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Name Holding Trade Value Shares
Change
Change in
Stake
National Philanthropic Trust
776
National Philanthropic Trust
Pennsylvania
$518K +$2.36K +35 +0.5%
PWP
777
Principle Wealth Partners
Connecticut
$518K – – –
Eastern Bank
778
Eastern Bank
Massachusetts
$516K -$125K -1,851 -21%
Moneta Group Investment Advisors
779
Moneta Group Investment Advisors
Missouri
$514K -$167K -2,474 -26%
APWM
780
Argonautica Private Wealth Management
Massachusetts
$514K +$44.1K +654 +10%
RYIA
781
Roehl & Yi Investment Advisors
Oregon
$513K -$9.03K -134 -2%
BIM
782
Baldwin Investment Management
Pennsylvania
$513K – – –
Janus Henderson Group
783
Janus Henderson Group
$511K – – –
F.L. Putnam Investment Management
784
F.L. Putnam Investment Management
Massachusetts
$509K +$1.82K +27 +0.4%
BHBT
785
Burke & Herbert Bank & Trust
Virginia
$506K – – –
HCA
786
Harbour Capital Advisors
Virginia
$505K +$11.5K +170 +2%
WIC
787
Woodmont Investment Counsel
Tennessee
$501K – – –
EG
788
Ellerson Group
Maryland
$501K -$58.3K -866 -11%
BCMLT
789
Beacon Capital Management LLC (Tennessee)
Tennessee
$501K -$3.03K -45 -0.7%
Geneos Wealth Management
790
Geneos Wealth Management
Colorado
$498K +$144K +2,133 +46%
MGWM
791
Marks Group Wealth Management
Minnesota
$495K -$19.1K -283 -4%
FWP
792
FAS Wealth Partners
Kansas
$495K +$2.22K +33 +0.5%
TW
793
Transform Wealth
Colorado
$495K +$1.08K +16 +0.2%
RBC
794
Romano Brothers & Co
Illinois
$495K -$36K -534 -7%
NL
795
NWAM LLC
Washington
$495K -$184K -2,734 -29%
AC
796
Avant Capital
Louisiana
$494K – – –
OneDigital Investment Advisors
797
OneDigital Investment Advisors
Kansas
$494K -$35.6K -529 -7%
SIMG
798
Sonora Investment Management Group
Arizona
$492K -$13.2K -196 -3%
CC
799
Courier Capital
New York
$492K – – –
RWA Wealth Partners
800
RWA Wealth Partners
Massachusetts
$491K -$8.08K -120 -2%