF
673
Rossby Financial
Florida
$65.3K
LAM
674
Lummis Asset Management
Texas
$62.6K
EWA
675
EverSource Wealth Advisors
Alabama
$61.8K +$22.3K +51 +59%