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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
851
Roth Financial Partners
Texas
$205K
GIA
852
Gladstone Institutional Advisory
Florida
$204K -$546K -19,068 -74%
PCA
853
Pallas Capital Advisors
Massachusetts
$204K +$177K +6,188 New
LWANC
854
Laurel Wealth Advisors (North Carolina)
North Carolina
$203K
CST
855
Charles Schwab Trust
Nevada
$202K
CIA
856
Choate Investment Advisors
Massachusetts
$202K
WCA
857
Westover Capital Advisors
Delaware
$202K
GI
858
Gradient Investments
Minnesota
$202K +$1.06K +37 +0.5%
BC
859
Bridgefront Capital
Texas
$202K +$195K +6,816 New
NPA
860
Nichols & Pratt Advisers
Massachusetts
$201K -$163K -5,674 -46%
ST
861
Smithfield Trust
Pennsylvania
$193K
PFSC
862
Peoples Financial Services Corp
Pennsylvania
$192K -$72.3K -2,525 -28%
BCWM
863
Bartlett & Co Wealth Management
Ohio
$191K -$13.6K -475 -7%
BC
864
Bartlett & Co
Ohio
$190K -$13.6K -475 -7%
GWS
865
Glassman Wealth Services
Virginia
$184K -$11.5K -402 -6%
PA
866
Parallel Advisors
California
$184K -$7.76K -271 -4%
BAM
867
Barrett Asset Management
New York
$183K -$172K -6,000 -49%
CA
868
Clearstead Advisors
Ohio
$182K -$52.4K -1,829 -23%
PFBT
869
Parkside Financial Bank & Trust
Missouri
$173K -$22.1K -770 -12%
CB
870
CNB Bank
Pennsylvania
$173K -$10.9K -380 -6%
CCM
871
Coerente Capital Management
Ontario, Canada
$163K +$158K +5,520 New
CAL
872
Capital Analysts LLC
Pennsylvania
$158K -$23.8K -830 -13%
Lazard Asset Management
873
Lazard Asset Management
New York
$158K
BCA
874
Berman Capital Advisors
Georgia
$158K +$28.8K +1,005 +23%
FMP
875
Financial Management Professionals
Texas
$157K