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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
876
Mid Atlantic Financial Management
Pennsylvania
$714K -$24.2K -63 -3%
SFA
877
Souders Financial Advisors
Ohio
$712K -$6.15K -16 -0.9%
BAS
878
Brown Advisory Securities
Maryland
$710K -$1.54K -4 -0.2%
BC
879
Bridgefront Capital
Texas
$708K +$663K +1,724 New
CSIC
880
Clifford Swan Investment Counsel
California
$707K
HSA
881
HBK Sorce Advisory
Pennsylvania
$706K -$769 -2 -0.1%
Federated Hermes
882
Federated Hermes
Pennsylvania
$702K -$227K -591 -26%
FDCC
883
Foster Dykema Cabot & Co
Massachusetts
$698K
NB
884
NBT Bank
New York
$698K
WPC
885
Waters Parkerson & Co
Louisiana
$698K
DCM
886
Donaldson Capital Management
Indiana
$695K +$53.8K +140 +9%
AIM
887
Arcadia Investment Management
Michigan
$690K
JCM
888
Jacobi Capital Management
Pennsylvania
$689K -$33.1K -86 -5%
ST
889
Spinnaker Trust
Maine
$684K
Acadian Asset Management
890
Acadian Asset Management
Massachusetts
$681K -$665K -1,730 -51%
TWI
891
Thomas White International
Illinois
$677K
GWAM
892
Guardian Wealth Advisors (Minnesota)
Minnesota
$673K -$11.9K -31 -2%
MWP
893
Meridian Wealth Partners
Pennsylvania
$670K
VWA
894
V Wealth Advisors
Kansas
$668K +$39.2K +102 +7%
PTC
895
Philadelphia Trust Company
Pennsylvania
$667K +$384 +1 +0.1%
PIP
896
Peachtree Investment Partners
Florida
$667K +$38K +99 +6%
SWA
897
Sutton Wealth Advisors
Florida
$664K -$384 -1 -0.1%
SGAM
898
Smith Group Asset Management
Texas
$662K -$8.95M -23,288 -94%
IC
899
Inverness Counsel
New York
$660K +$618K +1,607 New
DC
900
Davenport & Co
Virginia
$658K +$228K +593 +59%