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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
676
Birch Hill Investment Advisors
Massachusetts
$331K – – –
DCM
677
Dimension Capital Management
Florida
$330K – – –
GFS
678
GYL Financial Synergies
Connecticut
$329K +$346K +1,934 New
FMLI
679
Fukoku Mutual Life Insurance
Japan
$323K – – –
Carson Wealth (CWM LLC)
680
Carson Wealth (CWM LLC)
Nebraska
$323K +$199K +1,112 +141%
BO
681
Bach Option
Hong Kong
$323K +$340K +1,899 New
BFC
682
Blue Fin Capital
Rhode Island
$320K -$63.6K -355 -16%
FHA
683
Flagship Harbor Advisors
Massachusetts
$318K -$37.3K -208 -10%
SCA
684
Snowden Capital Advisors
New York
$315K -$3.58K -20 -1%
FDS
685
Freedom Day Solutions
Texas
$314K +$65.7K +367 +25%
GCC
686
Guardian Capital (Canada)
Ontario, Canada
$314K +$331K +1,850 New
AC
687
Addison Capital
Pennsylvania
$307K -$7.34K -41 -2%
BIC
688
Beach Investment Counsel
Pennsylvania
$307K – – –
GAM
689
Griffin Asset Management
New York
$306K – – –
WPC
690
Waters Parkerson & Co
Louisiana
$306K – – –
FNBOSM
691
First National Bank of South Miami
Florida
$305K +$285K +1,589 New
HPC
692
HM Payson & Co
Maine
$304K -$18.2M -101,658 -98%
SWA
693
Sutton Wealth Advisors
Florida
$304K +$1.43K +8 +0.4%
DWT
694
Dorsey & Whitney Trust
South Dakota
$299K -$13.8K -77 -4%
AMCA
695
Arthur M. Cohen & Associates
Illinois
$299K – – –
HCMT
696
Highland Capital Management (Tennessee)
Tennessee
$296K -$988K -5,516 -76%
NAM
697
North American Management
Massachusetts
$295K – – –
GH
698
GAM Holding
Switzerland
$291K -$5.91K -33 -2%
AWM
699
Alterna Wealth Management
Texas
$291K +$357K +1,992 New
WA
700
Wambolt & Associates
Colorado
$287K +$303K +1,691 New