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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
751
Carderock Capital Management
Maryland
$5.38M +$18.9K +189 +0.4%
RCM
752
RB Capital Management
Nevada
$5.35M -$202K -2,026 -4%
OP
753
ORG Partners
Indiana
$5.33M +$1.18M +11,847 +32%
DWP
754
Daymark Wealth Partners
Ohio
$5.32M +$31.7K +317 +0.7%
SC
755
SouthState Corp
Florida
$5.32M +$3.08M +30,815 +176%
PFPT
756
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.29M -$332K -3,327 -6%
BTW
757
Boston Trust Walden
Massachusetts
$5.26M -$34.1K -341 -0.7%
MMA
758
Mizuho Markets Americas
New York
$5.25M +$1.9M +19,053 +66%
AF
759
Advisornet Financial
Minnesota
$5.24M +$212K +2,123 +5%
KC
760
Kingfisher Capital
North Carolina
$5.23M -$1.86M -18,585 -28%
DAS
761
Dynamic Advisor Solutions
Arizona
$5.2M +$1.56M +15,611 +50%
ZIC
762
ZWJ Investment Counsel
Georgia
$5.2M -$14.7K -147 -0.3%
FBT
763
First Bankers Trust
Kentucky
$5.19M +$520K +5,207 +12%
PWM
764
Perigon Wealth Management
California
$5.18M +$232K +2,317 +5%
LBC
765
Lowe Brockenbrough & Co
Virginia
$5.17M -$20.6K -206 -0.4%
DT
766
Diversified Trust
Tennessee
$5.15M +$512K +5,126 +12%
NP
767
NorthRock Partners
Minnesota
$5.15M +$3.11M +31,137 +199%
CHAM
768
Clear Harbor Asset Management
Connecticut
$5.12M +$375K +3,751 +9%
CPA
769
Capital Planning Advisors
California
$5.12M -$300 -3 -0%
SPC
770
Sigma Planning Corp
Michigan
$5.08M -$1.13M -11,352 -20%
GWM
771
Graybill Wealth Management
Illinois
$5.07M +$21.1K +211 +0.5%
S
772
SignatureFD
Georgia
$5.06M +$474K +4,745 +12%
CT
773
Cambridge Trust
Massachusetts
$5.03M -$17.7K -177 -0.4%
DIM
774
DLK Investment Management
California
$5.03M +$4.57M +45,689 New
PJSIMP
775
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5M -$226K -2,264 -5%