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Name Holding Trade Value Shares
Change
Change in
Stake
TBNY
1026
Trustco Bank (New York)
New York
$765K
FNBOH
1027
First National Bank of Hutchinson
Kansas
$761K +$31.7K +221 +4%
HWAM
1028
Hennion & Walsh Asset Management
New Jersey
$754K +$84.6K +590 +12%
SWM
1029
SilverOak Wealth Management
Minnesota
$753K +$551K +3,844 +222%
Balyasny Asset Management
1030
Balyasny Asset Management
Illinois
$753K -$845K -5,894 -51%
WIS
1031
Wright Investors Service
Connecticut
$753K -$276K -1,929 -26%
PS
1032
Principal Securities
Iowa
$751K +$13.6K +95 +2%
TPCW
1033
TD Private Client Wealth
New York
$749K -$372K -2,596 -32%
MFG
1034
MidWestOne Financial Group
Iowa
$747K -$573 -4 -0.1%
EWS
1035
Evergreen Wealth Solutions
Pennsylvania
$743K +$63.3K +442 +9%
KCAM
1036
Kagan Cocozza Asset Management
New Jersey
$740K +$785K +5,474 New
AIM
1037
Anchor Investment Management
South Carolina
$740K +$13.2K +92 +2%
CW
1038
CreativeOne Wealth
Kansas
$736K -$62.3K -435 -7%
SFP
1039
Shepherd Financial Partners
Massachusetts
$733K -$164K -1,141 -17%
CFG
1040
Chapman Financial Group
Hawaii
$730K +$774K +5,401 New
PCM
1041
Perkins Capital Management
Minnesota
$730K -$14.3K -100 -2%
NIM
1042
Northeast Investment Management
Massachusetts
$727K -$62.6K -437 -8%
MA
1043
Modus Advisors
Minnesota
$727K -$43.3K -302 -5%
DWM
1044
Dechtman Wealth Management
Colorado
$726K +$6.31K +44 +0.8%
S
1045
SimplyRich
California
$724K
LI
1046
LMCG Investments
Massachusetts
$717K +$159K +1,108 +26%
FCP
1047
Fidelis Capital Partners
Florida
$716K -$43.6K -304 -5%
NA
1048
Nautilus Advisors
California
$715K +$758K +5,287 New
MMM
1049
Mendel Money Management
Illinois
$714K +$6.45K +45 +0.9%
CIA
1050
Choate Investment Advisors
Massachusetts
$708K +$260K +1,814 +53%