Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1376
Flagship Harbor Advisors
Massachusetts
$1.53M +$142K +3,033 +10%
BAM
1377
Belpointe Asset Management
Nevada
$1.53M +$189K +4,041 +14%
TSWM
1378
Triangle Securities Wealth Management
North Carolina
$1.51M +$44.8K +957 +3%
OA
1379
Oxbow Advisors
Texas
$1.5M -$43.2K -922 -3%
RIM
1380
Regent Investment Management
Kentucky
$1.5M +$35.1K +750 +2%
BPA
1381
Beacon Pointe Advisors
California
$1.5M +$1.49M +31,863 New
MHIM
1382
MacNealy Hoover Investment Management
Ohio
$1.49M +$21.1K +450 +1%
EAM
1383
Evanson Asset Management
California
$1.49M +$406K +8,665 +38%
P
1384
Pitcairn
Pennsylvania
$1.49M -$497K -10,605 -25%
EWM
1385
Empirical Wealth Management
Washington
$1.49M +$49.8K +1,064 +3%
BHBT
1386
Burke & Herbert Bank & Trust
Virginia
$1.49M +$37.7K +805 +3%
WA
1387
Wealth Architects
California
$1.48M +$11.5K +246 +0.8%
RA
1388
RFG Advisory
Alabama
$1.48M -$249K -5,318 -14%
PWSG
1389
Pacific Wealth Strategies Group
California
$1.48M +$135K +2,876 +10%
V
1390
VeraBank
Texas
$1.47M +$1.47M +31,369 New
CBU
1391
CIBC Bank USA
Illinois
$1.47M +$46.7K +997 +3%
NG
1392
Northstar Group
New York
$1.46M +$4.82K +103 +0.3%
CIC
1393
Crawford Investment Counsel
Georgia
$1.46M +$148K +3,156 +11%
KJWM
1394
Kiley Juergens Wealth Management
Washington
$1.45M +$33.1K +708 +2%
FIB
1395
First Interstate Bank
Montana
$1.44M +$31.1K +665 +2%
HJA
1396
Hugh Johnson Advisors
New York
$1.43M +$19.1K +407 +1%
BCM
1397
BTR Capital Management
California
$1.43M -$146K -3,120 -9%
BP
1398
Ballentine Partners
Massachusetts
$1.43M -$121K -2,591 -8%
MCM
1399
Murphy Capital Management
New Jersey
$1.43M -$58.5K -1,250 -4%
HCM
1400
HMS Capital Management
Tennessee
$1.43M +$282K +6,014 +25%