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S&P Global

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