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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1026
Sippican Capital Advisors
Massachusetts
$331K +$7.61K +60 +2%
WIS
1027
Wright Investors Service
Connecticut
$329K -$172K -1,357 -35%
CAM
1028
Concorde Asset Management
Michigan
$326K +$321K +2,529 New
PP
1029
Paloma Partners
Connecticut
$325K -$383K -3,020 -55%
PSC
1030
Piper Sandler & Co
Minnesota
$325K +$317K +2,500 New
DJSG
1031
D.J. St. Germain
Massachusetts
$322K
GSBTD
1032
Glenview State Bank Trust Department
Illinois
$322K
FMWA
1033
Forvis Mazars Wealth Advisors
Missouri
$322K +$52.5K +414 +20%
AF
1034
Aldebaran Financial
$322K +$69.7K +550 +29%
MJRIC
1035
Mogy Joel R Investment Counsel
California
$321K
HCM
1036
Hollencrest Capital Management
California
$321K +$87.1K +687 +39%
ACM
1037
Alta Capital Management
Utah
$319K -$19K -150 -6%
CC
1038
Cipher Capital
New York
$319K +$311K +2,451 New
RC
1039
Roundview Capital
New Jersey
$317K
AAS
1040
Annex Advisory Services
Wisconsin
$317K +$109K +863 +55%
BIC
1041
Beach Investment Counsel
Pennsylvania
$317K +$309K +2,435 New
MFW
1042
Meristem Family Wealth
Minnesota
$314K
MWM
1043
Merriman Wealth Management
Washington
$312K
BBI
1044
Baxter Bros Inc
Connecticut
$311K +$28.5K +225 +10%
RFA
1045
Reilly Financial Advisors
California
$309K -$75.6K -596 -20%
I2I
1046
Insight 2811 Inc
Illinois
$309K -$8.88K -70 -3%
GWA
1047
Genesis Wealth Advisors
Massachusetts
$306K +$254K +2,000 New
BO
1048
Bank OZK
Arkansas
$305K +$25.4K +200 +9%
SFA
1049
Sequoia Financial Advisors
Ohio
$304K +$63.6K +502 +27%
DI
1050
Diligent Investors
California
$304K +$261K +2,056 New