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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
776
SevenBridge Financial Group
Pennsylvania
$234K – – –
PV
777
Private Vista
Illinois
$234K +$1.42K +9 +0.6%
VCM
778
Vivaldi Capital Management
Illinois
$234K +$23.9K +151 +11%
NIA
779
Northstar Investment Advisors
Colorado
$233K – – –
BS
780
Boenning & Scattergood
Pennsylvania
$232K -$11.9K -75 -5%
IEFM
781
IQ EQ Fund Management
Ireland
$230K – – –
MPI
782
Mairs & Power Inc
Minnesota
$230K – – –
AIA
783
Avalon Investment & Advisory
Texas
$228K – – –
BEAM
784
Baker Ellis Asset Management
Washington
$228K – – –
HA
785
Hamel Associates
New Jersey
$228K – – –
MAA
786
Mraz Amerine & Associates
California
$228K – – –
AL
787
Aspiriant LLC
California
$227K -$16.8K -106 -7%
AWA
788
AmeriServ Wealth Advisors
Pennsylvania
$227K – – –
CA
789
Clearstead Advisors
Ohio
$226K -$18.2K -115 -7%
PCMC
790
Paragon Capital Management (Colorado)
Colorado
$225K -$40.9K -259 -15%
TTWM
791
TCV Trust & Wealth Management
Virginia
$225K – – –
WI
792
Wedgewood Investors
Pennsylvania
$222K -$15.8K -100 -6%
GSWM
793
Golden State Wealth Management
California
$221K +$30.4K +192 +15%
RM
794
Resource Management
Louisiana
$220K – – –
LCAM
795
London & Capital Asset Management
United Kingdom
$217K -$5.22K -33 -2%
XSC
796
X-Square Capital
Puerto Rico
$216K +$224K +1,420 New
MFW
797
Meristem Family Wealth
Minnesota
$211K +$220K +1,391 New
HCM
798
Howland Capital Management
Massachusetts
$209K – – –
BRM
799
Boston Research & Management
Massachusetts
$208K – – –
1832 Asset Management
800
1832 Asset Management
Ontario, Canada
$208K +$262K +1,656 New