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Name Holding Trade Value Shares
Change
Change in
Stake
BI
401
Bramshill Investments
Florida
$13K +$12.2K +103 New
FC
402
Ferris Capital
Massachusetts
$12K – – –
HFM
403
Hartford Financial Management
Connecticut
$12K – – –
SNT
404
Security National Trust
West Virginia
$12K – – –
IF
405
Ironwood Financial
Arizona
$12K +$11.9K +100 New
TPWA
406
TRUE Private Wealth Advisors
Oregon
$11.3K +$10.9K +92 New
Federated Hermes
407
Federated Hermes
Pennsylvania
$11K – – –
GAM
408
Gemmer Asset Management
California
$11K – – –
WAM
409
Watermark Asset Management
California
$11K – – –
CTC
410
Central Trust Company
Missouri
$10K – – –
WTB
411
Washington Trust Bank
Washington
$10K – – –
PWAG
412
Polaris Wealth Advisory Group
California
$10K +$9.49K +80 New
BL
413
Balentine LLC
Georgia
$10K +$9.85K +83 New
GEA
414
Glen Eagle Advisors
New Jersey
$9.22K – – –
SF
415
Synovus Financial
Georgia
$9K -$10.1K -85 -53%
CHP
416
Cable Hill Partners
Oregon
$9K – – –
WC
417
Whitney & Co
New York
$9K +$10.4K +88 New
DAM
418
Delta Asset Management
Tennessee
$8K – – –
LA
419
Legacy Advisors
Pennsylvania
$8K +$7.95K +67 New
SCM
420
Southport Capital Management
Tennessee
$8K +$7.95K +67 New
TJHA
421
Thomas J. Herzfeld Advisors
Florida
$7K -$2.49K -21 -27%
IFAM
422
Institutional & Family Asset Management
Colorado
$7K -$475 -4 -6%
WB
423
Webster Bank
Connecticut
$7K – – –
BNP Paribas Financial Markets
424
BNP Paribas Financial Markets
France
$6.4K -$119 -1 -2%
CB
425
CNB Bank
Pennsylvania
$6K – – –