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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
551
Argent Trust Co
Tennessee
$582K +$587K +1,727 New
BMWM
552
Brown Miller Wealth Management
Virginia
$580K +$585K +1,721 New
ZIC
553
ZWJ Investment Counsel
Georgia
$579K -$24.8K -73 -4%
CCM
554
Coldstream Capital Management
Washington
$575K -$16.7K -49 -3%
NW
555
NewEdge Wealth
Pennsylvania
$575K +$77.5K +228 +15%
MYAM
556
Meiji Yasuda Asset Management
Japan
$568K
GFP
557
Gryphon Financial Partners
Ohio
$565K +$1.7K +5 +0.3%
DIM
558
Delta Investment Management
California
$562K -$60.1K -177 -10%
NMIMC
559
Northwestern Mutual Investment Management Company
Wisconsin
$561K -$340 -1 -0.1%
P
560
Pitcairn
Pennsylvania
$560K -$17K -50 -3%
EB
561
Eastern Bank
Massachusetts
$556K
FPCG
562
Forum Private Client Group
Indiana
$550K +$3.4K +10 +0.6%
LCWP
563
Legacy Capital Wealth Partners
Arkansas
$548K +$34.3K +101 +7%
DA
564
Denali Advisors
California
$542K -$307K -902 -36%
MLL
565
Moody Lynn & Lieberson
Massachusetts
$541K -$17K -50 -3%
GIM
566
Goelzer Investment Management
Indiana
$540K -$9.18K -27 -2%
MAM
567
Mullooly Asset Management
New Jersey
$538K +$542K +1,596 New
HP
568
Haven Private
Florida
$532K +$1.36K +4 +0.3%
MOS
569
MGO One Seven
Ohio
$523K +$45.5K +134 +9%
FFM
570
Forum Financial Management
Illinois
$518K -$1.7K -5 -0.3%
KCIC
571
Kuhn & Co Investment Counsel
Illinois
$516K
SCA
572
Sage Capital Advisors
South Dakota
$506K
CI
573
Corient IA
Florida
$506K +$510K +1,500 New
MFG
574
Merit Financial Group
Georgia
$504K +$97.5K +287 +24%
HWM
575
HB Wealth Management
Georgia
$502K +$214K +630 +73%