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Name Holding Trade Value Shares
Change
Change in
Stake
HRIA
951
Haberer Registered Investment Advisor
Ohio
$409K
PIP
952
Palisades Investment Partners
California
$407K -$287K -2,200 -41%
SIC
953
Salem Investment Counselors
North Carolina
$407K -$86.8K -665 -17%
CCA
954
Checchi Capital Advisers
California
$403K +$56K +429 +16%
ASN
955
Advisory Services Network
Georgia
$402K +$24.4K +187 +6%
MIP
956
Marietta Investment Partners
Wisconsin
$401K -$257K -1,968 -38%
BHBT
957
Burke & Herbert Bank & Trust
Virginia
$401K
MSTVIM
958
Messner & Smith Theme Value Investment Management
California
$400K
RT
959
Rockland Trust
Massachusetts
$400K +$22.8K +175 +6%
JIC
960
Joel Isaacson & Co
New York
$398K
CFA
961
Cahill Financial Advisors
Minnesota
$396K +$174K +1,330 +75%
OA
962
Outfitter Advisors
Virginia
$394K -$13.1K -100 -3%
TTWM
963
TCV Trust & Wealth Management
Virginia
$393K +$39.2K +300 +11%
SI
964
Scout Investments
Missouri
$393K +$170K +1,306 +73%
EHC
965
Everett Harris & Co
California
$391K
CL
966
Choreo LLC
Illinois
$390K -$9.14K -70 -2%
AAMU
967
Amundi Asset Management US
Massachusetts
$388K -$5.29M -40,555 -93%
NA
968
Navellier & Associates
Nevada
$388K -$109K -838 -22%
WA
969
WESPAC Advisors
California
$388K -$88.4K -677 -18%
RFA
970
Reilly Financial Advisors
California
$387K +$64.2K +492 +19%
HCMNY
971
Howard Capital Management (New York)
New York
$386K +$396K +3,036 New
JWBC
972
J.W. Burns & Co
New York
$384K
CAG
973
Crestwood Advisors Group
Massachusetts
$384K +$88.5K +678 +29%
SAM
974
SignalPoint Asset Management
Missouri
$383K +$13.1K +100 +3%
MWM
975
Modera Wealth Management
New Jersey
$382K -$65.3K -500 -14%