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Name Holding Trade Value Shares
Change
Change in
Stake
BAS
1126
Brown Advisory Securities
Maryland
$262K -$254K -785 -51%
CIP
1127
Convergence Investment Partners
Florida
$261K -$16.8K -52 -6%
NERM
1128
New England Research & Management
Illinois
$260K – – –
BBW
1129
Blue Barn Wealth
Utah
$260K +$972 +3 +0.4%
TWM
1130
Titus Wealth Management
California
$259K – – –
EI
1131
Ethic Inc
New York
$258K +$8.1K +25 +3%
SIC
1132
Samalin Investment Counsel
New York
$258K +$241K +743 New
BWM
1133
BigSur Wealth Management
Florida
$257K -$8.75K -27 -4%
MBT
1134
Montecito Bank & Trust
California
$257K – – –
GFP
1135
Gryphon Financial Partners
Ohio
$256K -$324 -1 -0.1%
RCM
1136
Radnor Capital Management
Pennsylvania
$256K – – –
CW
1137
CreativeOne Wealth
Kansas
$254K +$13.3K +41 +6%
NFG
1138
Nations Financial Group
Iowa
$254K +$237K +732 New
FWM
1139
Fairhaven Wealth Management
Illinois
$252K – – –
DAM
1140
Delta Asset Management
Tennessee
$250K -$3.24K -10 -1%
TA
1141
TrueWealth Advisors
Alabama
$247K +$231K +712 New
SCM
1142
Schnieders Capital Management
California
$246K – – –
ACM
1143
Advisors Capital Management
New Jersey
$246K +$230K +711 New
GL
1144
Graypoint LLC
New York
$246K +$230K +711 New
GQG Partners
1145
GQG Partners
Florida
$245K +$229K +706 New
GLA
1146
Good Life Advisors
Pennsylvania
$244K +$228K +705 New
CF
1147
Corrigan Financial
Rhode Island
$243K – – –
FAB
1148
First American Bank
Illinois
$243K – – –
MCM
1149
Manchester Capital Management
Vermont
$243K – – –
BCM
1150
Bluefin Capital Management
New York
$243K +$227K +700 New