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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WF
551
Welch & Forbes
Massachusetts
$735K -$17.9K -100 -2%
CC
552
ClearArc Capital
Ohio
$732K -$397K -2,215 -34%
TYCC
553
Texas Yale Capital Corp
Florida
$722K +$152K +850 +25%
CIC
554
Cutler Investment Counsel
Oregon
$718K
IWS
555
Insight Wealth Strategies
California
$710K +$748K +4,175 New
IB
556
Intrust Bank
Kansas
$704K +$8.42K +47 +1%
SW
557
SVB Wealth
Massachusetts
$686K -$156K -870 -18%
AIM
558
Anchor Investment Management
South Carolina
$677K -$10.7K -60 -1%
BHWM
559
Bar Harbor Wealth Management
New Hampshire
$675K +$40.3K +225 +6%
AIC
560
Ameritas Investment Company
Nebraska
$675K +$711K +3,971 New
MCIM
561
Meadow Creek Investment Management
Georgia
$672K +$22.9K +128 +3%
BSPF
562
British Steel Pension Fund
United Kingdom
$664K +$609K +3,400 New
PGFC
563
Peapack-Gladstone Financial Corp
New Jersey
$662K +$3.4K +19 +0.5%
TRAM
564
Tuscan Ridge Asset Management
Illinois
$654K +$689K +3,848 New
TCOV
565
Trust Company of Vermont
Vermont
$649K -$37.4K -209 -5%
CTC
566
Central Trust Company
Missouri
$648K -$71.7K -400 -9%
BPC
567
Banque Pictet & Cie
Switzerland
$646K -$12.5K -70 -2%
HPIA
568
Hamilton Point Investment Advisors
North Carolina
$646K
SWM
569
Segment Wealth Management
Texas
$633K +$168K +938 +34%
DK
570
Darrell & King
Virginia
$627K -$11.3K -63 -2%
CC
571
Chicago Capital
Illinois
$625K
DZ Bank
572
DZ Bank
Germany
$619K -$1.34M -7,496 -67%
Credit Agricole
573
Credit Agricole
France
$618K -$5.32M -29,701 -89%
FHB
574
First Hawaiian Bank
Hawaii
$613K -$1.02M -5,667 -61%
HK
575
Horizon Kinetics
New York
$608K +$53.7K +300 +9%