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Name Holding Trade Value Shares
Change
Change in
Stake
FC
401
Ferris Capital
Massachusetts
$12K
HFM
402
Hartford Financial Management
Connecticut
$12K
SNT
403
Security National Trust
West Virginia
$12K
IF
404
Ironwood Financial
Arizona
$12K +$11.9K +100 New
TPWA
405
TRUE Private Wealth Advisors
Oregon
$11.3K +$10.9K +92 New
Federated Hermes
406
Federated Hermes
Pennsylvania
$11K
GAM
407
Gemmer Asset Management
California
$11K
WAM
408
Watermark Asset Management
California
$11K
CTC
409
Central Trust Company
Missouri
$10K
WTB
410
Washington Trust Bank
Washington
$10K
PWAG
411
Polaris Wealth Advisory Group
California
$10K +$9.49K +80 New
BL
412
Balentine LLC
Georgia
$10K +$9.85K +83 New
GEA
413
Glen Eagle Advisors
New Jersey
$9.22K
SF
414
Synovus Financial
Georgia
$9K -$10.1K -85 -53%
CHP
415
Cable Hill Partners
Oregon
$9K
WC
416
Whitney & Co
New York
$9K +$10.4K +88 New
DAM
417
Delta Asset Management
Tennessee
$8K
LA
418
Legacy Advisors
Pennsylvania
$8K +$7.95K +67 New
SCM
419
Southport Capital Management
Tennessee
$8K +$7.95K +67 New
TJHA
420
Thomas J. Herzfeld Advisors
Florida
$7K -$2.49K -21 -27%
IFAM
421
Institutional & Family Asset Management
Colorado
$7K -$475 -4 -6%
WB
422
Webster Bank
Connecticut
$7K
BNP Paribas Financial Markets
423
BNP Paribas Financial Markets
France
$6.4K -$119 -1 -2%
CB
424
CNB Bank
Pennsylvania
$6K
HMS
425
Hanseatic Management Services
New Mexico
$6K