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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1001
Loomis, Sayles & Company
Massachusetts
$78K +$24.3K +360 +37%
SSG
1002
Summit Securities Group
New York
$75K +$42.4K +628 +94%
FFA
1003
Farther Finance Advisors
California
$74.8K +$6.28K +93 +8%
WB
1004
Webster Bank
Connecticut
$73.3K
CT
1005
Cambridge Trust
Massachusetts
$70.7K
WT
1006
Washington Trust
Rhode Island
$70.2K +$3.51K +52 +4%
ST
1007
Smithfield Trust
Pennsylvania
$70K -$15.5K -230 -16%
OC
1008
Oakworth Capital
Alabama
$68.5K
NF
1009
Norwood Financial
Pennsylvania
$67K
CSPIA
1010
Cary Street Partners Investment Advisory
Virginia
$66.5K +$945 +14 +1%
EWA
1011
EverSource Wealth Advisors
Alabama
$64.8K -$13.2K -196 -15%
KA
1012
Kozak & Associates
Colorado
$64.5K -$9.25K -137 -11%
CB
1013
Community Bank
New York
$64.3K -$29.7K -440 -28%
PA
1014
PSI Advisors
Florida
$64.2K +$67 +1 +0.1%
RTC
1015
Riverview Trust Company
Washington
$63K
HCM
1016
Hollencrest Capital Management
California
$62.1K
IGWM
1017
ICA Group Wealth Management
Colorado
$61.8K
FFC
1018
First Financial Corp
Indiana
$61.5K
GFL
1019
Granite FO LLC
New Hampshire
$61.3K +$67.5K +1,000 New
TWA
1020
TCI Wealth Advisors
Arizona
$61K -$20.1K -298 -22%
HWA
1021
HHM Wealth Advisors
Tennessee
$60.1K +$7.42K +110 +12%
MPWT
1022
MassMutual Private Wealth & Trust
Connecticut
$59.7K +$2.5K +37 +4%
RCG
1023
Rock Creek Group
District of Columbia
$58.6K -$237K -3,519 -78%
HFM
1024
Harvest Fund Management
China
$58K -$76.5K -1,134 -53%
DAM
1025
Delta Asset Management
Tennessee
$57.3K