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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
S
776
SignatureFD
Georgia
$879K +$53.2K +160 +7%
HR
777
Howe & Rusling
New York
$877K -$18.3K -55 -2%
MPWT
778
MassMutual Private Wealth & Trust
Connecticut
$867K -$212K -636 -21%
BFA
779
Beaumont Financial Advisors
Massachusetts
$867K +$39.9K +120 +5%
JLBC
780
J.L. Bainbridge & Co
Florida
$856K +$998 +3 +0.1%
FA
781
FMA Advisory
Pennsylvania
$855K +$333 +1 +0%
OTPPB
782
Ontario Teachers' Pension Plan Board
Ontario, Canada
$851K +$295K +887 +58%
TAM
783
Trillium Asset Management
Massachusetts
$842K -$9.65K -29 -1%
IEFM
784
IQ EQ Fund Management
Ireland
$839K -$379K -1,140 -32%
AC
785
Arjuna Capital
North Carolina
$839K +$29K +87 +4%
CA
786
Cetera Advisors
Colorado
$838K +$207K +621 +35%
CCB
787
Cutter & Co Brokerage
Missouri
$836K -$19.6K -59 -2%
RT
788
Rockland Trust
Massachusetts
$835K
FA
789
FDx Advisors
Illinois
$829K -$57.9K -174 -7%
BG
790
Bollard Group
Massachusetts
$829K
SFSIG
791
San Francisco Sentry Investment Group
California
$829K +$25K +75 +3%
CCA
792
Checchi Capital Advisers
California
$823K -$19K -57 -2%
HBT
793
Heartland Bank & Trust
Illinois
$823K +$72.9K +219 +10%
PP
794
Patten & Patten
Tennessee
$818K
BEI
795
Benjamin Edwards Inc
Missouri
$818K +$771K +2,317 New
FNC
796
First National Corp
Massachusetts
$816K +$666 +2 +0.1%
EF
797
Empirical Finance
Pennsylvania
$815K
FTDI
798
First Trust Direct Indexing
Massachusetts
$815K +$43.3K +130 +6%
OAM
799
Optimal Asset Management
California
$815K +$399K +1,200 +108%
Federated Hermes
800
Federated Hermes
Pennsylvania
$811K -$13.9M -41,660 -95%