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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
CT
401
Colonial Trust
South Carolina
$77.5K
HPC
402
HM Payson & Co
Maine
$77K
AF
403
Allworth Financial
California
$69.4K -$337 -2 -0.5%
EPIME
404
Evelyn Partners Investment Management (Europe)
$63.1K +$65.2K +387 New
OSNBOA
405
Old Second National Bank of Aurora
Illinois
$63K
PS
406
Principal Securities
Iowa
$62.7K +$5.22K +31 +9%
CA
407
CoreCap Advisors
Michigan
$61.7K -$36K -214 -36%
BF
408
BOK Financial
Oklahoma
$61K -$109K -646 -63%
UB
409
UMB Bank
Missouri
$58.4K -$7.58K -45 -11%
EWA
410
EverSource Wealth Advisors
Alabama
$57.9K +$22.4K +133 +60%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$54.4K +$1.18K +7 +2%
GIM
412
Gold Investment Management
Alberta, Canada
$53.9K
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$52.4K +$3.54K +21 +7%
GIBU
414
Gulf International Bank (UK)
United Kingdom
$51K -$23.8K -141 -31%
BTI
415
Blue Trust Inc
Georgia
$50.7K -$57.3K -340 -52%
CFS
416
CGC Financial Services
Oregon
$50.5K
CYG
417
Clean Yield Group
Vermont
$39.3K
PP
418
Pacifica Partners
Canada
$38.7K
ADL
419
Asset Dedication LLC
California
$37.5K
AWM
420
Avior Wealth Management
Nebraska
$36.1K -$2.69K -16 -7%
TCOV
421
Trust Company of Vermont
Vermont
$34.3K
NWMP
422
Noble Wealth Management PBC
Colorado
$33K +$34.2K +203 New
BC
423
Bayforest Capital
United Kingdom
$32.2K +$33.4K +198 New
BSC
424
Brown Shipley & Co
United Kingdom
$30.6K
IMC
425
Investment Management Corporation
Virginia
$28.9K +$30K +178 New