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Name Holding Trade Value Shares
Change
Change in
Stake
CMI
1476
Clare Market Investments
Texas
$758K -$33.6K -250 -5%
CCT
1477
Chemung Canal Trust
New York
$757K -$3.86M -28,664 -85%
MIM
1478
Miller Investment Management
Pennsylvania
$756K – – –
LFA
1479
Legacy Financial Advisors
Kentucky
$754K -$179K -1,329 -21%
MassMutual Private Wealth & Trust
1480
MassMutual Private Wealth & Trust
Connecticut
$754K +$53.7K +399 +9%
TCTC Holdings
1481
TCTC Holdings
Texas
$752K +$76.3K +567 +13%
Balentine LLC
1482
Balentine LLC
Georgia
$752K +$97.7K +726 +18%
FA
1483
Fountainhead AM
New Jersey
$750K – – –
MCWS
1484
McKinley Carter Wealth Services
West Virginia
$742K -$9.42K -70 -1%
SFS
1485
Summit Financial Strategies
Ohio
$738K -$5.38K -40 -0.8%
IP
1486
Intellectus Partners
California
$738K +$21.8K +162 +4%
BFIM
1487
Beese Fulmer Investment Management
Ohio
$735K +$162K +1,202 +34%
IA
1488
IFG Advisors
Missouri
$733K +$2.69K +20 +0.4%
LB
1489
Legacy Bridge
Iowa
$729K – – –
Ingalls & Snyder LLC
1490
Ingalls & Snyder LLC
New York
$729K +$308K +2,289 +94%
GIA
1491
Gladstone Institutional Advisory
Florida
$728K +$150K +1,116 +31%
WPP
1492
Whalerock Point Partners
Rhode Island
$728K – – –
WP
1493
Waycross Partners
Kentucky
$726K – – –
BIAS
1494
Beacon Investment Advisory Services
New Jersey
$724K -$22.3K -166 -3%
SCI
1495
Stableford Capital II
Arizona
$724K +$5.79K +43 +0.9%
TFS
1496
TrustCore Financial Services
Tennessee
$724K +$24.8K +184 +4%
EFS
1497
Essex Financial Services
Connecticut
$722K – – –
AIM
1498
Alhambra Investment Management
Florida
$720K – – –
BC
1499
Burleson & Co
California
$719K +$673 +5 +0.1%
TCB
1500
Texas Capital Bancshares
Texas
$719K +$2.02K +15 +0.3%