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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
676
Evermay Wealth Management
Virginia
$311K -$224K -8,133 -45%
FHA
677
First Horizon Advisors
Tennessee
$311K +$52.3K +1,894 +24%
APG
678
Abacus Planning Group
South Carolina
$309K – – –
WTC
679
WhitTier Trust Company
Nevada
$308K +$20.7K +750 +8%
PAS
680
Park Avenue Securities
New York
$308K +$21.4K +775 +9%
TCPWM
681
Traverso Chambers Private Wealth Management
California
$301K – – –
PCG
682
Private Capital Group
Connecticut
$300K -$95.2K -3,448 -27%
ECM
683
Estabrook Capital Management
New York
$298K – – –
SFS
684
Sowell Financial Services
Arkansas
$298K -$86.6K -3,139 -27%
OC
685
Oakworth Capital
Alabama
$298K +$31.6K +1,145 +14%
CT
686
Cambridge Trust
Massachusetts
$297K -$3.23K -117 -1%
CT
687
Chicago Trust
Illinois
$296K -$856 -31 -0.3%
MHIC
688
Marble Harbor Investment Counsel
Massachusetts
$296K – – –
FCI
689
Financial Counselors Inc
Kansas
$296K +$8.17K +296 +3%
RWM
690
Ritholtz Wealth Management
New York
$296K +$257K +9,328 New
TA
691
Tectonic Advisors
Texas
$295K +$7.59K +275 +3%
ER
692
Enlightenment Research
Florida
$295K +$257K +9,303 New
FMLI
693
Fukoku Mutual Life Insurance
Japan
$292K – – –
BWM
694
BigSur Wealth Management
Florida
$291K – – –
CCB
695
Cutter & Co Brokerage
Missouri
$291K +$221 +8 +0.1%
CAM
696
Claret Asset Management
Quebec, Canada
$288K -$194K -7,012 -44%
HC
697
HNP Capital
New York
$288K – – –
VRM
698
Vectors Research Management
New York
$288K – – –
RJT
699
Raymond James Trust
Florida
$287K -$41.2K -1,494 -14%
EFS
700
Essex Financial Services
Connecticut
$287K +$249K +9,024 New