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Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1101
Roanoke Asset Management
New Jersey
$679K – – –
LSAG
1102
Lake Street Advisors Group
New Hampshire
$674K +$41.6K +253 +7%
IPW
1103
Inlet Private Wealth
Florida
$671K – – –
OIM
1104
Orca Investment Management
Oregon
$670K +$624K +3,802 New
TAM
1105
Trillium Asset Management
Massachusetts
$662K +$617K +3,758 New
Jones Financial Companies
1106
Jones Financial Companies
Missouri
$659K +$46.5K +283 +8%
4WM
1107
44 Wealth Management
Oregon
$651K +$607K +3,696 New
GIA
1108
Granite Investment Advisors
New Hampshire
$650K – – –
HH
1109
Hilltop Holdings
Texas
$645K -$27.1K -165 -4%
SFG
1110
Summit Financial Group
West Virginia
$642K – – –
TFM
1111
TFC Financial Management
Massachusetts
$642K +$5.75K +35 +1%
WTB
1112
Washington Trust Bank
Washington
$640K +$10.8K +66 +2%
IAIM
1113
International Assets Investment Management
Florida
$637K +$37.6K +229 +7%
WSTAM
1114
Wilbanks Smith & Thomas Asset Management
Virginia
$632K -$29.9K -182 -5%
UBV
1115
United Bank (Virginia)
Virginia
$626K – – –
MSR
1116
Main Street Research
Connecticut
$624K -$7.55K -46 -1%
SFS
1117
Strategic Financial Services
New York
$623K -$32.2K -196 -5%
TSW
1118
Thompson Siegel & Walmsley
Virginia
$621K – – –
SA
1119
SL Advisors
New Jersey
$619K -$985 -6 -0.2%
AAIM
1120
Asset Advisors Investment Management
Georgia
$617K -$16.4K -100 -3%
IMRF
1121
Illinois Municipal Retirement Fund
Illinois
$617K +$282K +1,716 +96%
WAP
1122
Wealthcare Advisory Partners
Pennsylvania
$615K +$19.5K +119 +4%
PB
1123
Pinnacle Bancorp
Nebraska
$614K – – –
TW
1124
TrinityPoint Wealth
Connecticut
$611K -$14.6K -89 -2%
BW
1125
Bison Wealth
Georgia
$611K +$241K +1,465 +73%