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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
851
Parsons Capital Management
Rhode Island
$558K +$24.2K +94 +5%
HEIP
852
Hudson Edge Investment Partners
New Jersey
$557K -$17K -66 -3%
AWS
853
Atria Wealth Solutions
New York
$552K -$135K -525 -20%
QCG
854
Quadrant Capital Group
Ohio
$551K +$73.7K +286 +16%
PGA
855
Portland Global Advisors
Maine
$550K
CAM
856
Columbia Asset Management
Michigan
$550K +$538K +2,086 New
YIA
857
YHB Investment Advisors
Connecticut
$548K -$12.9K -50 -2%
LAM
858
Lingohr Asset Management
Germany
$547K
HCM
859
Hengehold Capital Management
Ohio
$544K
SCM
860
Shelton Capital Management
Colorado
$540K
VAS
861
Vestmark Advisory Solutions
Massachusetts
$540K +$31.7K +123 +6%
P
862
Pitcairn
Pennsylvania
$539K +$4.64K +18 +0.9%
AAS
863
Avantax Advisory Services
Texas
$538K +$208K +808 +66%
AIS
864
American Investment Services
Massachusetts
$536K
SFG
865
StrategIQ Financial Group
Indiana
$535K -$140K -545 -21%
ACA
866
Atlas Capital Advisors
Wyoming
$534K +$375K +1,457 +255%
PTB
867
Pioneer Trust Bank
Oregon
$534K
OWA
868
Outlook Wealth Advisors
Texas
$534K +$52.6K +204 +11%
MW
869
Marcum Wealth
Ohio
$534K +$104K +403 +25%
GIM
870
Grassi Investment Management
California
$527K
MBTD
871
Mechanics Bank - Trust Department
California
$527K
FWCM
872
Ferguson Wellman Capital Management
Oregon
$525K
PGAM
873
Princeton Global Asset Management
New Jersey
$524K -$21.9K -85 -4%
DMBA
874
Deseret Mutual Benefit Administrators
Utah
$519K +$29.1K +113 +6%
PHIC
875
Pine Haven Investment Counsel
Massachusetts
$516K