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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
776
Federated Hermes
Pennsylvania
$322K -$93.7K -774 -24%
RFM
777
Royal Fund Management
Florida
$321K +$15.5K +128 +5%
JIP
778
Jaffetilchin Investment Partners
Florida
$321K +$1.21K +10 +0.4%
PCA
779
Personal Capital Advisors
California
$320K -$38.9K -321 -11%
GCM
780
Gables Capital Management
Florida
$320K
ACM
781
Absolute Capital Management
Pennsylvania
$320K +$303K +2,500 New
BWM
782
BerganKDV Wealth Management
Minnesota
$319K -$2.18K -18 -0.7%
FNBT
783
FineMark National Bank & Trust
Florida
$318K
Capstone Investment Advisors
784
Capstone Investment Advisors
New York
$316K -$1.61M -13,276 -84%
MW
785
Marcum Wealth
Ohio
$316K +$4.12K +34 +1%
FWA
786
FSM Wealth Advisors
Ohio
$313K -$30.3K -250 -9%
PCMK
787
Paragon Capital Management (Kansas)
Kansas
$311K
SSB
788
Sandy Spring Bank
Maryland
$311K -$1.21K -10 -0.4%
SAM
789
S.A. Mason
Michigan
$307K
IAM
790
Innovis Asset Management
Illinois
$307K +$291K +2,400 New
RWA
791
Ropes Wealth Advisors
Massachusetts
$307K +$606 +5 +0.2%
FRM
792
Fox Run Management
Connecticut
$306K -$291K -2,402 -50%
PFT
793
Providence First Trust
Arizona
$304K +$21.2K +175 +8%
FMN
794
Financial Management Network
California
$303K -$10.9K -90 -4%
WWM
795
Windsor Wealth Management
Indiana
$303K
CI
796
Carroll Investors
South Carolina
$302K
TA
797
Tiedemann Advisors
New York
$302K +$7.51K +62 +3%
CAM
798
Cozad Asset Management
Illinois
$301K +$1.57K +13 +0.6%
GCA
799
Gradient Capital Advisors
California
$298K
IAIM
800
International Assets Investment Management
Florida
$297K +$281K +2,318 New