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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
826
Sovereign Financial Group
Connecticut
$298K
PWLP
827
Prio Wealth Limited Partnership
Massachusetts
$297K -$11.9K -65 -4%
B
828
Bailard
California
$297K -$10.4K -57 -3%
CAMG
829
CWA Asset Management Group
Florida
$296K -$1.46K -8 -0.5%
CCM
830
Chilton Capital Management
Texas
$296K +$300K +1,643 New
LW
831
Linscomb Wealth
Texas
$295K -$18.3K -100 -6%
CL
832
CPWM LLC
Washington
$295K +$53.5K +293 +22%
Federated Hermes
833
Federated Hermes
Pennsylvania
$294K -$3.25M -17,807 -92%
CI
834
Conning Inc
Connecticut
$292K -$27.2K -149 -8%
BCCM
835
Bridge Creek Capital Management
Massachusetts
$292K -$9.13K -50 -3%
BHTS
836
Bar Harbor Trust Services
Maine
$290K
SAM
837
Strategy Asset Managers
California
$290K +$53.5K +293 +22%
LIM
838
Longfellow Investment Management
Massachusetts
$285K -$172K -944 -37%
SFSIG
839
San Francisco Sentry Investment Group
California
$285K +$42.9K +235 +17%
IA
840
IFP Advisors
Florida
$283K -$59.7K -327 -17%
SA
841
Strategic Advisors
New York
$282K -$49.1K -269 -15%
BCM
842
Birch Capital Management
Texas
$281K -$112K -616 -28%
TCWM
843
Total Clarity Wealth Management
Illinois
$281K -$31K -170 -10%
BFA
844
Brendel Financial Advisors
New Hampshire
$280K -$7.85K -43 -3%
AA
845
Addison Advisors
Vermont
$279K +$283K +1,549 New
RA
846
RFG Advisory
Alabama
$278K +$33.4K +183 +13%
VAS
847
Vestmark Advisory Solutions
Massachusetts
$276K +$280K +1,532 New
VCA
848
Verdence Capital Advisors
Maryland
$274K
CCP
849
Corient Capital Partners
California
$273K +$13.7K +75 +5%
CCM
850
Carderock Capital Management
Maryland
$272K -$2.74K -15 -1%