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Bank of N.T. Butterfield & Son

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$1K
AWM
152
Accurate Wealth Management
Florida
$912 +$992 +30 New
TWA
153
TCI Wealth Advisors
Arizona
$775 +$33 +1 +4%
BAM
154
Belpointe Asset Management
Nevada
$745 +$826 +25 New
Federated Hermes
155
Federated Hermes
Pennsylvania
$596 -$406K -12,295 -100%
BIA
156
Bell Investment Advisors
California
$507 -$1.26K -38 -69%
SIC
157
SJS Investment Consulting
Ohio
$447 +$198 +6 +67%
DI
158
Disciplined Investments
Oklahoma
$268 -$198 -6 -40%
AF
159
Allworth Financial
California
$209
TWP
160
TFO Wealth Partners
Ohio
$26 +$33 +1 New
LI
161
Leeward Investments
Massachusetts
-$20.1M -618,420 Closed
PFMOSF
162
Philadelphia Financial Management of San Francisco
California
-$11.8M -363,925 Closed
Wellington Management Group
163
Wellington Management Group
Massachusetts
-$7.35M -226,364 Closed
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
-$499K -15,386 Closed
OQS
165
Occudo Quantitative Strategies
Florida
-$376K -11,598 Closed
DCM
166
Dupont Capital Management
Delaware
-$333K -10,256 Closed
SSA
167
Schonfeld Strategic Advisors
New York
-$305K -9,400 Closed
Man Group
168
Man Group
United Kingdom
-$241K -7,436 Closed
PHK
169
Point72 Hong Kong
Hong Kong
-$30K -933 Closed
WT
170
Whittier Trust
California
-$22K -682 Closed
KTC
171
Kistler-Tiffany Companies
Pennsylvania
-$8K -248 Closed
EWA
172
EverSource Wealth Advisors
Alabama
-$5K -153 Closed
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
+$298 +9 +225%
C
174
Covestor
United Kingdom
+$364 +11 New
SFG
175
Steward Financial Group
Texas
+$661 +20 New