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Name Holding Trade Value Shares
Change
Change in
Stake
NP
476
NorthRock Partners
Minnesota
$132K +$6.35K +397 +5%
BCWM
477
Bartlett & Co Wealth Management
Ohio
$122K
HI
478
Harbour Investments
Wisconsin
$121K +$1.17K +73 +0.9%
OIAM
479
OFI Invest Asset Management
France
$119K +$126K +7,913 New
DMIC
480
Dixon Mitchell Investment Counsel
British Columbia, Canada
$112K
LWCFA
481
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K
GBT
482
Grove Bank & Trust
Florida
$109K -$1.07K -67 -0.9%
GC
483
Gould Capital
Washington
$106K
NSIM
484
North Star Investment Management
Illinois
$96.8K +$2.09K +131 +2%
MSFP
485
Mark Sheptoff Financial Planning
Connecticut
$93.8K -$1.6K -100 -2%
AUB
486
Atlantic Union Bankshares
Virginia
$93.1K +$15.6K +977 +19%
CI
487
CX Institutional
Indiana
$92K +$10.4K +652 +12%
EWA
488
EverSource Wealth Advisors
Alabama
$87K +$8.44K +528 +10%
Fidelity International
489
Fidelity International
Bermuda
$86.8K +$92.2K +5,765 New
TWC
490
TD Waterhouse Canada
Ontario, Canada
$85.8K +$18.4K +1,150 +25%
T
491
Tidemark
California
$84.2K
HPC
492
HM Payson & Co
Maine
$80.2K -$7.43K -465 -8%
CJ
493
Caitlin John
Michigan
$79.5K
CIAM
494
Caitong International Asset Management
Hong Kong
$74.5K -$915K -57,218 -92%
FHC
495
First Horizon Corporation
Tennessee
$73.3K -$1.1K -69 -1%
Federated Hermes
496
Federated Hermes
Pennsylvania
$73K -$98.8K -6,182 -56%
SAM
497
Smartleaf Asset Management
Massachusetts
$67.7K -$13.5K -842 -15%
AF
498
Advisornet Financial
Minnesota
$67.5K +$3.42K +214 +5%
PCM
499
Penserra Capital Management
California
$67K +$2.3K +144 +3%
SA
500
Seneschal Advisors
Washington
$66.5K