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Name Holding Trade Value Shares
Change
Change in
Stake
EM
601
ELCO Management
New York
$812K
EWM
602
Empirical Wealth Management
Washington
$795K -$21.7K -109 -3%
BHBT
603
Burke & Herbert Bank & Trust
Virginia
$792K +$48K +241 +7%
IP
604
Intellectus Partners
California
$791K -$111K -559 -13%
MWM
605
Mission Wealth Management
California
$790K +$996 +5 +0.1%
PA
606
Parallel Advisors
California
$789K +$1.2K +6 +0.2%
CAG
607
Csenge Advisory Group
Florida
$778K +$94.4K +474 +15%
AI
608
ArchPoint Investors
Florida
$778K +$147K +740 +25%
BOH
609
Bank of Hawaii
Hawaii
$768K +$5.78K +29 +0.8%
HAM
610
Hammer Asset Management
California
$766K -$429K -2,153 -37%
CT
611
Coastline Trust
Rhode Island
$765K -$106K -530 -13%
O
612
Ossiam
France
$753K -$598K -3,003 -46%
ANRIA
613
American National Registered Investment Advisor
Texas
$751K
SOAMC
614
Spirit of America Management Corp
New York
$750K +$49.8K +250 +8%
FI
615
Fosun International
China
$745K
V
616
Veritable
Delaware
$734K -$6.18K -31 -0.9%
CC
617
Cannell & Co
New York
$732K
AF
618
Advisornet Financial
Minnesota
$731K -$7.77K -39 -1%
WKWM
619
Walter & Keenan Wealth Management
Indiana
$726K -$199K -1,000 -23%
BRWA
620
B. Riley Wealth Advisors
Florida
$721K +$44.2K +222 +7%
MCA
621
Morris Capital Advisors
Pennsylvania
$717K -$20.1K -101 -3%
DCM
622
Dupont Capital Management
Delaware
$715K -$441K -2,215 -40%
ANBT
623
American National Bank & Trust
Texas
$711K +$7.97K +40 +1%
MS
624
Madden Securities
Texas
$698K -$21.9K -110 -3%
MBT
625
Montecito Bank & Trust
California
$693K -$24.7K -124 -4%