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Name Holding Trade Value Shares
Change
Change in
Stake
SF
601
Synovus Financial
Georgia
$856K -$56.6K -402 -5%
CCM
602
Covington Capital Management
California
$853K -$49.3K -350 -5%
HPC
603
HM Payson & Co
Maine
$849K -$84.5K -600 -8%
RCM
604
Rings Capital Management
Illinois
$849K +$985K +7,000 New
IAS
605
Investment Advisory Services
Texas
$847K +$1.13K +8 +0.1%
WA1
606
Wimmer Associates 1
California
$846K +$144K +1,020 +17%
RGC
607
Roberts, Glore & Co
Illinois
$846K +$227K +1,613 +30%
Federated Hermes
608
Federated Hermes
Pennsylvania
$845K -$127K -900 -11%
RAM
609
Redmond Asset Management
Virginia
$842K -$2.96K -21 -0.3%
BRWA
610
B. Riley Wealth Advisors
Florida
$840K +$528K +3,751 +118%
SOAMC
611
Spirit of America Management Corp
New York
$837K -$160K -1,135 -14%
LWCFA
612
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$834K -$32.4K -230 -3%
CI
613
Cigna Investments
Connecticut
$828K +$63.3K +450 +7%
PFS
614
Physicians Financial Services
North Carolina
$826K -$148K -1,050 -13%
RPSA
615
Richard P. Slaughter Associates
Texas
$825K -$93.6K -665 -9%
SW
616
SteelPeak Wealth
California
$824K +$10.4K +74 +1%
CHJWM
617
Carlton Hofferkamp & Jenks Wealth Management
Texas
$821K +$172K +1,225 +24%
KTM
618
Keeler Thomas Management
Utah
$818K +$49.3K +350 +5%
NAM
619
NorthCoast Asset Management
Connecticut
$817K +$948K +6,737 New
ED
620
Exane Derivatives
France
$816K -$428K -3,039 -31%
VC
621
Vicus Capital
Pennsylvania
$811K -$86.9K -617 -8%
GAG
622
GM Advisory Group
New York
$811K +$942K +6,690 New
ECM
623
Everence Capital Management
Indiana
$808K
CAM
624
Columbia Asset Management
Michigan
$805K +$166K +1,180 +22%
FFWA
625
FRG Family Wealth Advisors
Washington
$802K -$129K -915 -12%