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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Claro Advisors
Massachusetts
$201K +$1.2K +18 +0.6%
UB
827
UMB Bank
Missouri
$196K -$864 -13 -0.4%
AIC
828
Archer Investment Corporation
Indiana
$194K +$3.32K +50 +2%
FWM
829
Focused Wealth Management
New York
$190K +$2.66K +40 +1%
AWM
830
Accel Wealth Management
Iowa
$188K +$1.79K +27 +0.9%
SIM
831
Sentry Investment Management
Wisconsin
$187K – – –
BWP
832
Baldwin Wealth Partners
Massachusetts
$174K – – –
TCOV
833
Trust Company of Vermont
Vermont
$170K -$13K -195 -7%
VWM
834
Venturi Wealth Management
Texas
$159K +$166K +2,505 New
MA
835
Montag & Associates
Georgia
$146K – – –
MPWT
836
MassMutual Private Wealth & Trust
Connecticut
$143K +$7.44K +112 +5%
SAI
837
Systematic Alpha Investments
New Jersey
$141K +$147K +2,218 New
FFA
838
Farther Finance Advisors
California
$140K +$93K +1,400 +176%
SC
839
SouthState Corp
Florida
$136K -$117K -1,766 -45%
AIM
840
Acropolis Investment Management
Missouri
$136K -$66 -1 -0%
CFB
841
Cullen/Frost Bankers
Texas
$132K +$83.3K +1,254 +152%
AAG
842
Armstrong Advisory Group
Massachusetts
$130K – – –
AF
843
Allworth Financial
California
$130K +$1.99K +30 +1%
TCM
844
Tradewinds Capital Management
Washington
$128K +$1.73K +26 +1%
WT
845
Washington Trust
Rhode Island
$127K – – –
WTA
846
Washington Trust Advisors
Massachusetts
$127K – – –
WB
847
Webster Bank
Connecticut
$127K – – –
WSCM
848
Wellington Shields Capital Management
New York
$127K – – –
EWM
849
Endurance Wealth Management
Rhode Island
$125K – – –
PMFA
850
Plante Moran Financial Advisors
Michigan
$125K +$1.66K +25 +1%
32 33
34
35 36