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NiSource
NI

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
601
HM Payson & Co
Maine
$111K -$64.6K -1,561 -38%
CAM
602
Creekmur Asset Management
Illinois
$110K – – –
PTC
603
Private Trust Company
Ohio
$105K +$3.06K +74 +3%
SAM
604
Smartleaf Asset Management
Massachusetts
$103K -$2.81K -68 -3%
QCG
605
Quadrant Capital Group
Ohio
$81.6K +$78K +1,884 New
EB
606
Eastern Bank
Massachusetts
$77.3K -$15.5K -375 -17%
LSA
607
Leonteq Securities AG
Switzerland
$76K -$3.89K -94 -5%
WANY
608
Wealthspire Advisors (New York)
New York
$75.1K +$71.8K +1,735 New
SIS
609
Strategic Investment Solutions
Illinois
$72.4K – – –
RFP
610
Root Financial Partners
California
$71.3K +$68.2K +1,647 New
ARMT
611
Amica Retiree Medical Trust
Rhode Island
$70K – – –
WTC
612
WhitTier Trust Company
Nevada
$68.8K -$1.82K -44 -3%
LFG
613
Larson Financial Group
Missouri
$65.7K +$10.9K +264 +21%
CAM
614
Costello Asset Management
Pennsylvania
$65K – – –
HIA
615
Harbor Investment Advisory
Maryland
$65K – – –
HWM
616
Hemington Wealth Management
Virginia
$61K -$3.64K -88 -6%
CH
617
Cromwell Holdings
Wyoming
$59.2K – – –
RA
618
Rise Advisors
New York
$59K +$373 +9 +0.7%
CFB
619
Cullen/Frost Bankers
Texas
$57.6K -$5.34K -129 -9%
BHWM
620
Beaird Harris Wealth Management
Texas
$57.5K – – –
GWM
621
Geneos Wealth Management
Colorado
$54.7K -$286K -6,917 -85%
LWMI
622
Legacy Wealth Management (Idaho)
Idaho
$54K -$1.86K -45 -3%
SIM
623
Sentry Investment Management
Wisconsin
$52K +$48.6K +1,175 New
CA
624
Clearstead Advisors
Ohio
$49.1K – – –
OL
625
OneFund LLC
Florida
$48.6K +$1.66K +40 +4%
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25
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