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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CA
901
Calton & Associates
Florida
$759K +$1.3K +3 +0.2%
RB
902
Rodgers Brothers
Pennsylvania
$756K
DTC
903
Davidson Trust Company
Washington
$755K -$81.5K -188 -10%
RT
904
Rockland Trust
Massachusetts
$753K -$160K -370 -17%
CCG
905
Chatham Capital Group
Georgia
$752K +$245K +565 +47%
HSA
906
HBK Sorce Advisory
Pennsylvania
$750K +$19.9K +46 +3%
CSIC
907
Clifford Swan Investment Counsel
California
$745K
PIP
908
Peachtree Investment Partners
Florida
$742K +$52K +120 +7%
AWM
909
Altium Wealth Management
New York
$729K +$51.1K +118 +7%
IDBONY
910
Israel Discount Bank of New York
New York
$726K +$741K +1,710 New
FDCC
911
Foster Dykema Cabot & Co
Massachusetts
$722K
NB
912
NBT Bank
New York
$722K
WPC
913
Waters Parkerson & Co
Louisiana
$722K
MAFM
914
Mid Atlantic Financial Management
Pennsylvania
$720K -$19.9K -46 -3%
LIM
915
Leavell Investment Management
Alabama
$720K
QI
916
Qtron Investments
Massachusetts
$720K +$734K +1,695 New
WPW
917
Waldron Private Wealth
Pennsylvania
$718K +$220K +508 +43%
DMBA
918
Deseret Mutual Benefit Administrators
Utah
$716K +$560K +1,292 +328%
AIM
919
Arcadia Investment Management
Michigan
$714K
VF
920
Virtu Financial
New York
$709K +$723K +1,669 New
ST
921
Spinnaker Trust
Maine
$708K
CWM
922
Circle Wealth Management
New Jersey
$705K -$111K -257 -13%
Optiver Holding
923
Optiver Holding
Netherlands
$705K +$718K +1,658 New
TWI
924
Thomas White International
Illinois
$701K
MWP
925
Meridian Wealth Partners
Pennsylvania
$695K +$1.3K +3 +0.2%