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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1076
Wealthspire Advisors (Maryland)
Maryland
$215K +$37.4K +1,023 +19%
H
1077
Hexavest
Quebec, Canada
$215K +$95.5K +2,612 +71%
HCM
1078
Hall Capital Management
Rhode Island
$214K -$82.4K -2,255 -26%
ARMT
1079
Amica Retiree Medical Trust
Rhode Island
$214K
PWP
1080
Principle Wealth Partners
Connecticut
$214K +$239K +6,529 New
AC
1081
Abbrea Capital
California
$213K -$49.9K -1,365 -18%
CAM
1082
Carret Asset Management
New York
$212K -$410K -11,215 -64%
BG
1083
Bahl & Gaynor
Ohio
$212K -$38.8K -1,063 -15%
PA
1084
Parallel Advisors
California
$212K -$4.71K -129 -2%
DWM
1085
Dorchester Wealth Management
Quebec, Canada
$211K
IA
1086
IFG Advisory
Georgia
$210K -$50.9K -1,392 -18%
ST
1087
Sentinel Trust
Texas
$210K
NAM
1088
North American Management
Massachusetts
$208K -$26.4K -723 -11%
PP
1089
Prudential plc
United Kingdom
$207K -$7.53M -205,904 -97%
HAIM
1090
Hunter Associates Investment Management
Pennsylvania
$206K
FNBT
1091
FineMark National Bank & Trust
Florida
$204K -$148K -4,043 -40%
KFGK
1092
Keystone Financial Group (Kentucky)
Kentucky
$204K +$11.2K +306 +5%
WWM
1093
Western Wealth Management
Colorado
$203K -$2.08K -57 -0.9%
FMLI
1094
Fukoku Mutual Life Insurance
Japan
$202K
WPC
1095
White Pine Capital
Minnesota
$201K +$21.9K +600 +11%
DWM
1096
Dakota Wealth Management
Florida
$200K -$45.7K -1,250 -18%
V
1097
VeraBank
Texas
$200K
CFA
1098
Carroll Financial Associates
North Carolina
$195K -$30.6K -836 -13%
FMP
1099
Financial Management Professionals
Texas
$194K -$12.2K -334 -6%
MIFH
1100
Migdal Insurance & Financial Holdings
Israel
$194K +$71.8K +1,964 +53%