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Name Holding Trade Value Shares
Change
Change in
Stake
SWK
851
Stephen W. Kidder
$475K +$15.3K +200 +3%
IA
852
IFG Advisory
Georgia
$472K +$80.2K +1,051 +21%
GIP
853
Granite Investment Partners
California
$471K
MIM
854
Moseley Investment Management
Florida
$471K +$27.2K +357 +7%
CIC
855
Crawford Investment Counsel
Georgia
$471K +$69.9K +916 +18%
MWM
856
Mission Wealth Management
California
$470K -$62.5K -819 -12%
ECM
857
Evergreen Capital Management
Washington
$470K +$115K +1,507 +34%
CFD
858
Creative Financial Designs
Indiana
$469K +$14.2K +186 +3%
SF
859
Synovus Financial
Georgia
$464K +$763 +10 +0.2%
MJP
860
Michael J. Puzo
$463K
AWM
861
Aberdeen Wealth Management
Illinois
$462K
CGL
862
Clarius Group LLC
Washington
$461K +$16.4K +215 +4%
CI
863
Conning Inc
Connecticut
$457K -$41.2K -540 -8%
ST
864
Smithfield Trust
Pennsylvania
$455K
SAA
865
Southeast Asset Advisors
Georgia
$455K +$839 +11 +0.2%
CCG
866
Cypress Capital Group
Florida
$453K
BFO
867
Boston Family Office
Massachusetts
$451K
GLA
868
Good Life Advisors
Pennsylvania
$451K +$438K +5,744 New
RHJA
869
Rice Hall James & Associates
California
$450K -$61K -800 -12%
AFS
870
Annapolis Financial Services
Maryland
$448K -$29K -380 -6%
SP
871
Symmetry Partners
Connecticut
$448K
Axa
872
Axa
France
$446K -$2.36K -31 -0.5%
CT
873
Chicago Trust
Illinois
$443K +$2.44K +32 +0.6%
CPSC
874
Carl P. Sherr & Co
Massachusetts
$442K
SC
875
SouthState Corp
Florida
$440K -$35.7K -468 -8%