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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1151
Angeles Investment Advisors
California
$862K +$6.56K +24 +0.9%
LCGC
1152
Legacy Capital Group California
California
$858K -$185K -676 -20%
HW
1153
Hancock Whitney
Mississippi
$858K -$17K -62 -2%
OCM
1154
Orion Capital Management
California
$851K -$8.2K -30 -1%
CI
1155
CX Institutional
Indiana
$847K -$5.2K -19 -0.7%
ST
1156
Sabal Trust
Florida
$841K -$86.1K -315 -10%
CWA
1157
CM Wealth Advisors
Ohio
$838K +$698K +2,553 New
KCM
1158
KRS Capital Management
Michigan
$838K -$79.8K -292 -10%
CFO
1159
Collective Family Office
Pennsylvania
$837K +$103K +377 +16%
WF
1160
Welch & Forbes
Massachusetts
$835K +$58.2K +213 +9%
EFS
1161
Essex Financial Services
Connecticut
$833K +$35.5K +130 +5%
AWM
1162
Avior Wealth Management
Nebraska
$831K +$470K +1,719 +183%
MG
1163
Mather Group
Illinois
$831K -$73K -267 -7%
CGL
1164
Clarius Group LLC
Washington
$830K -$103K -377 -12%
BWL
1165
Bogart Wealth LLC
Virginia
$830K
BTW
1166
Boston Trust Walden
Massachusetts
$830K
ACM
1167
Allred Capital Management
Texas
$829K +$4.37K +16 +0.6%
CPSC
1168
Carl P. Sherr & Co
Massachusetts
$829K +$273 +1 +0%
FMLI
1169
Fukoku Mutual Life Insurance
Japan
$822K -$40.2K -147 -5%
NFG
1170
Nations Financial Group
Iowa
$820K +$27.3K +100 +4%
PP
1171
Patron Partners
Texas
$818K -$3.83K -14 -0.5%
MIC
1172
Maxi Investments CY
Cyprus
$813K +$711K +2,600 New
GAM
1173
Griffin Asset Management
New York
$813K +$711K +2,600 New
PFBT
1174
Parkside Financial Bank & Trust
Missouri
$810K +$284K +1,038 +67%
OC
1175
Oakworth Capital
Alabama
$808K -$15K -55 -2%