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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
851
Vestmark Advisory Solutions
Massachusetts
$276K +$280K +1,532 New
VCA
852
Verdence Capital Advisors
Maryland
$274K – – –
CCP
853
Corient Capital Partners
California
$273K +$13.7K +75 +5%
CCM
854
Carderock Capital Management
Maryland
$272K -$2.74K -15 -1%
PP
855
Palladium Partners
Virginia
$272K +$43.8K +240 +19%
SFG
856
SevenBridge Financial Group
Pennsylvania
$271K – – –
CC
857
Claybrook Capital
Massachusetts
$271K +$275K +1,507 New
BEAM
858
Baker Ellis Asset Management
Washington
$270K – – –
HA
859
Hamel Associates
New Jersey
$270K – – –
NCM
860
Next Capital Management
New York
$270K – – –
VBCG
861
Valley Brook Capital Group
Pennsylvania
$270K +$38.9K +213 +16%
EF
862
Empirical Finance
Pennsylvania
$270K +$39.6K +217 +17%
MAM
863
Meeder Asset Management
Ohio
$268K +$22.8K +125 +9%
NIA
864
Northstar Investment Advisors
Colorado
$267K – – –
IA
865
Insight Advisors
Pennsylvania
$265K +$61K +334 +30%
RM
866
Resource Management
Louisiana
$264K +$2.37K +13 +0.9%
WI
867
Wedgewood Investors
Pennsylvania
$263K – – –
ISL
868
Ingalls & Snyder LLC
New York
$262K -$39.2K -215 -13%
SP
869
Successful Portfolios
Florida
$262K +$913 +5 +0.3%
5L
870
55I LLC
Massachusetts
$260K -$5.48K -30 -2%
WSC
871
Wellington Shields & Co
New York
$260K – – –
AIM
872
Anchor Investment Management
South Carolina
$258K – – –
DA
873
Doliver Advisors
Texas
$258K -$18.3K -100 -7%
CAM
874
Congress Asset Management
Massachusetts
$257K -$6.39K -35 -2%
WOC
875
West Oak Capital
California
$255K – – –