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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
601
Physicians Financial Services
North Carolina
$955K +$252 +2 +0%
HB
602
Homrich & Berg
Georgia
$952K +$210K +1,666 +33%
CHAM
603
Clear Harbor Asset Management
Connecticut
$951K -$39.1K -311 -4%
Federated Hermes
604
Federated Hermes
Pennsylvania
$946K -$27.6K -219 -3%
NAM
605
NorthCoast Asset Management
Connecticut
$945K – – –
SW
606
SteelPeak Wealth
California
$939K -$12.6K -100 -1%
SLI
607
Sumitomo Life Insurance
Japan
$937K -$51.1K -406 -6%
QIM
608
Quantitative Investment Management
Virginia
$937K +$841K +6,685 New
VC
609
Vicus Capital
Pennsylvania
$934K -$3.27K -26 -0.4%
RIM
610
Regent Investment Management
Kentucky
$932K -$284K -2,255 -25%
FFWA
611
FRG Family Wealth Advisors
Washington
$928K – – –
PIM
612
Profit Investment Management
Maryland
$928K – – –
IAS
613
Investment Advisory Services
Texas
$923K -$50.2K -399 -6%
UR
614
USCA RIA
Texas
$923K +$828K +6,581 New
AW
615
ACG Wealth
Georgia
$921K -$126K -1,001 -13%
FHA
616
First Horizon Advisors
Tennessee
$920K +$76.7K +610 +10%
P
617
Pitcairn
Pennsylvania
$919K -$482K -3,828 -37%
FA
618
FMA Advisory
Pennsylvania
$919K +$12.3K +98 +2%
PA
619
Procyon Advisors
Connecticut
$918K +$58.5K +465 +8%
Mackenzie Financial
620
Mackenzie Financial
Ontario, Canada
$917K +$184K +1,461 +29%
RGC
621
Roberts, Glore & Co
Illinois
$915K -$57.2K -455 -7%
PP
622
Palladium Partners
Virginia
$913K -$116K -920 -12%
SC
623
Savant Capital
Illinois
$913K +$83.7K +665 +11%
S
624
Seeyond
France
$908K +$435K +3,461 +115%
CHJWM
625
Carlton Hofferkamp & Jenks Wealth Management
Texas
$907K -$125K -990 -16%