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Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
1201
Charter Research & Investment Group
Connecticut
$3.81M
WKWM
1202
Walter & Keenan Wealth Management
Indiana
$3.8M +$48.8K +470 +1%
BCA
1203
Bay Colony Advisors
Massachusetts
$3.8M +$203K +1,959 +6%
PAM
1204
Pegasus Asset Management
New York
$3.8M +$1.56K +15 +0%
SWMG
1205
Signature Wealth Management Group
Georgia
$3.8M +$3.62M +34,828 New
DJSG
1206
D.J. St. Germain
Massachusetts
$3.79M -$111K -1,066 -3%
ZCM
1207
Ziegler Capital Management
Illinois
$3.77M -$285K -2,742 -7%
LWM
1208
Lodestone Wealth Management
Washington
$3.77M +$4.88K +47 +0.1%
CIC
1209
Carnegie Investment Counsel
Ohio
$3.77M -$783K -7,548 -18%
WT
1210
Washington Trust
Rhode Island
$3.76M -$84.1K -810 -2%
SC
1211
SouthState Corp
Florida
$3.76M -$135K -1,304 -4%
CIC
1212
Cornercap Investment Counsel
Georgia
$3.76M +$44.4K +428 +1%
RWA
1213
River Wealth Advisors
Pennsylvania
$3.75M +$109K +1,051 +3%
KA
1214
Keene & Associates
Texas
$3.75M -$37.2K -358 -1%
SP
1215
Stonebrook Private
Michigan
$3.75M +$3.57M +34,373 New
3IP
1216
3Chopt Investment Partners
Virginia
$3.74M +$60.8K +586 +2%
NCM
1217
Nelson Capital Management
California
$3.74M -$85.6K -825 -2%
TAM
1218
Tealwood Asset Management
Minnesota
$3.74M -$21.4K -206 -0.6%
CFCI
1219
Comprehensive Financial Consultants Institutional
Indiana
$3.72M +$127K +1,223 +4%
TCPG
1220
Trivant Custom Portfolio Group
California
$3.72M -$9.45K -91 -0.3%
FFBTD
1221
First Financial Bank - Trust Division
Ohio
$3.71M -$81.3K -783 -2%
SACTSONJ
1222
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.71M
GP
1223
Girard Partners
Pennsylvania
$3.7M -$86.1K -829 -2%
ADBIC
1224
A.D. Beadell Investment Counsel
Wisconsin
$3.67M -$24.7K -238 -0.7%
SCM
1225
Schnieders Capital Management
California
$3.67M -$456K -4,394 -12%