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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WF
626
Welch & Forbes
Massachusetts
$1.1M
SWM
627
Segment Wealth Management
Texas
$1.1M
FHB
628
First Hawaiian Bank
Hawaii
$1.1M +$246K +945 +31%
BAM
629
Belpointe Asset Management
Nevada
$1.1M +$392K +1,510 +60%
BHWM
630
Bar Harbor Wealth Management
New Hampshire
$1.1M -$90.9K -350 -8%
EM
631
Excalibur Management
Massachusetts
$1.09M
KFBMI
632
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.09M +$1.04M +4,000 New
MML Investors Services
633
MML Investors Services
Massachusetts
$1.09M +$50.4K +194 +5%
TNB
634
TCF National Bank
South Dakota
$1.08M -$24.7K -95 -2%
BWP
635
Baldwin Wealth Partners
Massachusetts
$1.08M
AP
636
Appleton Partners
Massachusetts
$1.07M -$63.1K -243 -6%
WC
637
Woodstock Corp
Massachusetts
$1.06M -$122K -470 -11%
IMRF
638
Illinois Municipal Retirement Fund
Illinois
$1.06M +$1.01M +3,880 New
Luther King Capital Management (LKCM)
639
Luther King Capital Management (LKCM)
Texas
$1.06M +$52K +200 +5%
SV
640
Sturgeon Ventures
United Kingdom
$1.05M +$998K +3,841 New
CAPTRUST Financial Advisors
641
CAPTRUST Financial Advisors
North Carolina
$1.05M +$241K +929 +33%
PCP
642
Proficio Capital Partners
Massachusetts
$1.04M -$2.08K -8 -0.2%
TSW
643
Thompson Siegel & Walmsley
Virginia
$1.04M +$994K +3,825 New
HPIA
644
Hamilton Point Investment Advisors
North Carolina
$1.04M
FCM
645
Fortis Capital Management
Washington
$1.04M +$987K +3,800 New
FTIOP
646
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.03M -$26K -100 -3%
EI
647
Ethic Inc
New York
$1.03M +$976K +3,758 New
GCP
648
GSA Capital Partners
United Kingdom
$1.02M -$777K -2,990 -44%
CI
649
Conning Inc
Connecticut
$1.02M -$10.4K -40 -1%
RBA
650
Richard Bernstein Advisors
New York
$1.02M