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Name Holding Trade Value Shares
Change
Change in
Stake
PPCM
1376
Pillar Pacific Capital Management
California
$220K – – –
WCM
1377
Washington Capital Management
Washington
$220K – – –
Bahl & Gaynor
1378
Bahl & Gaynor
Ohio
$218K – – –
CWA Asset Management Group
1379
CWA Asset Management Group
Florida
$217K -$19.5K -159 -8%
PB
1380
Pinnacle Bancorp
Nebraska
$216K – – –
ACS
1381
Archford Capital Strategies
Illinois
$216K +$9.44K +77 +4%
CBU
1382
CIBC Bank USA
Illinois
$216K +$223K +1,822 New
Integrated Wealth Concepts
1383
Integrated Wealth Concepts
Massachusetts
$214K -$20.7K -169 -9%
FA
1384
Financial Advisors
Massachusetts
$213K – – –
QCMC
1385
Quantum Capital Management (California)
California
$213K – – –
SAM
1386
Security Asset Management
New York
$213K – – –
AWM
1387
Aevitas Wealth Management
Massachusetts
$212K -$32.4K -264 -13%
GSBTD
1388
Glenview State Bank Trust Department
Illinois
$212K -$12.3K -100 -5%
OCM
1389
Osterweis Capital Management
California
$212K – – –
SC
1390
Sawyer & Company
Massachusetts
$212K – – –
WC
1391
Whitnell & Co
Illinois
$212K +$123 +1 +0.1%
LC
1392
Lavaca Capital
Texas
$211K -$349K -2,845 -61%
MIM
1393
Montgomery Investment Management
Maryland
$211K -$34.9K -285 -14%
Capital Analysts LLC
1394
Capital Analysts LLC
Pennsylvania
$211K -$1.84K -15 -0.8%
CTA
1395
Colonial Trust Advisors
South Carolina
$211K – – –
MCM
1396
Mengis Capital Management
Oregon
$211K – – –
AIA
1397
Angeles Investment Advisors
California
$211K +$219K +1,782 New
Anchor Capital Advisors
1398
Anchor Capital Advisors
Massachusetts
$208K -$45K -367 -17%
DBIA
1399
Dumont & Blake Investment Advisors
New Jersey
$208K -$6.13K -50 -3%
BIM
1400
Baldwin Investment Management
Pennsylvania
$208K +$216K +1,760 New