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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
1376
Carl P. Sherr & Co
Massachusetts
$332K +$296K +1,006 New
CBN
1377
Cadence Bank NA
Texas
$330K – – –
FGAM
1378
Financial Gravity Asset Management
Texas
$330K – – –
ERIM
1379
Eagle Ridge Investment Management
Connecticut
$328K -$92.7K -315 -24%
OSAM
1380
O'Shaughnessy Asset Management
Connecticut
$327K +$291K +989 +98,900%
BCM
1381
Bienville Capital Management
New York
$326K – – –
RMCM
1382
Reynders McVeigh Capital Management
Massachusetts
$324K -$56.5K -192 -16%
CIP
1383
Convergence Investment Partners
Florida
$323K -$3.24K -11 -1%
QI
1384
Qtron Investments
Massachusetts
$323K +$288K +978 New
HIS
1385
Harvest Investment Services
Illinois
$322K -$1.29M -4,383 -82%
PWAG
1386
Polaris Wealth Advisory Group
California
$320K -$4.1M -13,932 -94%
WAAG
1387
Wealth Alliance Advisory Group
Kansas
$319K +$9.12K +31 +3%
BRWM
1388
B. Riley Wealth Management
Tennessee
$318K +$284K +964 New
PI
1389
PFS Investments
Georgia
$317K +$283K +962 New
RPWA
1390
Regent Peak Wealth Advisors
Georgia
$315K +$281K +956 New
CCP
1391
Cardan Capital Partners
Colorado
$314K +$15K +51 +6%
WB
1392
West Bancorporation
Iowa
$311K +$278K +944 New
SIM
1393
SSI Investment Management
California
$310K -$883 -3 -0.3%
WBG
1394
Wharton Business Group
Pennsylvania
$310K +$277K +940 New
SVWAG
1395
Sound View Wealth Advisors Group
Georgia
$306K -$10.9K -37 -4%
AAM
1396
Auxier Asset Management
Oregon
$305K -$9.12K -31 -3%
LC
1397
Landaas & Company
Wisconsin
$305K – – –
WIA
1398
Wealthstreet Investment Advisors
Texas
$305K – – –
ATWA
1399
Arbor Trust Wealth Advisors
Michigan
$305K +$272K +924 New
AWM
1400
Argent Wealth Management
Massachusetts
$304K +$272K +923 New
54 55
56
57 58