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Name Holding Trade Value Shares
Change
Change in
Stake
PHIMC
601
Private Harbour Investment Management & Counsel
Ohio
$310K -$8.8K -283 -3%
KWM
602
Kingsview Wealth Management
Oregon
$305K -$21.8K -700 -7%
CCM
603
Compton Capital Management
Rhode Island
$303K -$5.1K -164 -2%
AUB
604
Atlantic Union Bankshares
Virginia
$301K -$29.8K -957 -9%
Mackenzie Financial
605
Mackenzie Financial
Ontario, Canada
$301K +$8.93K +287 +3%
NB
606
NBT Bank
New York
$301K +$18K +578 +6%
TA
607
Tiedemann Advisors
New York
$300K -$67.6K -2,172 -18%
BFG
608
Beacon Financial Group
Texas
$298K +$9.27K +298 +3%
ESBC
609
E.S. Barr & Co
Kentucky
$297K -$180K -5,776 -37%
BHBT
610
Burke & Herbert Bank & Trust
Virginia
$297K -$20.2K -649 -6%
ECM
611
Estabrook Capital Management
New York
$295K -$4.98K -160 -2%
HIIFS
612
Harel Insurance Investments & Financial Services
Israel
$295K +$298K +9,588 New
WFMPM
613
Woodley Farra Manion Portfolio Management
Indiana
$288K -$15.6K -500 -5%
PHAM
614
Palisades Hudson Asset Management
Florida
$288K -$4.85K -156 -2%
CFG
615
Citizens Financial Group
Rhode Island
$287K +$124 +4 +0%
GP
616
Girard Partners
Pennsylvania
$287K +$12.9K +416 +5%
ABTD
617
Arvest Bank Trust Division
Oklahoma
$285K -$38.1K -1,224 -12%
GT
618
Greenleaf Trust
Michigan
$284K -$110K -3,542 -28%
FHA
619
First Horizon Advisors
Tennessee
$282K +$8.31K +267 +3%
AI
620
Atria Investments
North Carolina
$281K +$285K +9,158 New
CAM
621
CMT Asset Management
Illinois
$277K -$528K -16,973 -65%
SIC
622
Sigma Investment Counselors
Michigan
$277K -$4.67K -150 -2%
JIR
623
James Investment Research
Ohio
$275K -$1.17M -37,625 -81%
SWA
624
Sutton Wealth Advisors
Florida
$275K +$225K +7,216 +417%
RG
625
Rikoon Group
New Mexico
$274K -$4.64K -149 -2%