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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1101
Lake Street Advisors Group
New Hampshire
$674K +$41.6K +253 +7%
IPW
1102
Inlet Private Wealth
Florida
$671K
OIM
1103
Orca Investment Management
Oregon
$670K +$624K +3,802 New
TAM
1104
Trillium Asset Management
Massachusetts
$662K +$617K +3,758 New
Jones Financial Companies
1105
Jones Financial Companies
Missouri
$659K +$46.5K +283 +8%
4WM
1106
44 Wealth Management
Oregon
$651K +$607K +3,696 New
GIA
1107
Granite Investment Advisors
New Hampshire
$650K
HH
1108
Hilltop Holdings
Texas
$645K -$27.1K -165 -4%
SFG
1109
Summit Financial Group
West Virginia
$642K
TFM
1110
TFC Financial Management
Massachusetts
$642K +$5.75K +35 +1%
WTB
1111
Washington Trust Bank
Washington
$640K +$10.8K +66 +2%
IAIM
1112
International Assets Investment Management
Florida
$637K +$37.6K +229 +7%
WSTAM
1113
Wilbanks Smith & Thomas Asset Management
Virginia
$632K -$29.9K -182 -5%
UBV
1114
United Bank (Virginia)
Virginia
$626K
MSR
1115
Main Street Research
Connecticut
$624K -$7.55K -46 -1%
SFS
1116
Strategic Financial Services
New York
$623K -$32.2K -196 -5%
TSW
1117
Thompson Siegel & Walmsley
Virginia
$621K
SA
1118
SL Advisors
New Jersey
$619K -$985 -6 -0.2%
AAIM
1119
Asset Advisors Investment Management
Georgia
$617K -$16.4K -100 -3%
IMRF
1120
Illinois Municipal Retirement Fund
Illinois
$617K +$282K +1,716 +96%
WAP
1121
Wealthcare Advisory Partners
Pennsylvania
$615K +$19.5K +119 +4%
PB
1122
Pinnacle Bancorp
Nebraska
$614K
TW
1123
TrinityPoint Wealth
Connecticut
$611K -$14.6K -89 -2%
BW
1124
Bison Wealth
Georgia
$611K +$241K +1,465 +73%
FDCDDQ
1125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$609K +$139K +845 +32%