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Name Holding Trade Value Shares
Change
Change in
Stake
CA
976
Carson Advisory
Georgia
$841K +$13K +75 +2%
DAC
977
Dividend Assets Capital
South Carolina
$841K – – –
BP
978
BBR Partners
New York
$840K +$156K +900 +22%
SouthState Corp
979
SouthState Corp
Florida
$839K +$226K +1,308 +36%
1SB
980
1ST Source Bank
Indiana
$837K +$79.3K +458 +10%
DeepCurrents Investment Group
981
DeepCurrents Investment Group
New York
$836K -$28.2K -163 -3%
WAM
982
Wallington Asset Management
Indiana
$836K – – –
MMPW
983
Mitchell McLeod Pugh & Williams
Alabama
$834K +$8.13K +47 +1%
BA
984
Bristlecone Advisors
Washington
$833K +$152K +878 +22%
FFA
985
First Foundation Advisors
California
$832K -$121K -701 -13%
CHAM
986
Clear Harbor Asset Management
Connecticut
$830K +$3.46K +20 +0.4%
IWN
987
Independent Wealth Network
Iowa
$829K +$27.7K +160 +3%
HFM
988
Hartford Financial Management
Connecticut
$828K -$978K -5,649 -54%
NewEdge Wealth
989
NewEdge Wealth
Pennsylvania
$825K -$30.5K -176 -4%
Advisors Capital Management
990
Advisors Capital Management
New Jersey
$824K +$136K +783 +19%
SAM
991
Secure Asset Management
Michigan
$824K +$27.5K +159 +3%
CX Institutional
992
CX Institutional
Indiana
$815K -$156K -902 -16%
SR
993
Syntax Research
Florida
$812K -$47.3K -273 -5%
PWAM
994
Pinnacle West Asset Management
Wyoming
$812K +$11.3K +65 +1%
FPGT
995
Financial Partners Group (Tennessee)
Tennessee
$812K -$474K -2,741 -37%
Fiduciary Trust
996
Fiduciary Trust
Massachusetts
$806K -$245K -1,416 -23%
AIC
997
Archer Investment Corporation
Indiana
$805K +$7.79K +45 +1%
LIA
998
LBMC Investment Advisors
Tennessee
$804K -$24.1K -139 -3%
OFG
999
Oxford Financial Group
Indiana
$802K +$122K +704 +18%
EP
1000
Elkhorn Partners
Nebraska
$802K +$104K +600 +15%