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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
601
Confluence Wealth Services
Pennsylvania
$1.06M +$279K +3,455 +38%
WTC
602
WhitTier Trust Company
Nevada
$1.06M -$31.5K -391 -3%
GI
603
GAMMA Investing
California
$1.05M +$211K +2,614 +27%
Capstone Investment Advisors
604
Capstone Investment Advisors
New York
$1.04M -$697K -8,644 -41%
MAM
605
Mystic Asset Management
Rhode Island
$1.04M -$5.32K -66 -0.5%
PCA
606
Peddock Capital Advisors
Massachusetts
$1.04M
Balyasny Asset Management
607
Balyasny Asset Management
Illinois
$1.04M -$303K -3,759 -23%
DI
608
Diligent Investors
California
$1.03M +$4.27K +53 +0.4%
APG
609
Abacus Planning Group
South Carolina
$1.02M +$1.29K +16 +0.1%
WT
610
Whittier Trust
California
$1.02M
CIEC
611
Crédit Industriel et Commercial
France
$1.02M -$1.92M -23,788 -66%
WANY
612
Wealthspire Advisors (New York)
New York
$1.01M +$161K +1,999 +20%
NL
613
Navalign LLC
California
$1.01M +$6.29K +78 +0.7%
NB
614
NBT Bank
New York
$1M
TPA
615
Trivium Point Advisory
Connecticut
$1M +$15.7K +195 +2%
TG
616
TCW Group
California
$1,000K -$25.8K -320 -3%
GSB
617
Greenfield Savings Bank
Massachusetts
$997K -$44.4K -550 -4%
MC
618
Moors & Cabot
Massachusetts
$995K -$12.1K -150 -1%
PSP
619
Principal Street Partners
Tennessee
$990K -$242 -3 -0%
GAM
620
Generali Asset Management
Italy
$986K -$1.6M -19,844 -63%
AP
621
Americana Partners
Texas
$983K +$65.1K +807 +7%
BCM
622
Birmingham Capital Management
Alabama
$974K
PFM
623
Premier Fund Managers
United Kingdom
$973K +$32.3K +400 +4%
PIM
624
Penobscot Investment Management
Massachusetts
$973K -$20.3K -252 -2%
VI
625
Vestcor Inc
New Brunswick, Canada
$964K