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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
776
Catawba Capital Management
Virginia
$241K – – –
BSW
777
Buckingham Strategic Wealth
Missouri
$240K +$41.3K +851 +19%
Two Sigma Investments
778
Two Sigma Investments
New York
$240K +$254K +5,230 New
FCI
779
Financial Counselors Inc
Kansas
$239K -$26.1K -537 -9%
SSB
780
Sandy Spring Bank
Maryland
$237K +$135K +2,778 +117%
HIIFS
781
Harel Insurance Investments & Financial Services
Israel
$236K +$146K +3,000 +141%
BONST
782
Bank of Nova Scotia Trust
Ontario, Canada
$232K – – –
WP
783
WealthSource Partners
California
$231K -$37.5K -772 -13%
SIC
784
Shoker Investment Counsel
Ohio
$227K +$7.04K +145 +3%
GAMC
785
Garner Asset Management Corp
Texas
$226K -$26.7K -550 -10%
SC
786
SouthState Corp
Florida
$225K – – –
GCA
787
Gradient Capital Advisors
California
$224K -$13.5K -279 -5%
TG
788
TLP Group
Illinois
$224K +$57.4K +1,183 +32%
HPC
789
HM Payson & Co
Maine
$223K +$22.4K +461 +11%
CL
790
Choreo LLC
Illinois
$222K -$11.1K -229 -5%
NPPM
791
North Point Portfolio Managers
Ohio
$217K – – –
SBWM
792
Sunflower Bank Wealth Management
Arizona
$216K -$37.6K -775 -14%
WSTAM
793
Wilbanks Smith & Thomas Asset Management
Virginia
$215K -$12.6K -260 -5%
BFO
794
Biltmore Family Office
North Carolina
$213K -$329K -6,773 -59%
WPP
795
Whalerock Point Partners
Rhode Island
$213K +$19.4K +400 +9%
AL
796
Aspiriant LLC
California
$211K +$223K +4,600 New
GAM
797
Gould Asset Management
California
$211K +$223K +4,600 New
NA
798
NewEdge Advisors
Louisiana
$210K -$156K -3,205 -41%
DWT
799
Dorsey & Whitney Trust
South Dakota
$209K -$32K -659 -13%
FM
800
Foster & Motley
Ohio
$209K -$21.8K -450 -9%