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Name Holding Trade Value Shares
Change
Change in
Stake
DE
526
Diversified Enterprises
Delaware
$266K +$17.9K +105 +6%
SF
527
Summit Financial
New Jersey
$265K +$293K +1,718 New
MAM
528
MMA Asset Management
Pennsylvania
$264K
HTC
529
Haverford Trust Company
Pennsylvania
$264K -$513K -3,009 -64%
FLPIM
530
F.L. Putnam Investment Management
Massachusetts
$261K +$14.5K +85 +5%
HNW
531
High Note Wealth
Minnesota
$260K
SC
532
SouthState Corp
Florida
$259K +$282K +1,656 +6,624%
RFC
533
Regions Financial Corp
Alabama
$259K -$548K -3,216 -66%
PNC
534
Park National Corp
Ohio
$258K +$52.7K +309 +23%
Harris Associates
535
Harris Associates
Illinois
$258K +$37.4K +219 +15%
WPC
536
Wedmont Private Capital
Pennsylvania
$258K -$180K -1,053 -39%
NWM
537
Nolet Wealth Management
Texas
$257K +$285K +1,670 New
RMDI
538
R.M. Davis Inc
Maine
$257K -$31.4K -184 -10%
MLL
539
Moody Lynn & Lieberson
Massachusetts
$255K +$2.56K +15 +0.9%
DADC
540
D.A. Davidson & Co
Montana
$254K -$188K -1,102 -40%
MC
541
Moors & Cabot
Massachusetts
$252K +$25.6K +150 +10%
CP
542
Canopy Partners
Ohio
$251K -$1.19K -7 -0.4%
TW
543
Traveka Wealth
California
$250K +$8.53K +50 +3%
SAI
544
Savvy Advisors Inc
New York
$250K +$60.4K +354 +28%
MHR
545
Matthew Hamilton Rosenberg
$248K +$87K +510 +46%
KOCAA
546
Knights of Columbus Asset Advisors
Connecticut
$247K +$129K +758 +90%
MCC
547
Malaga Cove Capital
California
$247K -$28.3K -166 -9%
IF
548
Integrity Financial
Wyoming
$247K
WA
549
Wealth Alliance
New York
$246K -$138K -812 -34%
GAM
550
Gotham Asset Management
New York
$246K