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Name Holding Trade Value Shares
Change
Change in
Stake
NP
476
NorthRock Partners
Minnesota
$165K +$2.02K +127 +2%
HIP
477
HUB Investment Partners
Texas
$164K +$132K +8,332 New
HI
478
Harbour Investments
Wisconsin
$157K -$17.6K -1,107 -12%
HIIFS
479
Harel Insurance Investments & Financial Services
Israel
$153K -$13.7K -860 -10%
BWM
480
BlackDiamond Wealth Management
New York
$150K
DMIC
481
Dixon Mitchell Investment Counsel
British Columbia, Canada
$147K +$118K +7,434 New
GBT
482
Grove Bank & Trust
Florida
$145K +$26.6K +1,674 +30%
Bessemer Group
483
Bessemer Group
New Jersey
$140K +$97.4K +6,134 +634%
GC
484
Gould Capital
Washington
$138K +$397 +25 +0.4%
Fifth Third Bancorp
485
Fifth Third Bancorp
Ohio
$132K +$55.8K +3,514 +111%
Acadian Asset Management
486
Acadian Asset Management
Massachusetts
$130K +$105K +6,637 New
MSFP
487
Mark Sheptoff Financial Planning
Connecticut
$129K
CCP
488
Caden Capital Partners
California
$128K +$103K +6,519 New
NSIM
489
North Star Investment Management
Illinois
$124K +$476 +30 +0.5%
IAIM
490
International Assets Investment Management
Florida
$117K +$93.9K +5,917 New
HPC
491
HM Payson & Co
Maine
$114K +$7.38K +465 +9%
TCOV
492
Trust Company of Vermont
Vermont
$113K
T
493
Tidemark
California
$110K
LWCFA
494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$109K
CI
495
CX Institutional
Indiana
$108K -$4.73K -298 -5%
SAM
496
Smartleaf Asset Management
Massachusetts
$108K +$37.7K +2,372 +76%
CJ
497
Caitlin John
Michigan
$104K -$79 -5 -0.1%
EWA
498
EverSource Wealth Advisors
Alabama
$104K +$8.19K +516 +11%
AUB
499
Atlantic Union Bankshares
Virginia
$103K +$3.24K +204 +4%
FHC
500
First Horizon Corporation
Tennessee
$97.3K -$14K -880 -15%