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Name Holding Trade Value Shares
Change
Change in
Stake
UR
601
USCA RIA
Texas
$460K -$270K -14,285 -40%
EWM
602
Evercore Wealth Management
New York
$459K -$160K -8,469 -29%
FMWA
603
Forvis Mazars Wealth Advisors
Missouri
$457K -$215K -11,390 -35%
CAM
604
Cubic Asset Management
Massachusetts
$455K +$1.89K +100 +0.5%
MCM
605
Marathon Capital Management
Maryland
$454K -$66.5K -3,525 -14%
ADL
606
Asset Dedication LLC
California
$452K +$37.2K +1,969 +11%
TSW
607
Thompson Siegel & Walmsley
Virginia
$451K
TSWM
608
Triangle Securities Wealth Management
North Carolina
$450K +$19.9K +1,055 +5%
FHA
609
First Horizon Advisors
Tennessee
$443K +$5.68K +301 +2%
ECM
610
Estabrook Capital Management
New York
$443K -$3.77K -200 -1%
DZ Bank
611
DZ Bank
Germany
$438K
ECM
612
EagleClaw Capital Management
Massachusetts
$437K -$126K -6,653 -25%
PAWC
613
P.A.W. Capital
Connecticut
$437K
WT
614
Washington Trust
Rhode Island
$436K -$16.3K -863 -4%
AP
615
Appleton Partners
Massachusetts
$430K -$11.8K -625 -3%
LBC
616
Lowe Brockenbrough & Co
Virginia
$429K -$13K -690 -3%
LNC
617
Lincoln National Corp
Pennsylvania
$428K +$135K +7,128 +57%
CCG
618
Cloverfields Capital Group
Minnesota
$427K +$369K +19,554 New
SI
619
Symmetry Investments
Jersey
$422K +$364K +19,310 New
AWMT
620
AAFMAA Wealth Management & Trust
North Carolina
$422K +$365K +19,338 New
DT
621
Diversified Trust
Tennessee
$421K +$77.5K +4,108 +27%
CC
622
Cannell & Co
New York
$420K -$234K -12,375 -39%
NFC
623
Northeast Financial Consultants
Connecticut
$417K
TCM
624
Tandem Capital Management
New Jersey
$413K -$69.8K -3,700 -16%
HCM
625
Howland Capital Management
Massachusetts
$406K -$11.5K -607 -3%