First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
MOODY LYNN LIEBERSON & WALKER, LLCCIK 0000938592 | 570,150 | $16.60M | +32,062 | ↑ INC |
Ramirez Asset Management, Inc.CIK 0001992110 | 223,324 | $6.30M | +1,331 | ↑ INC |
RHUMBLINE ADVISERSCIK 0001115418 | 49,223 | $1.43M | -100 | ↓ DEC |
YOUSIF CAPITAL MANAGEMENT, LLCCIK 0001858789 | 38,470 | $1.08M | – | no_change |
Calydon CapitalCIK 0001759271 | 32,200 | $937.34K | -853 | ↓ DEC |
GAMMA Investing LLCCIK 0002010235 | 24,916 | $725.30K | +271 | ↑ INC |
ATLAS CAPITAL ADVISORS INC.CIK 0001434165 | 20,986 | $610.90K | -9,450 | ↓ DEC |
Canopy Partners, LLCCIK 0001960860 | 9,816 | $285.74K | +37 | ↑ INC |
PARADIGM ASSET MANAGEMENT CO LLCCIK 0001034549 | 4,450 | $129.54K | -1,400 | ↓ DEC |
Salomon & Ludwin, LLCCIK 0001766156 | 3,366 | $100.54K | +1,511 | ↑ INC |
Westside Investment Management, Inc.CIK 0001538383 | 2,604 | $77.78K | – | no_change |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 2,098 | $61.07K | +232 | ↑ INC |
Ascentis Wealth Management, LLCCIK 0002032602 | 1,910 | $55.60K | – | no_change |
McMillan Office, Inc.CIK 0002109205 | 1,000 | $28.06K | – | no_change |
Ancora Advisors LLCCIK 0001446114 | 698 | $20.32K | +475 | ↑ INC |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.CIK 0000319933 | 588 | $17.12K | – | no_change |
Front Row Advisors LLCCIK 0001729254 | 300 | $8.73K | – | no_change |
Benson Wealth Management INCCIK 0002109863 | 220 | $6.40K | – | no_change |
NBC SECURITIES, INC.CIK 0000791540 | 172 | $4.83K | +31 | ↑ INC |
Strive Financial Group ,LLCCIK 0002090040 | 128 | $4.00K | +128 | NEW |
IMA Advisory Services, Inc.CIK 0001455495 | 136 | $3.96K | -11 | ↓ DEC |
First Command Advisory Services, Inc.CIK 0001727336 | 57 | $1.66K | +57 | NEW |
RICHARDSON FINANCIAL SERVICES INC.CIK 0002012303 | 14 | $408.00 | – | no_change |
HANTZ FINANCIAL SERVICES, INC.CIK 0001071061 | 1,372 | $40.00 | – | no_change |
RESOURCES MANAGEMENT CORP /CT/ /ADVCIK 0000749044 | 400 | $12.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
MOODY LYNN LIEBERSON & WALKER, LLC↑ INC | +32,062 | $16.60M |
Salomon & Ludwin, LLC↑ INC | +1,511 | $100.54K |
Ramirez Asset Management, Inc.↑ INC | +1,331 | $6.30M |
Ancora Advisors LLC↑ INC | +475 | $20.32K |
GAMMA Investing LLC↑ INC | +271 | $725.30K |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +232 | $61.07K |
Strive Financial Group ,LLCNEW | +128 | $4.00K |
First Command Advisory Services, Inc.NEW | +57 | $1.66K |
Canopy Partners, LLC↑ INC | +37 | $285.74K |
NBC SECURITIES, INC.↑ INC | +31 | $4.83K |
| Filer | Δ Shares | Value |
|---|---|---|
ATLAS CAPITAL ADVISORS INC.↓ DEC | -9,450 | $610.90K |
PARADIGM ASSET MANAGEMENT CO LLC↓ DEC | -1,400 | $129.54K |
Calydon Capital↓ DEC | -853 | $937.34K |
RHUMBLINE ADVISERS↓ DEC | -100 | $1.43M |
IMA Advisory Services, Inc.↓ DEC | -11 | $3.96K |