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Name Holding Trade Value Shares
Change
Change in
Stake
HI
751
Horizon Investments
North Carolina
$998K +$29.9K +282 +3%
FCP
752
Fidelis Capital Partners
Florida
$996K -$627K -5,909 -39%
SG
753
Sienna Gestion
France
$993K
MMHP
754
Murphy Middleton Hinkle & Parker
Georgia
$992K +$212 +2 +0%
GI
755
Gradient Investments
Minnesota
$991K +$27K +255 +3%
IPW
756
Inlet Private Wealth
Florida
$990K
PBF
757
Petix & Botte Financial
California
$987K -$122K -1,150 -11%
DIA
758
Dana Investment Advisors
Wisconsin
$984K
MPWT
759
MassMutual Private Wealth & Trust
Connecticut
$981K -$13.7K -129 -1%
PTC
760
Private Trust Company
Ohio
$979K +$123K +1,162 +15%
SCI
761
Silver Coast Investments
United States
$977K -$65K -613 -7%
MSA
762
MUFG Securities Americas
New York
$974K +$146K +1,381 +19%
BCM
763
Becker Capital Management
Oregon
$967K
EH
764
Equitable Holdings
New York
$964K -$13.6K -128 -1%
CM
765
Cornerstone Management
Georgia
$959K
NC
766
Napatree Capital
Rhode Island
$957K -$33.6K -317 -4%
JIC
767
Johnson Investment Counsel
Ohio
$953K +$35K +330 +4%
HH
768
Hilltop Holdings
Texas
$947K +$25.8K +243 +3%
WPC
769
Wedmont Private Capital
Pennsylvania
$937K -$3.61K -34 -0.4%
CIC
770
Carnegie Investment Counsel
Ohio
$937K +$255K +2,403 +36%
BIAS
771
Beacon Investment Advisory Services
New Jersey
$935K +$31.8K +300 +4%
KP
772
Keel Point
Alabama
$932K +$22.3K +210 +3%
CA
773
Clearstead Advisors
Ohio
$929K +$742 +7 +0.1%
AWA
774
Adapt Wealth Advisors
Georgia
$926K +$3.18K +30 +0.4%
QC
775
Quantessence Capital
New York
$923K +$658K +6,201 +295%