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Name Holding Trade Value Shares
Change
Change in
Stake
FIB
651
First Interstate Bank
Montana
$167K – – –
DBT
652
Dubuque Bank & Trust
Iowa
$155K -$7.22K -49 -4%
BRC
653
Bell Rock Capital
Delaware
$152K – – –
FPFS
654
First Personal Financial Services
North Carolina
$147K – – –
MA
655
MUFG Americas
New York
$147K – – –
CRM
656
Cramer Rosenthal McGlynn
Connecticut
$146K – – –
GLI
657
Guardian Life Insurance
New York
$145K +$1.03K +7 +0.7%
CFD
658
Creative Financial Designs
Indiana
$135K – – –
WTB
659
Washington Trust Bank
Washington
$129K -$44.8K -304 -26%
LYV
660
Live Your Vision
Pennsylvania
$127K – – –
PCM
661
Prelude Capital Management
New York
$126K +$127K +863 New
SPIA
662
Steward Partners Investment Advisory
New York
$124K +$75.4K +512 +151%
MCM
663
McKinley Capital Management
Alaska
$122K +$123K +836 New
HDIM
664
Hanson & Doremus Investment Management
Vermont
$120K – – –
FCMT
665
Founders Capital Management (Texas)
Texas
$117K +$118K +800 New
BWM
666
Baystate Wealth Management
Massachusetts
$116K +$92.5K +628 +436%
FWM
667
Focused Wealth Management
New York
$111K – – –
RIM
668
Rampart Investment Management
Connecticut
$104K +$105K +713 New
CFG
669
CKW Financial Group
Hawaii
$103K – – –
ABA
670
American Beacon Advisors
Texas
$102K +$102K +695 New
VNA
671
Valley National Advisers
Pennsylvania
$98K – – –
MWM
672
Mascoma Wealth Management
New Hampshire
$95K – – –
RS
673
Robeco Schweiz
Switzerland
$94K +$5.89K +40 +7%
1832 Asset Management
674
1832 Asset Management
Ontario, Canada
$90K -$24.3M -164,984 -100%
MCM
675
Manchester Capital Management
Vermont
$89K – – –