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Name Holding Trade Value Shares
Change
Change in
Stake
PHIMC
1201
Private Harbour Investment Management & Counsel
Ohio
$2.7M -$44.9K -772 -2%
SC
1202
Schulhoff & Co
Ohio
$2.69M +$41.9K +721 +2%
SFO
1203
Stokes Family Office
Louisiana
$2.69M -$58.7K -1,010 -2%
CA
1204
Claro Advisors
Massachusetts
$2.69M +$52.9K +910 +2%
BIM
1205
Baldwin Investment Management
Pennsylvania
$2.69M +$1.53M +26,295 +139%
NEIRG
1206
New England Investment & Retirement Group
Massachusetts
$2.69M -$56.2K -967 -2%
AWM
1207
Altium Wealth Management
New York
$2.68M +$60K +1,033 +2%
CM
1208
Crestline Management
Texas
$2.68M +$1.55M +26,709 +146%
BDWM
1209
Brewin Dolphin Wealth Management
Ireland
$2.68M -$92.6K -1,593 -3%
MIC
1210
Meridian Investment Counsel
California
$2.66M -$1.63K -28 -0.1%
SFA
1211
Semmax Financial Advisors
North Carolina
$2.65M +$31K +534 +1%
CFG
1212
Capstone Financial Group
Oklahoma
$2.64M +$90.9K +1,564 +4%
CPA
1213
Court Place Advisors
Maryland
$2.63M +$29.6K +509 +1%
BAS
1214
Brown Advisory Securities
Maryland
$2.63M +$88.4K +1,522 +4%
BWM
1215
Buckley Wealth Management
Nevada
$2.61M -$118K -2,031 -4%
MHS
1216
M Holdings Securities
Oregon
$2.61M -$238K -4,091 -9%
AW
1217
ACG Wealth
Georgia
$2.6M +$166K +2,855 +7%
CHJWM
1218
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.59M +$11.7K +201 +0.5%
SF
1219
Symphony Financial
Texas
$2.58M +$314K +5,411 +14%
UFG
1220
United Fire Group
Iowa
$2.58M
TI
1221
Truehand Inc
New Hampshire
$2.57M -$8.66K -149 -0.3%
KCM
1222
Kempner Capital Management
Texas
$2.57M
SIP
1223
Stoneridge Investment Partners
Pennsylvania
$2.56M -$618K -10,629 -20%
AA
1224
Altman Advisors
Illinois
$2.56M +$46K +792 +2%
IWP
1225
Icon Wealth Partners
Texas
$2.56M +$754K +12,985 +43%