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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Summit Asset Management
Tennessee
$241K
MA
527
Mezzasalma Advisors
New Jersey
$240K +$235K +3,267 New
MAM
528
Milestone Asset Management
Pennsylvania
$239K +$235K +3,258 New
Vontobel Holding
529
Vontobel Holding
Switzerland
$232K +$7.57K +105 +3%
PCA
530
Pallas Capital Advisors
Massachusetts
$227K +$200K +2,779 New
AUB
531
Atlantic Union Bankshares
Virginia
$227K -$2.59K -36 -1%
TFS
532
Thoroughbred Financial Services
Tennessee
$227K +$224K +3,102 New
FNBT
533
FineMark National Bank & Trust
Florida
$227K -$10.4K -145 -4%
DWA
534
Douglass Winthrop Advisors
New York
$226K
LIM
535
Leavell Investment Management
Alabama
$225K +$221K +3,062 New
CA
536
Continuum Advisory
Idaho
$224K +$27K +374 +14%
Teacher Retirement System of Texas
537
Teacher Retirement System of Texas
Texas
$224K -$68.7K -953 -24%
GT
538
Glenview Trust
Kentucky
$222K -$17.2K -239 -7%
NP
539
NorthRock Partners
Minnesota
$221K +$217K +3,007 New
PA
540
Profund Advisors
Maryland
$220K -$46.6K -646 -18%
PCC
541
Park Circle Company
Maryland
$220K
BTWM
542
Baker Tilly Wealth Management
Wisconsin
$217K +$9.37K +130 +5%
SBIA
543
Sheaff Brock Investment Advisors
Indiana
$214K -$12.9K -179 -6%
AFG
544
Atomi Financial Group
New York
$208K +$204K +2,832 New
AP
545
Americana Partners
Texas
$206K +$18.9K +262 +10%
KA
546
Klingman & Associates
New York
$204K
AWM
547
Apollon Wealth Management
South Carolina
$203K +$200K +2,769 New
LBC
548
Lowe Brockenbrough & Co
Virginia
$202K
TC
549
Torno Capital
Massachusetts
$183K +$180K +2,500 New
HI
550
Horizon Investments
North Carolina
$179K +$1.73K +24 +1%