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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
976
Burke & Herbert Bank & Trust
Virginia
$210K -$23.9K -60 -11%
AA
977
Alta Advisers
United Kingdom
$210K
PFP
978
Paragon Financial Partners
California
$210K +$199K +500 New
PI
979
PGGM Investments
Netherlands
$210K
MFS
980
Mirabella Financial Services
United Kingdom
$209K +$198K +497 New
PGFC
981
Peapack-Gladstone Financial Corp
New Jersey
$206K +$195K +489 New
AIA
982
Alera Investment Advisors
Illinois
$206K +$195K +489 New
Federated Hermes
983
Federated Hermes
Pennsylvania
$205K -$2.79K -7 -1%
CWAG
984
Compton Wealth Advisory Group
Virginia
$204K +$193K +484 New
WHCFA
985
William Howard & Co Financial Advisors
Tennessee
$200K +$189K +475 New
BFO
986
Boston Family Office
Massachusetts
$200K +$189K +476 New
CFO
987
CVA Family Office
Colorado
$192K +$1.59K +4 +0.9%
GRP
988
Global Retirement Partners
California
$187K +$91.9K +231 +108%
UFF
989
USA Financial Formulas
Michigan
$187K -$83.2K -209 -32%
MPWT
990
MassMutual Private Wealth & Trust
Connecticut
$175K +$28.6K +72 +21%
AT
991
Arlington Trust
Alabama
$175K
B
992
Birchbrook
Maine
$168K
HCPC
993
Hamilton Capital Partners (Canada)
$168K
ICM
994
Islay Capital Management
Texas
$165K -$11.1K -28 -7%
HI
995
Harbour Investments
Wisconsin
$163K -$12.7K -32 -8%
CYG
996
Clean Yield Group
Vermont
$154K -$53.7K -135 -27%
MME
997
Meag Munich Ergo
Germany
$149K
HCP
998
Hexagon Capital Partners
Arkansas
$148K +$18.3K +46 +15%
JFGIW
999
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K +$85.9K +216 +169%
PFBT
1000
Parkside Financial Bank & Trust
Missouri
$144K -$796 -2 -0.6%