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Name Holding Trade Value Shares
Change
Change in
Stake
KA
551
Klingman & Associates
New York
$367K – – –
11A
552
10-15 Associates
New York
$361K -$35.1K -322 -9%
HL
553
HeadInvest LLC
Maine
$356K -$338K -3,100 -50%
FHA
554
Flagship Harbor Advisors
Massachusetts
$356K -$544 -5 -0.2%
OC
555
Oakworth Capital
Alabama
$356K – – –
PWLP
556
Prio Wealth Limited Partnership
Massachusetts
$355K – – –
PIMG
557
Patriot Investment Management Group
Tennessee
$349K +$332K +3,045 New
AIM
558
Axiom Investment Management
New York
$343K +$11.8K +108 +4%
SSWM
559
Smith Salley Wealth Management
North Carolina
$343K +$98.7K +906 +43%
HAG
560
HighPoint Advisor Group
Illinois
$342K -$12.3K -113 -4%
B
561
Barings
North Carolina
$341K – – –
FI
562
FormulaFolio Investments
Michigan
$341K +$323K +2,969 New
WPC
563
Waters Parkerson & Co
Louisiana
$340K – – –
SYBT
564
Stock Yards Bank & Trust
Kentucky
$339K – – –
WTC
565
WhitTier Trust Company
Nevada
$339K – – –
ZCM
566
Zebra Capital Management
Connecticut
$339K +$321K +2,948 New
HCM
567
Hutner Capital Management
Vermont
$337K +$7.08K +65 +2%
AFC
568
AFT Forsyth & Company
Florida
$336K – – –
Nuveen
569
Nuveen
North Carolina
$335K +$9.69K +89 +3%
MWM
570
Modera Wealth Management
New Jersey
$334K – – –
BC
571
Brookfield Corp
Ontario, Canada
$333K – – –
HJGA
572
Hardman Johnston Global Advisors
Connecticut
$333K – – –
MRCM
573
M&R Capital Management
New Jersey
$333K – – –
AI
574
Atria Investments
North Carolina
$332K -$732K -6,725 -70%
SBSB
575
Sullivan, Bruyette, Speros & Blaney
Virginia
$332K – – –