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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
626
Pinnacle Wealth Planning Services
Ohio
$343K -$214K -4,880 -34%
HKAM
627
Horizon Kinetics Asset Management
New York
$342K -$8.78K -200 -2%
AMG
628
Advisors Management Group
Wisconsin
$341K +$1.01K +23 +0.2%
KCM
629
Kanawha Capital Management
Virginia
$339K -$34.5K -786 -8%
Luther King Capital Management (LKCM)
630
Luther King Capital Management (LKCM)
Texas
$339K – – –
SIA
631
Soltis Investment Advisors
Utah
$339K -$3.55K -81 -0.9%
NFG
632
Nations Financial Group
Iowa
$336K +$5.66K +129 +1%
Kovitz Investment Group Partners
633
Kovitz Investment Group Partners
Illinois
$336K -$78.8K -1,797 -17%
DWT
634
Dorsey & Whitney Trust
South Dakota
$336K +$9.83K +224 +3%
SAM
635
Silvercrest Asset Management
New York
$333K – – –
GCC
636
Game Creek Capital
Massachusetts
$333K – – –
HCM
637
Hollencrest Capital Management
California
$333K – – –
AC
638
AlphaCore Capital
California
$331K -$179K -4,086 -31%
PWG
639
Portside Wealth Group
Utah
$330K +$99.6K +2,269 +34%
IGGA
640
Iron Gate Global Advisors
Utah
$329K – – –
AUB
641
Atlantic Union Bankshares
Virginia
$328K +$44 +1 +0%
GI
642
GAMCO Investors
Connecticut
$328K -$22.8K -520 -6%
TAM
643
Titleist Asset Management
Texas
$327K +$9.52K +217 +3%
DJSG
644
D.J. St. Germain
Massachusetts
$327K +$22.2K +507 +6%
JCM
645
Jacobi Capital Management
Pennsylvania
$327K -$185K -4,207 -32%
GP
646
Greenline Partners
New York
$326K – – –
PWM
647
Perigon Wealth Management
California
$324K +$26.6K +607 +7%
HIC
648
Holderness Investments Company
North Carolina
$321K -$2.19K -50 -0.6%
PSP
649
Principal Street Partners
Tennessee
$321K -$21.3K -485 -5%
7WCP
650
71 West Capital Partners
Massachusetts
$320K +$380K +8,662 New