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Name Holding Trade Value Shares
Change
Change in
Stake
Clearstead Advisors
576
Clearstead Advisors
Ohio
$177K +$51.9K +1,031 +43%
Quadrant Capital Group
577
Quadrant Capital Group
Ohio
$175K +$9.91K +197 +6%
Blue Trust Inc
578
Blue Trust Inc
Georgia
$173K -$8.2K -163 -4%
SIM
579
Sentry Investment Management
Wisconsin
$159K -$3.37K -67 -2%
RMC
580
Resources Management Corp
Connecticut
$152K -$717K -14,243 -90%
WB
581
Webster Bank
Connecticut
$148K +$604 +12 +0.4%
Washington Trust
582
Washington Trust
Rhode Island
$147K -$654 -13 -0.5%
CSPIA
583
Cary Street Partners Investment Advisory
Virginia
$143K – – –
CB
584
CNB Bank
Pennsylvania
$142K – – –
SOW
585
State of Wyoming
Wyoming
$141K -$40.6K -808 -23%
CWM
586
Compass Wealth Management
Connecticut
$135K – – –
TCTC Holdings
587
TCTC Holdings
Texas
$129K +$34.4K +683 +37%
PPC
588
Park Place Capital
Alabama
$121K +$14.9K +296 +14%
TF
589
TimeScale Financial
Massachusetts
$120K – – –
Belpointe Asset Management
590
Belpointe Asset Management
Nevada
$116K +$76.7K +1,524 +206%
Steward Partners Investment Advisory
591
Steward Partners Investment Advisory
New York
$110K +$101 +2 +0.1%
Central Trust Company
592
Central Trust Company
Missouri
$99.2K – – –
BWA
593
BDO Wealth Advisors
Florida
$97.9K +$13.4K +266 +16%
CT
594
Cambridge Trust
Massachusetts
$97.6K -$20K -398 -17%
BWM
595
BerganKDV Wealth Management
Minnesota
$94.2K – – –
Bartlett & Co
596
Bartlett & Co
Ohio
$87K -$2.46K -49 -3%
Bartlett & Co Wealth Management
597
Bartlett & Co Wealth Management
Ohio
$86.9K -$2.46K -49 -3%
AA
598
Alta Advisers
United Kingdom
$81.8K – – –
TCOV
599
Trust Company of Vermont
Vermont
$76.3K – – –
EverSource Wealth Advisors
600
EverSource Wealth Advisors
Alabama
$75.3K -$755 -15 -1%