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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AP
601
Appleton Partners
Massachusetts
$1.02M -$166K -665 -14%
GIA
602
Guyasuta Investment Advisors
Pennsylvania
$1.02M
TCOV
603
Trust Company of Vermont
Vermont
$1.02M +$67.2K +269 +7%
AIM
604
Anchor Investment Management
South Carolina
$1.01M -$7.5K -30 -0.7%
PCM
605
Prana Capital Management
Connecticut
$1M -$13.2M -52,644 -93%
AWE
606
Avidian Wealth Enterprises
Texas
$1M +$1.02M +4,091 New
WF
607
Welch & Forbes
Massachusetts
$992K
TNB
608
TCF National Bank
South Dakota
$992K +$1.01M +4,050 New
SWM
609
Segment Wealth Management
Texas
$990K -$17.5K -70 -2%
AT
610
Arden Trust
Delaware
$990K -$11.7K -47 -1%
EM
611
Excalibur Management
Massachusetts
$981K -$249K -997 -20%
BWP
612
Baldwin Wealth Partners
Massachusetts
$969K -$62.5K -250 -6%
RIM
613
Redwood Investment Management
Arizona
$946K +$256K +1,026 +36%
FTIOP
614
Fiduciary Trust International of Pennsylvania
Pennsylvania
$945K +$21.2K +85 +2%
PCP
615
Proficio Capital Partners
Massachusetts
$940K -$1.5K -6 -0.2%
HPIA
616
Hamilton Point Investment Advisors
North Carolina
$931K
MML Investors Services
617
MML Investors Services
Massachusetts
$927K +$7.5K +30 +0.8%
CI
618
Conning Inc
Connecticut
$923K +$2.5K +10 +0.3%
RBA
619
Richard Bernstein Advisors
New York
$911K
CC
620
ClearArc Capital
Ohio
$911K +$15K +60 +2%
ECM
621
ExodusPoint Capital Management
New York
$906K +$625K +2,500 +208%
DK
622
Darrell & King
Virginia
$903K
Luther King Capital Management (LKCM)
623
Luther King Capital Management (LKCM)
Texas
$900K
TRCT
624
Tower Research Capital (TRC)
New York
$876K -$4K -16 -0.4%
LFS
625
Legacy Financial Strategies
Kansas
$867K +$37K +148 +4%