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Name Holding Trade Value Shares
Change
Change in
Stake
HB
601
Homrich & Berg
Georgia
$952K +$210K +1,666 +33%
CHAM
602
Clear Harbor Asset Management
Connecticut
$951K -$39.1K -311 -4%
Federated Hermes
603
Federated Hermes
Pennsylvania
$946K -$27.6K -219 -3%
NAM
604
NorthCoast Asset Management
Connecticut
$945K
SW
605
SteelPeak Wealth
California
$939K -$12.6K -100 -1%
SLI
606
Sumitomo Life Insurance
Japan
$937K -$51.1K -406 -6%
QIM
607
Quantitative Investment Management
Virginia
$937K +$841K +6,685 New
VC
608
Vicus Capital
Pennsylvania
$934K -$3.27K -26 -0.4%
RIM
609
Regent Investment Management
Kentucky
$932K -$284K -2,255 -25%
FFWA
610
FRG Family Wealth Advisors
Washington
$928K
PIM
611
Profit Investment Management
Maryland
$928K
IAS
612
Investment Advisory Services
Texas
$923K -$50.2K -399 -6%
UR
613
USCA RIA
Texas
$923K +$828K +6,581 New
AW
614
ACG Wealth
Georgia
$921K -$126K -1,001 -13%
FHA
615
First Horizon Advisors
Tennessee
$920K +$76.7K +610 +10%
P
616
Pitcairn
Pennsylvania
$919K -$482K -3,828 -37%
FA
617
FMA Advisory
Pennsylvania
$919K +$12.3K +98 +2%
PA
618
Procyon Advisors
Connecticut
$918K +$58.5K +465 +8%
Mackenzie Financial
619
Mackenzie Financial
Ontario, Canada
$917K +$184K +1,461 +29%
RGC
620
Roberts, Glore & Co
Illinois
$915K -$57.2K -455 -7%
PP
621
Palladium Partners
Virginia
$913K -$116K -920 -12%
SC
622
Savant Capital
Illinois
$913K +$83.7K +665 +11%
S
623
Seeyond
France
$908K +$435K +3,461 +115%
CHJWM
624
Carlton Hofferkamp & Jenks Wealth Management
Texas
$907K -$125K -990 -16%
AC
625
Allstate Corporation
Illinois
$897K +$188K +1,491 +30%