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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
726
Cacti Asset Management
Georgia
$312K
MC
727
Matisse Capital
Oregon
$312K
CB
728
Cadence Bank
Mississippi
$312K +$308K +25,018 New
PFGIA
729
Patriot Financial Group Insurance Agency
Massachusetts
$311K +$24.2K +1,967 +9%
PTC
730
Philadelphia Trust Company
Pennsylvania
$309K -$354K -28,753 -54%
SKK
731
Shepherd Kaplan Krochuk
Massachusetts
$309K
FA
732
Fortis Advisors
Pennsylvania
$309K +$3.52K +286 +1%
CCA
733
Checchi Capital Advisers
California
$308K -$12.4K -1,007 -4%
WAM
734
Wealthspire Advisors (Maryland)
Maryland
$306K -$33.1K -2,688 -10%
CBB
735
Citizens Business Bank
California
$305K
LC
736
Loews Corp
New York
$303K +$45.8K +3,721 +18%
HCM
737
Hodges Capital Management
Texas
$299K +$11.1K +900 +4%
MWM
738
Meridian Wealth Management
Kentucky
$298K +$714 +58 +0.2%
SP
739
Successful Portfolios
Florida
$298K +$294K +23,866 New
MOS
740
MGO One Seven
Ohio
$295K +$291K +23,630 New
MVA
741
Mount Vernon Associates
Maryland
$291K
SMC
742
Smith, Moore & Co
Missouri
$290K -$33.4K -2,713 -10%
EDRIA
743
Edmonds Duncan Registered Investment Advisors
Kansas
$290K
SCM
744
SOL Capital Management
Maryland
$290K
LCM
745
Liberty Capital Management
Michigan
$287K -$1.17M -95,362 -81%
WPC
746
Waters Parkerson & Co
Louisiana
$285K
SA
747
Strategic Advisors
New York
$284K +$280K +22,769 New
MPWT
748
MassMutual Private Wealth & Trust
Connecticut
$283K +$75.2K +6,109 +37%
TG
749
TCW Group
California
$281K -$443K -35,998 -62%
RAM
750
Roanoke Asset Management
New Jersey
$281K -$3.39K -275 -1%