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Name Holding Trade Value Shares
Change
Change in
Stake
Webster Bank
1301
Webster Bank
Connecticut
$163K – – –
ATC
1302
Adirondack Trust Company
New York
$158K – – –
Plante Moran Financial Advisors
1303
Plante Moran Financial Advisors
Michigan
$157K -$81.8K -981 -34%
CCC
1304
Chelsea Counsel Company
California
$154K – – –
CH
1305
Cromwell Holdings
Wyoming
$152K +$500 +6 +0.3%
SIM
1306
Sentry Investment Management
Wisconsin
$151K – – –
MUFG Securities EMEA
1307
MUFG Securities EMEA
United Kingdom
$151K +$154K +1,846 New
GWS
1308
Greykasell Wealth Strategies
California
$150K – – –
CB
1309
Centennial Bank
Arkansas
$148K -$17.5K -210 -10%
MV Capital Management
1310
MV Capital Management
Maryland
$148K -$917 -11 -0.6%
IHWM
1311
Iron Horse Wealth Management
Iowa
$147K +$12.5K +150 +9%
DT Investment Partners
1312
DT Investment Partners
Pennsylvania
$147K – – –
Smithfield Trust
1313
Smithfield Trust
Pennsylvania
$144K – – –
Crewe Advisors
1314
Crewe Advisors
Utah
$143K +$41.3K +495 +39%
TLA
1315
Tanglewood Legacy Advisors
Texas
$139K – – –
Perkins Coie Trust Company
1316
Perkins Coie Trust Company
Washington
$139K -$667 -8 -0.5%
GeoWealth Management
1317
GeoWealth Management
Illinois
$138K -$38K -456 -21%
Center for Financial Planning
1318
Center for Financial Planning
Michigan
$138K +$82.8K +993 +142%
BWAM
1319
Boyd Watterson Asset Management
Ohio
$135K – – –
CSB
1320
City State Bank
Iowa
$133K +$49.6K +595 +57%
EPW
1321
Evergreen Private Wealth
Colorado
$132K -$6.5K -78 -5%
HM Payson & Co
1322
HM Payson & Co
Maine
$131K – – –
JFS Wealth Advisors
1323
JFS Wealth Advisors
Pennsylvania
$128K +$6K +72 +5%
HFM
1324
Hartford Financial Management
Connecticut
$128K -$11K -132 -8%
OL
1325
OneFund LLC
Florida
$124K +$127K +1,525 New