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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
776
HM Payson & Co
Maine
$797K -$26.8K -738 -3%
PTC
777
Philadelphia Trust Company
Pennsylvania
$794K +$750K +20,682 New
SPIA
778
Steward Partners Investment Advisory
New York
$794K -$33.9K -936 -4%
PA
779
Parallel Advisors
California
$788K +$62.8K +1,733 +9%
JMA
780
J.M. Arbour
Maine
$786K +$743K +20,484 New
TCM
781
Tufton Capital Management
Maryland
$785K +$2.28K +63 +0.3%
SI
782
Scharf Investments
California
$779K -$39.5K -1,089 -5%
AFS
783
Aft Forsyth & Sober
Florida
$775K
ATPW
784
Ashton Thomas Private Wealth
Arizona
$773K -$83.8K -2,312 -10%
PWA
785
Pitcairn Wealth Advisors
Pennsylvania
$773K +$730K +20,132 New
VFA
786
Valeo Financial Advisors
Indiana
$772K +$21.7K +599 +3%
CFB
787
Cullen/Frost Bankers
Texas
$768K +$84.8K +2,338 +13%
SAM
788
Sompo Asset Management
Japan
$768K -$130K -3,590 -15%
MMPW
789
Mitchell McLeod Pugh & Williams
Alabama
$767K -$7.79K -215 -1%
PCS
790
Personal CFO Solutions
New Jersey
$767K -$40.3K -1,113 -5%
EPIMS
791
Evelyn Partners Investment Management Services
$757K +$61.2K +1,688 +9%
DBIA
792
Dumont & Blake Investment Advisors
New Jersey
$756K -$14.4K -398 -2%
WSFS
793
Wilmington Savings Fund Society
Delaware
$756K -$131K -3,618 -16%
VT
794
Volterra Technologies
New York
$744K +$703K +19,390 New
AWA
795
Aaron Wealth Advisors
Illinois
$732K +$361K +9,970 +110%
BAM
796
Belpointe Asset Management
Nevada
$730K -$548K -15,108 -44%
HSA
797
HBK Sorce Advisory
Pennsylvania
$728K +$20.3K +560 +4%
AG
798
Ascent Group
Virginia
$723K -$318K -8,767 -32%
Luther King Capital Management (LKCM)
799
Luther King Capital Management (LKCM)
Texas
$717K -$22.8K -630 -3%
KOC
800
Koss-Olinger Consulting
Florida
$714K -$185K -5,117 -22%