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Name Holding Trade Value Shares
Change
Change in
Stake
SLI
1001
Sumitomo Life Insurance
Japan
$196K -$33.3K -466 -14%
SC
1002
SouthState Corp
Florida
$194K -$3.43K -48 -2%
SIM
1003
Sentry Investment Management
Wisconsin
$193K -$40.2K -563 -17%
MCM
1004
MV Capital Management
Maryland
$188K -$143 -2 -0.1%
CB
1005
Community Bank
New York
$185K – – –
UFF
1006
USA Financial Formulas
Michigan
$183K +$186K +2,602 New
USB
1007
Union Savings Bank
Connecticut
$182K – – –
CT
1008
Caldwell Trust
Florida
$182K -$2.21K -31 -1%
TCOV
1009
Trust Company of Vermont
Vermont
$179K +$5.07K +71 +3%
AT
1010
Arlington Trust
Alabama
$178K – – –
AFWM
1011
Abich Financial Wealth Management
Virginia
$175K +$177K +2,475 +16,500%
BEI
1012
Benjamin Edwards Inc
Missouri
$170K +$3.57K +50 +2%
SS
1013
Sunbelt Securities
Texas
$166K -$71 -1 -0%
IBOK
1014
Independence Bank of Kentucky
Kentucky
$165K – – –
ZB
1015
Zions Bancorporation
Utah
$165K -$40.1K -561 -19%
SIC
1016
Salem Investment Counselors
North Carolina
$165K – – –
RFS
1017
Richardson Financial Services
Massachusetts
$162K -$75.1K -1,052 -31%
OA
1018
Operose Advisors
Wisconsin
$160K – – –
GEA
1019
Glen Eagle Advisors
New Jersey
$160K -$26.6K -372 -14%
SWM
1020
Sugarloaf Wealth Management
Georgia
$156K – – –
MPWT
1021
MassMutual Private Wealth & Trust
Connecticut
$153K +$25.9K +363 +20%
GITFIT
1022
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$147K +$14.3K +200 +11%
HGERS
1023
Householder Group Estate & Retirement Specialist
Arizona
$147K +$13.8K +193 +10%
CFO
1024
CVA Family Office
Colorado
$147K +$3.71K +52 +3%
QL
1025
Quarry LP
New York
$147K +$90.7K +1,270 +155%