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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1026
Sheets Smith Wealth Management
North Carolina
$1.34M +$11.1K +421 +0.8%
SCM
1027
SOL Capital Management
Maryland
$1.34M +$17.2K +654 +1%
WEC
1028
Winslow Evans & Crocker
Massachusetts
$1.33M +$1.32M +50,225 New
NGA
1029
Naples Global Advisors
Florida
$1.33M +$1.32M +50,229 New
MIC
1030
Meridian Investment Counsel
California
$1.33M +$1.32M +50,037 New
HAIM
1031
Hunter Associates Investment Management
Pennsylvania
$1.32M +$69.7K +2,648 +6%
CCM
1032
Cutler Capital Management
Massachusetts
$1.32M +$27.9K +1,059 +2%
DY
1033
Dowling & Yahnke
California
$1.32M +$91.1K +3,462 +8%
KPCM
1034
Kings Point Capital Management
New York
$1.31M -$114K -4,345 -8%
SAM
1035
Shamrock Asset Management
Texas
$1.31M -$737K -28,018 -36%
BSW
1036
Buckingham Strategic Wealth
Missouri
$1.3M -$183K -6,964 -12%
BHBT
1037
Burke & Herbert Bank & Trust
Virginia
$1.29M -$2.6K -99 -0.2%
TCOT
1038
Trust Company of Toledo
Ohio
$1.29M +$222K +8,431 +21%
RMDI
1039
R.M. Davis Inc
Maine
$1.29M -$127K -4,835 -9%
HPIA
1040
Hamilton Point Investment Advisors
North Carolina
$1.29M +$1.27M +48,445 New
FC
1041
FIC Capital
New York
$1.25M -$6.05K -230 -0.5%
EWM
1042
Endurance Wealth Management
Rhode Island
$1.25M -$198K -7,507 -14%
YMRC
1043
Yorktown Management & Research Company
Virginia
$1.25M
SCA
1044
Stonebridge Capital Advisors
Minnesota
$1.25M +$1.24M +47,006 New
BC
1045
Banced Corp
Illinois
$1.25M -$96.8K -3,678 -7%
WFG
1046
Wills Financial Group
Virginia
$1.25M +$1.24M +46,954 New
DCLA
1047
Douglas C. Lane & Associates
New York
$1.24M +$472K +17,940 +62%
HI
1048
Hudock Inc
Pennsylvania
$1.24M +$141K +5,364 +13%
CAM
1049
Centre Asset Management
New York
$1.23M -$222K -8,455 -15%
RAM
1050
Redmond Asset Management
Virginia
$1.23M -$54.9K -2,085 -4%