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Name Holding Trade Value Shares
Change
Change in
Stake
Alpha Cubed Investments
1326
Alpha Cubed Investments
California
$428K -$180K -1,040 -29%
OTL
1327
Oak Thistle LLC
New York
$427K -$1.05M -6,040 -71%
UF
1328
Univest Financial
Pennsylvania
$425K -$26.8K -155 -6%
KSB
1329
Kennebec Savings Bank
Maine
$425K – – –
BMCM
1330
Bryn Mawr Capital Management
Pennsylvania
$423K -$183K -1,059 -30%
PPH
1331
Pure Portfolios Holdings
Oregon
$423K -$11.6K -67 -3%
AP
1332
Adero Partners
California
$422K +$13.2K +76 +3%
Pallas Capital Advisors
1333
Pallas Capital Advisors
Massachusetts
$419K +$46.2K +267 +12%
Mairs & Power Inc
1334
Mairs & Power Inc
Minnesota
$418K +$29.6K +171 +7%
Luther King Capital Management (LKCM)
1335
Luther King Capital Management (LKCM)
Texas
$418K – – –
JIC
1336
Joel Isaacson & Co
New York
$418K -$172K -991 -29%
CH
1337
Cromwell Holdings
Wyoming
$418K +$50.4K +291 +13%
AssetMark Inc
1338
AssetMark Inc
California
$417K +$71.3K +412 +20%
P
1339
Pitcairn
Pennsylvania
$417K +$30.8K +178 +8%
BF
1340
bLong Financial
Tennessee
$416K – – –
JMFC
1341
J.M. Forbes & Co
Massachusetts
$415K – – –
CB
1342
Cadence Bank
Mississippi
$415K -$71.7K -414 -15%
Crestwood Advisors Group
1343
Crestwood Advisors Group
Massachusetts
$415K -$2.25K -13 -0.5%
CCM
1344
Chickasaw Capital Management
Tennessee
$412K -$6.92K -40 -2%
EBSAM
1345
Eubel Brady & Suttman Asset Management
Ohio
$412K +$4.67K +27 +1%
Evelyn Partners Investment Management
1346
Evelyn Partners Investment Management
$411K -$7.79K -45 -2%
AC
1347
Avestar Capital
New York
$411K -$89.3K -516 -18%
Meiji Yasuda Life Insurance
1348
Meiji Yasuda Life Insurance
Japan
$411K -$5.54K -32 -1%
NFG
1349
Nadler Financial Group
Illinois
$411K +$158K +911 +61%
SW
1350
SlateStone Wealth
Florida
$409K -$16.6K -96 -4%