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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
1251
Federated Hermes
Pennsylvania
$160K -$2.98K -41 -2%
TFM
1252
TFC Financial Management
Massachusetts
$157K
MFC
1253
Mechanics Financial Corp
Ohio
$155K +$5.95K +82 +4%
AAP
1254
Arax Advisory Partners
Colorado
$154K +$82.1K +1,131 +370%
ZBNA
1255
Zions Bancorporation, National Association
Utah
$150K -$8.5K -117 -6%
BBPWM
1256
Blue Bell Private Wealth Management
Pennsylvania
$150K +$63.5K +874 +79%
MHR
1257
Matthew Hamilton Rosenberg
$148K +$6.54K +90 +5%
SWM
1258
Spire Wealth Management
Virginia
$147K -$85.3K -1,175 -38%
DJSG
1259
D.J. St. Germain
Massachusetts
$146K -$36.3K -500 -21%
EPIM
1260
Evelyn Partners Investment Management
$144K
AIC
1261
Archer Investment Corporation
Indiana
$143K +$73 +1 +0.1%
GC
1262
Globeflex Capital
California
$138K
CCA
1263
Catalyst Capital Advisors
New York
$137K +$93.4K +1,286 +244%
NCM
1264
Northwest Capital Management
Oregon
$136K
MCM
1265
Manchester Capital Management
Vermont
$134K -$7.7K -106 -6%
CB
1266
Community Bank
New York
$134K
HIA
1267
Harbor Investment Advisory
Maryland
$134K -$30.5K -420 -19%
VCM
1268
Versant Capital Management
Arizona
$126K -$7.48K -103 -6%
CH
1269
Cromwell Holdings
Wyoming
$124K +$4.21K +58 +4%
PFSC
1270
Peoples Financial Services Corp
Pennsylvania
$123K
MIM
1271
MTM Investment Management
South Carolina
$123K +$118K +1,619 New
Cohen & Steers
1272
Cohen & Steers
New York
$121K
SAM
1273
S.A. Mason
Michigan
$120K
BIA
1274
Bell Investment Advisors
California
$119K +$8.06K +111 +8%
AAS
1275
Ameritas Advisory Services
Nebraska
$118K +$114K +1,564 New