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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
876
Parsons Capital Management
Rhode Island
$641K +$1.78K +22 +0.3%
BHBT
877
Burke & Herbert Bank & Trust
Virginia
$640K +$5.34K +66 +0.9%
DAM
878
Delta Asset Management
Tennessee
$640K +$163K +2,007 +38%
WDG
879
Wealth Dimensions Group
Ohio
$631K +$101K +1,251 +21%
CWM
880
Congress Wealth Management
Massachusetts
$628K +$61.7K +762 +12%
LWM
881
Laidlaw Wealth Management
New York
$627K -$146K -1,797 -20%
BMC
882
Benin Management Corp
Connecticut
$624K -$13.8K -171 -2%
CM
883
Capula Management
Cayman Islands
$619K +$571K +7,056 New
FHA
884
First Horizon Advisors
Tennessee
$614K +$38.9K +480 +7%
MF
885
Magnetar Financial
Illinois
$614K +$567K +6,999 New
FMLI
886
Fukoku Mutual Life Insurance
Japan
$612K
BHIA
887
Birch Hill Investment Advisors
Massachusetts
$610K -$143K -1,768 -20%
CI
888
Conning Inc
Connecticut
$605K -$221K -2,729 -28%
EWM
889
Endurance Wealth Management
Rhode Island
$599K -$59.9K -740 -10%
PIFP
890
Partners in Financial Planning
Virginia
$599K +$243 +3 +0%
CFMC
891
Curbstone Financial Management Corp
New Hampshire
$598K
BWA
892
Burt Wealth Advisors
Maryland
$598K -$5.99K -74 -1%
GL
893
Graypoint LLC
New York
$597K +$16.4K +202 +3%
NP
894
NorthRock Partners
Minnesota
$595K -$80.5K -994 -13%
HCM
895
Hillman Capital Management
Maryland
$592K -$138K -1,700 -20%
WR
896
WD Rutherford
Oregon
$592K
LFA
897
Legacy Financial Advisors
Kentucky
$591K +$99.8K +1,233 +22%
BFA
898
Buttonwood Financial Advisors
Maryland
$591K -$2.83K -35 -0.5%
RT
899
Rockland Trust
Massachusetts
$588K -$44.1K -544 -7%
BTW
900
Boston Trust Walden
Massachusetts
$588K -$2.35K -29 -0.4%