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Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
701
Natixis Investment Managers International
France
$80.7K
PMFA
702
Plante Moran Financial Advisors
Michigan
$76.8K
KSB
703
Kennebec Savings Bank
Maine
$73.6K
AF
704
Allworth Financial
California
$70.8K +$10.6K +133 +17%
RA
705
Ransom Advisory
Rhode Island
$70.7K
SPF
706
South Plains Financial
Texas
$70.4K +$77.6K +970 New
USB
707
Union Savings Bank
Connecticut
$70.3K +$17.5K +219 +29%
IIM
708
Intact Investment Management
Quebec, Canada
$66.8K
SIM
709
Sentry Investment Management
Wisconsin
$61K -$11K -137 -14%
CA
710
Clearstead Advisors
Ohio
$58.6K +$1.12K +14 +2%
ST
711
Smithfield Trust
Pennsylvania
$58K
EWM
712
Evermay Wealth Management
Virginia
$57.8K -$89.4K -1,117 -58%
AAP
713
Arax Advisory Partners
Colorado
$56.2K +$26.4K +330 +74%
BAM
714
Bellevue Asset Management
Washington
$56.1K
CTC
715
Central Trust Company
Missouri
$54K -$400 -5 -0.7%
PPC
716
Park Place Capital
Alabama
$51.2K -$1.68K -21 -3%
MPWT
717
MassMutual Private Wealth & Trust
Connecticut
$51K +$11.8K +148 +27%
BGAI
718
Bruce G. Allen Investments
Colorado
$50.7K +$800 +10 +1%
CH
719
Cromwell Holdings
Wyoming
$50.3K
GM
720
GeoWealth Management
Illinois
$49.6K +$25.8K +322 +89%
HWM
721
Hemington Wealth Management
Virginia
$49K +$4K +50 +8%
LB
722
Legacy Bridge
Iowa
$47.2K
GRP
723
Global Retirement Partners
California
$45.5K -$15.1K -189 -23%
FFO
724
Fortitude Family Office
Arizona
$44.7K
HI
725
Harbour Investments
Wisconsin
$43K -$15.5K -194 -25%