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Name Holding Trade Value Shares
Change
Change in
Stake
EF
626
Empirical Finance
Pennsylvania
$856K -$8.79K -49 -1%
CCM
627
Chilton Capital Management
Texas
$854K -$19.4K -108 -2%
OPW
628
Oxler Private Wealth
New York
$853K -$52.5K -293 -5%
AAM
629
Aureus Asset Management
Massachusetts
$847K -$8.97K -50 -1%
PGCM
630
Prescott Group Capital Management
Oklahoma
$847K
BFS
631
Bradley Foster & Sargent
Connecticut
$840K -$345K -1,924 -28%
BHBT
632
Burke & Herbert Bank & Trust
Virginia
$838K -$22.4K -125 -2%
MHC
633
Meyer Handelman Company
New York
$813K
HI
634
Horizon Investments
North Carolina
$813K +$5.2K +29 +0.6%
MMPW
635
Mitchell McLeod Pugh & Williams
Alabama
$810K +$399K +2,223 +87%
PRP
636
Peak Retirement Planning
Ohio
$807K +$855K +4,770 New
Lazard Asset Management
637
Lazard Asset Management
New York
$805K -$885K -4,936 -51%
SEA
638
Stegent Equity Advisors
Texas
$803K -$57.2K -319 -6%
GT
639
Glenview Trust
Kentucky
$803K +$28.9K +161 +4%
WF
640
Welch & Forbes
Massachusetts
$796K -$4.66K -26 -0.6%
AWA
641
Arete Wealth Advisors
Illinois
$795K +$200K +1,115 +31%
NMIMC
642
Northwestern Mutual Investment Management Company
Wisconsin
$794K +$1.79K +10 +0.2%
AWA
643
Aaron Wealth Advisors
Illinois
$793K +$90.6K +505 +12%
FIM
644
Freedom Investment Management
Connecticut
$789K +$69.2K +386 +9%
SA
645
Sylvest Advisors
Texas
$788K +$834K +4,652 New
PFPT
646
Pinnacle Financial Partners (Tennessee)
Tennessee
$788K +$8.43K +47 +1%
IPW
647
Impact Partnership Wealth
Georgia
$780K +$826K +4,604 New
NB
648
NBT Bank
New York
$779K -$73K -407 -8%
SG Americas Securities
649
SG Americas Securities
New York
$775K -$22.6M -126,167 -96%
FMWA
650
Forvis Mazars Wealth Advisors
Missouri
$774K