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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
651
Quent Capital
New York
$22.4K +$29.8K +78 New
HFM
652
Hartford Financial Management
Connecticut
$21.5K – – –
CB
653
Community Bank
New York
$21.2K +$28.3K +74 New
PMFA
654
Plante Moran Financial Advisors
Michigan
$20.1K – – –
SWM
655
Spire Wealth Management
Virginia
$19.5K +$764 +2 +3%
M
656
MOTCO
Texas
$19.2K – – –
SSG
657
Summit Securities Group
New York
$18.6K -$201K -526 -89%
MHR
658
Matthew Hamilton Rosenberg
$18.2K – – –
OAJ
659
Ogorek Anthony Joseph
New York
$18K – – –
ST
660
Smithfield Trust
Pennsylvania
$18K – – –
ARMT
661
Amica Retiree Medical Trust
Rhode Island
$18K +$23.7K +62 New
UB
662
UMB Bank
Missouri
$16.6K +$2.29K +6 +12%
ABWM
663
Alpine Bank Wealth Management
Colorado
$16.6K +$3.44K +9 +18%
CFB
664
Cullen/Frost Bankers
Texas
$15.2K -$13.4K -35 -40%
CA
665
Centerpoint Advisors
Massachusetts
$15K +$4.58K +12 +29%
WA
666
WPG Advisers
Maryland
$14.9K -$10.7K -28 -35%
CVM
667
Cheviot Value Management
California
$14.7K – – –
FUBT
668
First United Bank & Trust
Maryland
$14.3K – – –
TWC
669
TD Waterhouse Canada
Ontario, Canada
$13.5K -$1.91K -5 -10%
CT
670
Colonial Trust
South Carolina
$13.5K -$1.53K -4 -8%
SL
671
Salomon & Ludwin
Virginia
$13K +$17.6K +46 New
SC
672
SouthState Corp
Florida
$12.9K -$382 -1 -2%
WPWM
673
Western Pacific Wealth Management
Illinois
$12K – – –
GKIM
674
GW&K Investment Management
Massachusetts
$12K +$5.35K +14 +52%
TPCW
675
TD Private Client Wealth
New York
$11.5K +$764 +2 +5%
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