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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
576
Trust Company of Vermont
Vermont
$822K +$15.9K +82 +2%
FWM
577
Frontier Wealth Management
Missouri
$817K +$292K +1,510 +64%
PCP
578
Proficio Capital Partners
Massachusetts
$801K +$170K +879 +30%
HPIA
579
Hamilton Point Investment Advisors
North Carolina
$800K
PGFC
580
Peapack-Gladstone Financial Corp
New Jersey
$799K -$19.4K -100 -3%
PC
581
PA Capital
Virginia
$798K +$51.9K +268 +8%
O
582
Ossiam
France
$798K +$734K +3,789 New
FTIOP
583
Fiduciary Trust International of Pennsylvania
Pennsylvania
$794K +$155K +800 +27%
DSI
584
Daiwa SB Investments
Japan
$785K -$143K -740 -17%
RBA
585
Richard Bernstein Advisors
New York
$783K -$4.65M -24,034 -87%
DK
586
Darrell & King
Virginia
$776K
CC
587
Chicago Capital
Illinois
$775K
BBA
588
Braun-Bostich & Associates
Pennsylvania
$755K -$181K -934 -21%
AssetMark Inc
589
AssetMark Inc
California
$739K +$19.4K +100 +3%
BFM
590
Boothbay Fund Management
New York
$731K +$82.9K +428 +14%
LWS
591
Lucia Wealth Services
California
$731K +$281K +1,453 +72%
PT
592
Plimoth Trust
Massachusetts
$726K -$2.9K -15 -0.4%
EP
593
Edgestream Partners
New Jersey
$724K -$4.33M -22,359 -87%
TCM
594
Twin Capital Management
Pennsylvania
$721K -$9.8M -50,605 -94%
MERSOM
595
Municipal Employees' Retirement System of Michigan
Michigan
$716K -$649K -3,350 -50%
MML Investors Services
596
MML Investors Services
Massachusetts
$706K -$279K -1,441 -30%
Federated Hermes
597
Federated Hermes
Pennsylvania
$700K +$160K +827 +33%
HKAM
598
Horizon Kinetics Asset Management
New York
$690K +$634K +3,276 New
FHB
599
First Hawaiian Bank
Hawaii
$687K -$67.8K -350 -10%
LFS
600
Legacy Financial Strategies
Kansas
$684K +$79K +408 +14%