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Name Holding Trade Value Shares
Change
Change in
Stake
UCI
351
Uncommon Cents Investing
Wisconsin
$451K +$19.6K +345 +5%
PSB
352
Passumpsic Savings Bank
Vermont
$450K +$424K +7,458 New
GAM
353
Gotham Asset Management
New York
$449K +$62K +1,092 +17%
IWC
354
Integrated Wealth Concepts
Massachusetts
$448K -$351K -6,183 -45%
LSIA
355
LaSalle St. Investment Advisors
Illinois
$439K +$22.2K +391 +6%
KCM
356
Kempner Capital Management
Texas
$438K -$42.3K -744 -9%
IB
357
Intrust Bank
Kansas
$437K +$45.6K +803 +12%
CIA
358
Choate Investment Advisors
Massachusetts
$436K -$30.7K -540 -7%
MA
359
Mutual Advisors
Nebraska
$436K -$8.3K -146 -2%
BFA
360
Benedict Financial Advisors
Georgia
$435K
MHC
361
May Hill Capital
Massachusetts
$433K +$27.6K +486 +7%
CIAM
362
Caitong International Asset Management
Hong Kong
$421K +$229K +4,024 +136%
CCM
363
Coldstream Capital Management
Washington
$416K +$24.7K +434 +7%
SFS
364
Sowell Financial Services
Arkansas
$414K +$17.2K +302 +5%
Bessemer Group
365
Bessemer Group
New Jersey
$414K +$14.2K +250 +4%
FRM
366
Fox Run Management
Connecticut
$407K +$383K +6,739 New
BA
367
Bridgewater Advisors
New York
$406K +$18.4K +324 +6%
PWPS
368
Pinnacle Wealth Planning Services
Ohio
$398K -$1.59K -28 -0.4%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$397K -$4.6K -81 -1%
KFA
370
Kelleher Financial Advisors
New York
$395K
Lido Advisors
371
Lido Advisors
California
$391K +$5.74K +101 +1%
FMP
372
Financial Management Professionals
Texas
$389K +$1.08K +19 +0.3%
GAMC
373
Garner Asset Management Corp
Texas
$387K -$39.4K -694 -10%
IRP
374
Investment Research Partners
Pennsylvania
$385K -$5.68K -100 -2%
GI
375
GAMMA Investing
California
$381K +$72.1K +1,269 +25%