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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Avitas Wealth Management
California
$971K -$55.2K -285 -6%
HI
552
HBK Investments
Texas
$969K -$3.55M -18,306 -80%
PCM
553
Parsons Capital Management
Rhode Island
$964K -$16.8K -87 -2%
CB
554
Chemical Bank
Michigan
$959K – – –
IRF
555
IBM Retirement Fund
New York
$944K – – –
WC
556
Woodstock Corp
Massachusetts
$941K – – –
BAM
557
Belpointe Asset Management
Nevada
$939K +$375K +1,939 +77%
IWS
558
Insight Wealth Strategies
California
$934K +$50.4K +260 +6%
ACA
559
Atlas Capital Advisors
Wyoming
$911K -$400K -2,065 -32%
IB
560
Intrust Bank
Kansas
$902K +$27.5K +142 +3%
BWP
561
Baldwin Wealth Partners
Massachusetts
$896K -$5.14M -26,551 -86%
CIC
562
Cutler Investment Counsel
Oregon
$889K – – –
EBT
563
Enterprise Bank & Trust
Massachusetts
$882K +$811K +4,187 New
BHIA
564
Birch Hill Investment Advisors
Massachusetts
$879K +$431K +2,225 +114%
GIA
565
Guyasuta Investment Advisors
Pennsylvania
$878K -$32K -165 -4%
CC
566
ClearArc Capital
Ohio
$877K -$27.7K -143 -3%
NIT
567
NumerixS Investment Technologies
British Columbia, Canada
$872K +$736K +3,800 +950%
AIM
568
Anchor Investment Management
South Carolina
$865K +$23.8K +123 +3%
WF
569
Welch & Forbes
Massachusetts
$852K -$53.3K -275 -6%
Impax Asset Management Group
570
Impax Asset Management Group
United Kingdom
$846K +$116K +598 +17%
TRCT
571
Tower Research Capital (TRC)
New York
$842K -$877K -4,529 -53%
CTC
572
Central Trust Company
Missouri
$841K +$34.5K +178 +5%
AAM
573
Aureus Asset Management
Massachusetts
$838K +$771K +3,980 New
BHWM
574
Bar Harbor Wealth Management
New Hampshire
$837K – – –
SWM
575
Segment Wealth Management
Texas
$830K +$42K +217 +6%