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Name Holding Trade Value Shares
Change
Change in
Stake
STA
751
Summit Trail Advisors
New York
$250K +$39.3K +1,335 +19%
CFG
752
Citizens Financial Group
Rhode Island
$248K -$11.4K -389 -5%
SCM
753
Sterneck Capital Management
Missouri
$248K -$8.83K -300 -4%
CC
754
Corton Capital
Ontario, Canada
$247K -$444K -15,076 -65%
Fayez Sarofim & Co
755
Fayez Sarofim & Co
Texas
$247K – – –
CT
756
Cambridge Trust
Massachusetts
$246K +$4.42K +150 +2%
FWCM
757
Ferguson Wellman Capital Management
Oregon
$244K +$19.1K +649 +9%
ANBT
758
American National Bank & Trust
Texas
$243K +$27.1K +920 +13%
SIA
759
SeaBridge Investment Advisors
New Jersey
$242K – – –
HCA
760
Hyperion Capital Advisors
New York
$241K +$235K +7,990 New
NW
761
NewEdge Wealth
Pennsylvania
$240K -$104K -3,522 -29%
SI
762
Seeds Investor
New York
$239K -$547K -18,584 -70%
CRC
763
Curi RMB Capital
Illinois
$239K -$235 -8 -0.1%
RWA
764
River Wealth Advisors
Pennsylvania
$238K +$231K +7,866 New
BBHC
765
Brown Brothers Harriman & Co
New York
$236K -$6.77K -230 -3%
BIA
766
Barry Investment Advisors
Massachusetts
$236K +$324 +11 +0.1%
TAM
767
Tocqueville Asset Management
New York
$235K +$16.8K +570 +8%
PT
768
Plimoth Trust
Massachusetts
$235K -$2.94K -100 -1%
PWPS
769
Pinnacle Wealth Planning Services
Ohio
$235K -$2.41K -82 -1%
GI
770
GAMMA Investing
California
$235K +$17.8K +604 +8%
AWA
771
Aaron Wealth Advisors
Illinois
$234K +$228K +7,741 New
CSPIA
772
Cary Street Partners Investment Advisory
Virginia
$232K -$69.1K -2,347 -23%
PS
773
Principal Securities
Iowa
$232K +$93.8K +3,187 +71%
ICG
774
InterOcean Capital Group
Tennessee
$232K +$2.97K +101 +1%
UCB
775
United Community Bank
South Carolina
$231K +$50.9K +1,730 +29%