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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
926
Orleans Capital Management
Louisiana
$411K -$140K -2,875 -26%
Stonegate Investment Group
927
Stonegate Investment Group
Alabama
$411K -$51.1K -1,047 -11%
PFSC
928
Peoples Financial Services Corp
Pennsylvania
$409K -$17K -348 -4%
HVP
929
Hudson Value Partners
Florida
$408K -$496K -10,149 -56%
Duff & Phelps Investment Management
930
Duff & Phelps Investment Management
Illinois
$406K – – –
OneDigital Investment Advisors
931
OneDigital Investment Advisors
Kansas
$406K -$3.81K -78 -1%
BFO
932
Biltmore Family Office
North Carolina
$406K – – –
BFS
933
Bard Financial Services
Connecticut
$405K -$6.11K -125 -2%
MW
934
Marcum Wealth
Ohio
$404K -$21.1K -431 -5%
BMWM
935
Brown Miller Wealth Management
Virginia
$403K +$25.9K +531 +7%
HA
936
Herold Advisors
New York
$402K +$9.97K +204 +3%
TCM
937
Twin Capital Management
Pennsylvania
$402K -$1.61M -32,937 -81%
CGL
938
Clarius Group LLC
Washington
$402K +$17.6K +361 +5%
Summit Financial
939
Summit Financial
New Jersey
$400K +$13.5K +277 +4%
Brighton Jones LLC
940
Brighton Jones LLC
Washington
$399K -$60.8K -1,245 -14%
AWM
941
Accurate Wealth Management
Florida
$397K +$45.3K +927 +15%
Y-Intercept (HK)
942
Y-Intercept (HK)
Hong Kong
$397K +$114K +2,340 +42%
MCP
943
Mirador Capital Partners
California
$396K -$138K -2,831 -26%
Exencial Wealth Advisors
944
Exencial Wealth Advisors
Oklahoma
$394K +$146K +2,990 +62%
MIC
945
Meridian Investment Counsel
California
$393K -$7.28K -149 -2%
MPAM
946
Murphy Pohlad Asset Management
Minnesota
$391K +$19.5K +400 +5%
FMAEN1
947
Fund Management at Engine No 1
California
$390K +$41.1K +841 +12%
LAM
948
Lingohr Asset Management
Germany
$390K – – –
Evercore Wealth Management
949
Evercore Wealth Management
New York
$390K +$28.5K +584 +8%
Quadrant Capital Group
950
Quadrant Capital Group
Ohio
$388K +$71.4K +1,462 +23%