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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1201
Mengis Capital Management
Oregon
$671K +$5.02K +25 +0.7%
NHC
1202
Nicholas Hoffman & Company
Georgia
$671K +$341K +1,700 +94%
SW
1203
SlateStone Wealth
Florida
$669K +$70.3K +350 +11%
MIM
1204
Moseley Investment Management
Florida
$668K -$89.3K -445 -11%
LFA
1205
Legacy Financial Advisors
Kentucky
$668K +$53K +264 +8%
SPA
1206
Shore Point Advisors
New Jersey
$663K
RIA
1207
Richwood Investment Advisors
Ohio
$661K +$230K +1,145 +50%
ACM
1208
Advisors Capital Management
New Jersey
$660K -$46.8K -233 -6%
SHFA
1209
SS&H Financial Advisors
Michigan
$660K +$691K +3,445 New
BRA
1210
Bender Robert & Associates
California
$656K -$77.5K -386 -10%
NIC
1211
Northwest Investment Counselors
Oregon
$655K
CBN
1212
Cadence Bank NA
Texas
$655K +$28.1K +140 +4%
NICM
1213
Neo Ivy Capital Management
New York
$654K +$196K +977 +40%
CG
1214
Clarus Group
Texas
$653K +$10K +50 +1%
CSA
1215
Cottage Street Advisors
Massachusetts
$652K +$33.7K +168 +5%
CM
1216
Castleark Management
Illinois
$651K -$2.75M -13,700 -80%
HNWAG
1217
High Net Worth Advisory Group
Florida
$651K -$4.01K -20 -0.6%
KA
1218
Keene & Associates
Texas
$650K +$283K +1,409 +71%
CWG
1219
Crown Wealth Group
North Carolina
$646K +$1K +5 +0.1%
PSB
1220
Piscataqua Savings Bank
New Hampshire
$644K -$26.5K -132 -4%
PTC
1221
Philadelphia Trust Company
Pennsylvania
$643K
SOAMC
1222
Spirit of America Management Corp
New York
$642K
CCG
1223
Cypress Capital Group
Florida
$641K -$50.2K -250 -7%
FWM
1224
Finer Wealth Management
Massachusetts
$639K -$47.6K -237 -7%
BCM
1225
Beck Capital Management
Texas
$638K -$123K -611 -15%