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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$58.3K -$159 -10 -0.3%
CFD
627
Creative Financial Designs
Indiana
$57.6K – – –
TAM
628
Tucker Asset Management
Colorado
$57.2K – – –
CI Investments Inc
629
CI Investments Inc
Ontario, Canada
$56K -$12.6K -796 -19%
WT
630
Washington Trust
Rhode Island
$55.3K +$222 +14 +0.4%
TC
631
Truvestments Capital
Florida
$55.3K +$52.4K +3,300 New
CA
632
Centerpoint Advisors
Massachusetts
$55K -$7.19K -453 -12%
CTC
633
Central Trust Company
Missouri
$54.4K -$1.08K -68 -2%
CA
634
Continuum Advisory
Idaho
$53.6K -$666 -42 -1%
GM
635
GeoWealth Management
Illinois
$53.4K +$50.5K +3,185 New
CFB
636
Cullen/Frost Bankers
Texas
$53.1K -$47.9K -3,020 -49%
AF
637
Arrow Financial
New York
$52.2K +$32.7K +2,058 +195%
DMBA
638
Deseret Mutual Benefit Administrators
Utah
$51.8K -$7.52K -474 -13%
HPC
639
HM Payson & Co
Maine
$51.3K +$10.3K +650 +27%
WTC
640
WhitTier Trust Company
Nevada
$51.2K – – –
Federated Hermes
641
Federated Hermes
Pennsylvania
$50.4K +$2.32K +146 +5%
PTC
642
Private Trust Company
Ohio
$47.8K +$603 +38 +1%
CH
643
Cromwell Holdings
Wyoming
$47.5K – – –
WBC
644
Westpac Banking Corp
Australia
$46.5K – – –
BG
645
Bollard Group
Massachusetts
$46K +$333 +21 +0.8%
TCOV
646
Trust Company of Vermont
Vermont
$45.7K +$37K +2,329 +582%
VWM
647
Venturi Wealth Management
Texas
$42.3K +$15.5K +975 +63%
VCM
648
Versant Capital Management
Arizona
$41.5K -$508 -32 -1%
BWP
649
Baldwin Wealth Partners
Massachusetts
$40.5K -$1.06K -67 -3%
SWM
650
Spire Wealth Management
Virginia
$39.5K +$587 +37 +2%