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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1401
Capital Advantage
California
$594K +$25.8K +118 +5%
NFG
1402
Nations Financial Group
Iowa
$593K -$72.3K -331 -10%
WF
1403
WoodTrust Financial
Wisconsin
$592K
SCM
1404
Stonebridge Capital Management
California
$592K +$21.8K +100 +4%
TAM
1405
Trillium Asset Management
Massachusetts
$588K
NCM
1406
Northwest Capital Management
Oregon
$586K
PFGIA
1407
Patriot Financial Group Insurance Agency
Massachusetts
$586K +$43K +197 +7%
GFS
1408
GYL Financial Synergies
Connecticut
$585K +$14.9K +68 +2%
FA
1409
FMA Advisory
Pennsylvania
$584K -$69.9K -320 -10%
CBN
1410
Cadence Bank NA
Texas
$583K +$88.7K +406 +16%
OC
1411
Oarsman Capital
Wisconsin
$582K -$838K -3,838 -57%
NCM
1412
Northside Capital Management
Oregon
$582K
HB
1413
Horizon Bancorp
Indiana
$580K -$220K -1,009 -26%
CT
1414
Cambridge Trust
Massachusetts
$580K -$24.2K -111 -4%
SCCM
1415
Schafer Cullen Capital Management
New York
$580K
PF
1416
Phoenix Financial
Israel
$580K +$640K +2,929 New
DWM
1417
Doyle Wealth Management
Florida
$578K -$437 -2 -0.1%
IAIM
1418
International Assets Investment Management
Florida
$578K +$623K +2,850 New
HHAA
1419
Henry H. Armstrong Associates
Pennsylvania
$576K
CIM
1420
CIM Investment Management
Pennsylvania
$576K +$20.3K +93 +3%
AF
1421
AMG Funds
Connecticut
$575K -$530K -2,425 -46%
AF
1422
Allworth Financial
California
$575K +$123K +563 +25%
EH
1423
Employers Holdings
Nevada
$575K +$272K +1,245 +78%
AL
1424
Aspiriant LLC
California
$570K +$19.9K +91 +3%
AIM
1425
Arcadia Investment Management
Michigan
$569K -$31.7K -145 -5%