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Name Holding Trade Value Shares
Change
Change in
Stake
HCA
801
Harbor Capital Advisors
Illinois
$853K -$485K -11,830 -37%
CCM
802
Chilton Capital Management
Texas
$837K – – –
KJHP
803
K.J. Harrison & Partners
Ontario, Canada
$837K +$411K +10,021 +100%
AAI
804
American Assets Inc
California
$836K +$820K +20,000 New
GSWM
805
Greenup Street Wealth Management
Michigan
$830K +$813K +19,846 New
FFO
806
Fiduciary Family Office
Florida
$829K +$813K +19,832 New
WPC
807
Waters Parkerson & Co
Louisiana
$828K -$151K -3,695 -16%
IPW
808
Inlet Private Wealth
Florida
$823K – – –
CS
809
Cannell & Spears
New York
$822K -$205K -5,007 -20%
CFB
810
Cullen/Frost Bankers
Texas
$820K +$22.6K +552 +3%
CCM
811
Chiron Capital Management
Florida
$817K +$74.4K +1,816 +10%
PCA
812
Pallas Capital Advisors
Massachusetts
$815K +$568K +13,873 +246%
AWM
813
Axxcess Wealth Management
California
$815K -$436K -10,650 -35%
SC
814
Savant Capital
Illinois
$814K -$1.58M -38,452 -66%
FAT
815
First American Trust
California
$812K -$3.91M -95,517 -83%
WBC
816
Westpac Banking Corp
Australia
$811K -$15K -367 -2%
FFA
817
Farther Finance Advisors
California
$805K +$65.9K +1,607 +9%
HBT
818
Heartland Bank & Trust
Illinois
$802K +$787K +19,198 New
TSWM
819
Triangle Securities Wealth Management
North Carolina
$802K -$10.8K -263 -1%
NB
820
Nicolet Bankshares
Wisconsin
$793K -$131K -3,194 -14%
SL
821
Sentry LLC
Tennessee
$789K -$16.4K -400 -2%
AF
822
Allworth Financial
California
$788K +$608K +14,842 +192%
BEI
823
Benjamin Edwards Inc
Missouri
$787K -$484K -11,807 -39%
AIM
824
Aigen Investment Management
New York
$784K -$2.96M -72,277 -79%
Luther King Capital Management (LKCM)
825
Luther King Capital Management (LKCM)
Texas
$780K +$24.6K +600 +3%