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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
726
Callodine Capital Management
Massachusetts
$4.46M -$4.45M -100,000 -46%
HVIA
727
Hudson Valley Investment Advisors
New York
$4.44M -$2.45K -55 -0%
GAMC
728
Garner Asset Management Corp
Texas
$4.41M -$514K -11,545 -9%
BS
729
Boenning & Scattergood
Pennsylvania
$4.4M -$445K -10,002 -8%
HWM
730
HB Wealth Management
Georgia
$4.39M +$95.4K +2,143 +2%
HI
731
Humankind Investments
New York
$4.39M +$1.33M +29,783 +35%
SWM
732
Stockman Wealth Management
Montana
$4.35M +$577K +12,949 +13%
SIM
733
Stratos Investment Management
Ohio
$4.35M -$130K -2,928 -2%
WPIC
734
White Pine Investment Company
Michigan
$4.34M -$22.4K -503 -0.4%
WJWM
735
Williams Jones Wealth Management
New York
$4.33M -$632K -14,194 -11%
GIA
736
Guyasuta Investment Advisors
Pennsylvania
$4.33M -$121K -2,708 -2%
EM
737
Excalibur Management
Massachusetts
$4.29M +$61.5K +1,382 +1%
AIM
738
Anchor Investment Management
South Carolina
$4.29M -$156K -3,502 -3%
EP
739
Edgestream Partners
New Jersey
$4.29M +$684K +15,351 +16%
BMWM
740
Brown Miller Wealth Management
Virginia
$4.28M +$190K +4,260 +4%
SW
741
SkyOak Wealth
Michigan
$4.28M -$254K -5,697 -5%
TCM
742
Tufton Capital Management
Maryland
$4.27M -$1.49M -33,559 -23%
WIC
743
WealthBridge Investment Counsel
Alberta, Canada
$4.26M -$44.5K -1,000 -0.9%
JWM
744
Jeppson Wealth Management
California
$4.26M -$875K -19,652 -15%
Walleye Trading
745
Walleye Trading
New York
$4.26M +$5M +112,194 New
IA
746
IFG Advisory
Georgia
$4.26M +$2.16M +48,533 +76%
VAS
747
Vestmark Advisory Solutions
Massachusetts
$4.25M +$434K +9,753 +10%
HH
748
Hilltop Holdings
Texas
$4.23M +$175K +3,934 +4%
NEAM
749
New England Asset Management
Connecticut
$4.2M +$803K +18,024 +19%
LNC
750
Lincoln National Corp
Pennsylvania
$4.18M +$284K +6,369 +6%