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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
651
DT Investment Partners
Pennsylvania
$22.9K – – –
QC
652
Quent Capital
New York
$22.4K +$29.8K +78 New
HFM
653
Hartford Financial Management
Connecticut
$21.5K – – –
CB
654
Community Bank
New York
$21.2K +$28.3K +74 New
PMFA
655
Plante Moran Financial Advisors
Michigan
$20.1K – – –
SWM
656
Spire Wealth Management
Virginia
$19.5K +$764 +2 +3%
M
657
MOTCO
Texas
$19.2K – – –
SSG
658
Summit Securities Group
New York
$18.6K -$201K -526 -89%
MHR
659
Matthew Hamilton Rosenberg
$18.2K – – –
OAJ
660
Ogorek Anthony Joseph
New York
$18K – – –
ST
661
Smithfield Trust
Pennsylvania
$18K – – –
ARMT
662
Amica Retiree Medical Trust
Rhode Island
$18K +$23.7K +62 New
UB
663
UMB Bank
Missouri
$16.6K +$2.29K +6 +12%
ABWM
664
Alpine Bank Wealth Management
Colorado
$16.6K +$3.44K +9 +18%
CFB
665
Cullen/Frost Bankers
Texas
$15.2K -$13.4K -35 -40%
CA
666
Centerpoint Advisors
Massachusetts
$15K +$4.58K +12 +29%
WA
667
WPG Advisers
Maryland
$14.9K -$10.7K -28 -35%
CVM
668
Cheviot Value Management
California
$14.7K – – –
FUBT
669
First United Bank & Trust
Maryland
$14.3K – – –
TWC
670
TD Waterhouse Canada
Ontario, Canada
$13.5K -$1.91K -5 -10%
CT
671
Colonial Trust
South Carolina
$13.5K -$1.53K -4 -8%
SL
672
Salomon & Ludwin
Virginia
$13K +$17.6K +46 New
SC
673
SouthState Corp
Florida
$12.9K -$382 -1 -2%
WPWM
674
Western Pacific Wealth Management
Illinois
$12K – – –
GKIM
675
GW&K Investment Management
Massachusetts
$12K +$5.35K +14 +52%
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