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Name Holding Trade Value Shares
Change
Change in
Stake
NNP
951
Nachman Norwood & Parrott
South Carolina
$261K +$304K +3,945 New
IFAM
952
Institutional & Family Asset Management
Colorado
$258K -$28.8K -374 -9%
HF
953
HRT Financial
New York
$257K +$300K +3,900 New
BOS
954
Bingham Osborn & Scarborough
California
$256K -$4.46K -58 -1%
FGC
955
Financial Gravity Companies
Texas
$256K +$276K +3,592 New
MIM
956
Marco Investment Management
Georgia
$256K +$298K +3,867 New
BAS
957
Brown Advisory Securities
Maryland
$255K +$5.08K +66 +2%
WKWM
958
Walter & Keenan Wealth Management
Indiana
$254K +$231 +3 +0.1%
HCM
959
Howland Capital Management
Massachusetts
$253K -$168K -2,184 -36%
FMTC
960
Farmers & Merchants Trust Company
California
$253K +$294K +3,819 New
C
961
Cerebellum
California
$252K +$129K +1,678 +79%
ACM
962
Alethea Capital Management
Washington
$250K +$291K +3,785 New
AUB
963
Atlantic Union Bankshares
Virginia
$249K -$46.2K -600 -14%
HCM
964
Harvest Capital Management
New Hampshire
$248K – – –
FMWA
965
Forvis Mazars Wealth Advisors
Missouri
$247K -$281K -3,647 -49%
PTB
966
Pioneer Trust Bank
Oregon
$246K -$84.6K -1,100 -23%
SC
967
SouthState Corp
Florida
$246K +$5.92K +77 +2%
BFIC
968
Bedell Frazier Investment Counselling
California
$245K – – –
SAM
969
Security Asset Management
New York
$244K -$84.9K -1,103 -23%
KCM
970
Kendall Capital Management
Maryland
$244K – – –
AIM
971
Axiom Investment Management
New York
$244K +$284K +3,686 New
MHS
972
M Holdings Securities
Oregon
$243K -$253K -3,288 -47%
BFM
973
Boston Financial Management
Massachusetts
$239K -$95K -1,235 -25%
AC
974
Abbrea Capital
California
$239K +$15K +195 +6%
MMPW
975
Mitchell McLeod Pugh & Williams
Alabama
$236K -$30K -390 -10%