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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
851
Next Capital Management
New York
$248K – – –
3F
852
360 Financial
Minnesota
$248K +$258K +1,500 New
MFG
853
Merit Financial Group
Georgia
$247K -$66.1K -384 -20%
Federated Hermes
854
Federated Hermes
Pennsylvania
$246K -$25.7K -149 -9%
DAS
855
Dynamic Advisor Solutions
Arizona
$246K +$59.6K +346 +30%
SP
856
Successful Portfolios
Florida
$245K +$3.44K +20 +1%
VCM
857
Vivaldi Capital Management
Illinois
$245K +$16.4K +95 +7%
BEAM
858
Baker Ellis Asset Management
Washington
$244K – – –
RGC
859
Roberts, Glore & Co
Illinois
$244K +$253K +1,471 New
RM
860
Resource Management
Louisiana
$243K – – –
ABC
861
Associated Banc-Corp
Wisconsin
$243K +$11.9K +69 +5%
SS
862
Simplicity Solutions
Minnesota
$243K +$26.7K +155 +12%
TVWM
863
Tower View Wealth Management
Wisconsin
$242K -$118K -686 -32%
ISL
864
Ingalls & Snyder LLC
New York
$242K – – –
LS
865
Livforsakringsbolaget Skandia
Sweden
$240K -$103K -600 -29%
MFW
866
Mosaic Family Wealth
Missouri
$240K +$250K +1,450 New
WSC
867
Wellington Shields & Co
New York
$239K – – –
PWM
868
Perigon Wealth Management
California
$238K -$81.8K -475 -25%
MFW
869
Meristem Family Wealth
Minnesota
$237K +$7.92K +46 +3%
AC
870
Avestar Capital
New York
$237K +$20.1K +117 +9%
VBCG
871
Valley Brook Capital Group
Pennsylvania
$236K -$12.9K -75 -5%
SIC
872
Salem Investment Counselors
North Carolina
$236K +$34.4K +200 +16%
WFI
873
West Family Investments
California
$235K -$387K -2,245 -61%
BB
874
Busey Bank
Illinois
$234K – – –
PCM
875
Parsons Capital Management
Rhode Island
$234K – – –