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Name Holding Trade Value Shares
Change
Change in
Stake
WSC
1126
Wellington Shields & Co
New York
$355K – – –
CAM
1127
Campion Asset Management
Virginia
$355K +$1.7K +6 +0.5%
OIS
1128
OneAscent Investment Solutions
Alabama
$352K +$26.6K +94 +8%
JCM
1129
Jacobi Capital Management
Pennsylvania
$352K -$18.6K -66 -5%
OF
1130
Outfitter Financial
Maine
$351K -$70.6K -250 -16%
BFIM
1131
Beese Fulmer Investment Management
Ohio
$351K +$79.1K +280 +28%
KFS
1132
Kurt F. Somerville
$350K – – –
WCCM
1133
Willow Creek Capital Management
Montana
$346K +$354K +1,254 New
BG
1134
Bahl & Gaynor
Ohio
$345K – – –
HSA
1135
HBK Sorce Advisory
Pennsylvania
$345K -$10.5K -37 -3%
NRC
1136
New Republic Capital
North Carolina
$345K +$95.8K +339 +37%
PCA
1137
Purkiss Capital Advisors
Connecticut
$344K -$18.1K -64 -5%
GSIAS
1138
Garden State Investment Advisory Services
New Jersey
$344K +$1.13K +4 +0.3%
UCB
1139
United Community Bank
South Carolina
$343K +$170K +600 +93%
SI
1140
Sava Infond
Slovenia
$342K – – –
TCBWMS
1141
Texas Capital Bank Wealth Management Services
Texas
$341K +$9.32K +33 +3%
EPI
1142
Eddie Patel Inc
Illinois
$341K – – –
IF
1143
Ironwood Financial
Arizona
$339K – – –
LDB
1144
Lee, Danner & Bass
Tennessee
$339K -$3.39K -12 -1%
EWM
1145
Evercore Wealth Management
New York
$339K -$20.3K -72 -6%
VWM
1146
Valley Wealth Managers
New Jersey
$338K -$18.8M -66,553 -98%
AA
1147
Armis Advisers
Georgia
$337K -$104K -367 -23%
BTI
1148
Blue Trust Inc
Georgia
$337K -$81.4K -288 -19%
CCG
1149
Chatham Capital Group
Georgia
$336K – – –
GBT
1150
Grove Bank & Trust
Florida
$336K -$165K -584 -32%