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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
776
Tufton Capital Management
Maryland
$923K +$59.3K +1,446 +7%
UAS
777
United Asset Strategies
New York
$922K +$141K +3,442 +18%
S
778
SignatureFD
Georgia
$918K +$129K +3,145 +17%
SMC
779
Smith, Moore & Co
Missouri
$918K +$60.2K +1,468 +7%
CIM
780
Contravisory Investment Management
Massachusetts
$914K +$896K +21,855 New
AWM
781
AE Wealth Management
Kansas
$911K +$226K +5,508 +34%
FNT
782
First National Trust
Pennsylvania
$911K -$127K -3,104 -12%
GI
783
GAMMA Investing
California
$906K +$278K +6,778 +46%
KWM
784
Kingsview Wealth Management
Oregon
$902K +$86.2K +2,103 +11%
AWE
785
Avidian Wealth Enterprises
Texas
$899K +$252K +6,141 +40%
LOAMU
786
Lombard Odier Asset Management (USA)
New York
$899K -$82K -2,000 -9%
V
787
ViaWealth
Kansas
$896K +$27.9K +680 +3%
SAI
788
Systematic Alpha Investments
New Jersey
$896K
BBHC
789
Brown Brothers Harriman & Co
New York
$893K -$23.6K -575 -3%
NSEDCP
790
NJ State Employees Deferred Compensation Plan
New Jersey
$890K
GVAG
791
Great Valley Advisor Group
Delaware
$886K -$598K -14,603 -41%
CCM
792
Copeland Capital Management
Pennsylvania
$883K +$102K +2,484 +13%
DBIA
793
Dumont & Blake Investment Advisors
New Jersey
$879K -$5.94K -145 -0.7%
GCM
794
Glynn Capital Management
California
$876K
TG
795
TCW Group
California
$875K +$46.2K +1,128 +6%
BBI
796
Baxter Bros Inc
Connecticut
$868K -$21.1K -515 -2%
HW
797
Hancock Whitney
Mississippi
$857K +$34.4K +839 +4%
TW
798
TritonPoint Wealth
Maryland
$854K -$45.9K -1,120 -5%
FFM
799
Forum Financial Management
Illinois
$854K +$55.4K +1,351 +7%
HCA
800
Harbor Capital Advisors
Illinois
$853K -$485K -11,830 -37%