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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1076
Springhouse Capital Management
Connecticut
$297K +$422K +2,000 New
MFA
1077
Mayflower Financial Advisors
Massachusetts
$296K -$57.2K -271 -12%
VA
1078
Valmark Advisers
Ohio
$296K – – –
SC
1079
SouthState Corp
Florida
$292K +$68K +322 +20%
HA
1080
Hamel Associates
New Jersey
$291K – – –
CI
1081
Conning Inc
Connecticut
$289K -$85.5K -405 -17%
BOTW
1082
Bank of the West
California
$289K -$6.12K -29 -1%
TWA
1083
TCI Wealth Advisors
Arizona
$285K +$32.5K +154 +9%
MFG
1084
Merit Financial Group
Georgia
$285K +$57.2K +271 +16%
QCG
1085
Quadrant Capital Group
Ohio
$283K -$97.1K -460 -19%
IIC
1086
Integrated Investment Consultants
Michigan
$281K +$59.7K +283 +18%
AG
1087
AIA Group
Hong Kong
$280K -$245K -1,163 -38%
ICM
1088
IMS Capital Management
Oregon
$280K +$5.7K +27 +1%
PI
1089
Putnam Investments
Massachusetts
$280K +$194K +918 +95%
BAM
1090
Berkshire Asset Management
Pennsylvania
$279K -$49.6K -235 -11%
JWM
1091
JGP Wealth Management
Oregon
$279K -$5.07K -24 -1%
PCM
1092
Parsons Capital Management
Rhode Island
$279K – – –
CPIA
1093
Cornell Pochily Investment Advisors
New York
$279K +$397K +1,880 New
WB
1094
Webster Bank
Connecticut
$278K – – –
Jones Financial Companies
1095
Jones Financial Companies
Missouri
$277K -$40.9K -194 -9%
AL
1096
Aspiriant LLC
California
$277K +$18.1K +86 +5%
CS
1097
Comerica Securities
Michigan
$274K – – –
TCM
1098
Tufton Capital Management
Maryland
$274K – – –
BL
1099
Balentine LLC
Georgia
$273K -$801K -3,795 -67%
LWCFA
1100
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$273K -$49.8K -236 -11%