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Name Holding Trade Value Shares
Change
Change in
Stake
NB
451
Nicolet Bankshares
Wisconsin
$221K -$3.44K -80 -1%
PL
452
Parthenon LLC
Kentucky
$220K
WT
453
Washington Trust
Rhode Island
$218K +$3.23K +75 +1%
EWM
454
Evermay Wealth Management
Virginia
$216K +$224K +5,216 New
QSS
455
Quantitative Systematic Strategies
Florida
$214K +$222K +5,158 New
LW
456
Linscomb Wealth
Texas
$210K -$22.7K -528 -9%
CA
457
Clearstead Advisors
Ohio
$210K
CBA
458
Coastal Bridge Advisors
Connecticut
$209K -$387 -9 -0.2%
GIM
459
Goelzer Investment Management
Indiana
$209K
SG Americas Securities
460
SG Americas Securities
New York
$207K +$214K +4,977 New
AWM
461
Altium Wealth Management
New York
$206K +$214K +4,966 New
CDH
462
Charles D. Hyman
$206K +$214K +4,968 New
SC
463
SouthState Corp
Florida
$202K -$99.4K -2,312 -32%
PHAM
464
Palisades Hudson Asset Management
Florida
$202K +$209K +4,866 New
HCM
465
Highlander Capital Management
New Jersey
$199K
APA
466
American Portfolios Advisors
New York
$193K +$43 +1 +0%
OIA
467
Optimum Investment Advisors
Illinois
$181K +$188K +4,368 New
SFSIG
468
San Francisco Sentry Investment Group
California
$178K +$9.89K +230 +6%
CFA
469
Carroll Financial Associates
North Carolina
$169K
TSW
470
Thompson Siegel & Walmsley
Virginia
$169K
S
471
SignatureFD
Georgia
$163K +$169K +3,922 New
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$161K -$129K -3,000 -44%
WTB
473
Washington Trust Bank
Washington
$151K +$55.9K +1,300 +55%
CWM
474
Catamount Wealth Management
Connecticut
$145K
SWM
475
SeaCrest Wealth Management
New York
$139K