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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
626
Bradley Foster & Sargent
Connecticut
$318K – – –
CIC
627
Crawford Investment Counsel
Georgia
$316K -$90.1K -730 -24%
SG Americas Securities
628
SG Americas Securities
New York
$312K -$4.3M -34,808 -94%
BCM
629
BTR Capital Management
California
$311K -$6.17K -50 -2%
CAAS
630
Capital Asset Advisory Services
Michigan
$311K – – –
BPB
631
Badgley, Phelps & Bell
Washington
$310K – – –
AWM
632
Altium Wealth Management
New York
$309K +$27.3K +221 +11%
MYIA
633
Mount Yale Investment Advisors
Colorado
$307K +$20.1K +163 +8%
NAP
634
New Amsterdam Partners
New York
$305K -$205K -1,662 -42%
SFG
635
SevenBridge Financial Group
Pennsylvania
$305K +$18.5K +150 +7%
CL
636
Choreo LLC
Illinois
$304K -$5.92K -48 -2%
VDI
637
Vaughan David Investments
Illinois
$302K +$1.11K +9 +0.4%
KWM
638
Kingsview Wealth Management
Oregon
$301K +$17.2K +139 +7%
CPSAC
639
Chas P. Smith & Associates (CPS)
Florida
$300K +$273K +2,215 New
Federated Hermes
640
Federated Hermes
Pennsylvania
$298K -$35.4K -287 -12%
CA
641
Calton & Associates
Florida
$298K +$261K +2,115 New
WJA
642
Williams Jones & Associates
New York
$296K -$12.3K -100 -4%
BA
643
BCM Advisors
Louisiana
$294K -$10.2K -83 -4%
SB
644
Simmons Bank
Arkansas
$294K -$6.17K -50 -2%
CCM
645
Carderock Capital Management
Maryland
$291K – – –
CHAM
646
Clear Harbor Asset Management
Connecticut
$291K +$6.17K +50 +2%
RPC
647
Rossmore Private Capital
Connecticut
$291K +$265K +2,150 New
SGAM
648
Steinberg Global Asset Management
Florida
$288K – – –
CWM
649
Confluence Wealth Management
Oregon
$287K -$80.2K -650 -23%
NA
650
NewEdge Advisors
Louisiana
$286K -$6.17K -50 -2%