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Name Holding Trade Value Shares
Change
Change in
Stake
CA
926
CoreCap Advisors
Michigan
$356K -$104K -2,057 -20%
RIA
927
Richwood Investment Advisors
Ohio
$355K -$23.6K -465 -5%
BFO
928
Biltmore Family Office
North Carolina
$354K -$7.61K -150 -2%
DPIM
929
Duff & Phelps Investment Management
Illinois
$354K
SIA
930
Schechter Investment Advisors
Michigan
$351K +$116K +2,289 +40%
SFM
931
Signet Financial Management
New Jersey
$350K +$5.32K +105 +1%
FMWA
932
Forvis Mazars Wealth Advisors
Missouri
$350K +$34.9K +689 +9%
OAM
933
Occidental Asset Management
California
$350K +$404K +7,974 New
MIC
934
Meridian Investment Counsel
California
$349K -$2.13K -42 -0.5%
CGH
935
CMG Global Holdings
Texas
$345K -$19.9K -393 -5%
NIM
936
Northeast Investment Management
Massachusetts
$344K
FHA
937
Flagship Harbor Advisors
Massachusetts
$341K -$22.6K -445 -5%
RMDI
938
R.M. Davis Inc
Maine
$341K -$15.8K -311 -4%
HA
939
Herold Advisors
New York
$341K -$2.33K -46 -0.6%
SF
940
Summit Financial
New Jersey
$336K +$188K +3,710 +94%
BHBT
941
Burke & Herbert Bank & Trust
Virginia
$335K -$6.34K -125 -2%
CGL
942
Clarius Group LLC
Washington
$335K +$1.77K +35 +0.5%
MAM
943
Madison Asset Management
Wisconsin
$334K
PG
944
Pendal Group
Australia
$330K +$381K +7,507 New
ATC
945
Adirondack Trust Company
New York
$329K +$154K +3,040 +68%
BMWM
946
Brown Miller Wealth Management
Virginia
$328K -$180K -3,544 -32%
GC
947
Gilbert & Cook
Iowa
$328K +$5.32K +105 +2%
ISL
948
Ingalls & Snyder LLC
New York
$326K +$1.32K +26 +0.4%
MHS
949
M Holdings Securities
Oregon
$325K +$7.4K +146 +2%
MPAM
950
Murphy Pohlad Asset Management
Minnesota
$322K -$203K -4,000 -35%