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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1201
Holderness Investments Company
North Carolina
$202K
HGA
1202
Hobbs Group Advisors
South Carolina
$201K +$77 +1 +0%
ESB
1203
Essex Savings Bank
Connecticut
$201K -$104K -1,362 -33%
FIM
1204
FWL Investment Management
Texas
$201K -$4.35M -56,774 -95%
TPCW
1205
TD Private Client Wealth
New York
$199K -$344K -4,493 -62%
MAFA
1206
MJT & Associates Financial Advisory
Minnesota
$197K +$12.3K +161 +6%
Federated Hermes
1207
Federated Hermes
Pennsylvania
$196K -$32.9K -429 -14%
MC
1208
Mathes Company
New York
$195K
VFM
1209
Vision Financial Markets
Connecticut
$190K +$77 +1 +0%
MA
1210
MCF Advisors
Kentucky
$190K +$2.45K +32 +1%
HI
1211
Harbour Investments
Wisconsin
$187K -$1.69K -22 -0.9%
CAM
1212
Chesapeake Asset Management
New York
$186K +$3.83K +50 +2%
TPBG
1213
Turning Point Benefit Group
Maryland
$185K +$194K +2,538 New
ACM
1214
Aster Capital Management
United Arab Emirates
$185K -$77.3K -1,010 -28%
PWA
1215
Physician Wealth Advisors
Utah
$177K +$1.84K +24 +1%
LWCFA
1216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K
WSCM
1217
Wellington Shields Capital Management
New York
$172K +$76.6K +1,000 +73%
ITIM
1218
Indiana Trust & Investment Management
Indiana
$170K
DSC
1219
Duncker Streett & Co
Missouri
$170K
MA
1220
Montag & Associates
Georgia
$169K +$2.07K +27 +1%
GWSG
1221
GPS Wealth Strategies Group
Colorado
$166K
ANBT
1222
American National Bank & Trust
Texas
$166K -$6.2K -81 -3%
ADL
1223
Asset Dedication LLC
California
$165K
HPC
1224
HM Payson & Co
Maine
$154K +$38.3K +500 +31%
WA
1225
Whipplewood Advisors
Colorado
$149K -$2.53K -33 -2%