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Name Holding Trade Value Shares
Change
Change in
Stake
SSA
876
South Street Advisors
New York
$311K
AW
877
Alpha Windward
Massachusetts
$305K -$4.53K -188 -2%
FMWA
878
Forvis Mazars Wealth Advisors
Missouri
$304K -$626 -26 -0.2%
LI
879
LMCG Investments
Massachusetts
$298K -$9.44K -392 -3%
FCCM
880
First City Capital Management
Georgia
$297K -$9.25K -384 -3%
PCMI
881
Paradigm Capital Management Inc
New York
$296K -$241K -10,000 -47%
BFO
882
Boston Family Office
Massachusetts
$296K -$5.54K -230 -2%
SYBT
883
Stock Yards Bank & Trust
Kentucky
$292K +$45.9K +1,908 +20%
CCM
884
CrestPoint Capital Management
Missouri
$291K +$270K +11,200 New
RMSCM
885
R.M. Sincerbeaux Capital Management
New York
$286K +$265K +10,998 New
CAG
886
Crestwood Advisors Group
Massachusetts
$284K -$20.5K -850 -7%
HCM
887
Hollencrest Capital Management
California
$283K +$262K +10,866 New
AF
888
Allworth Financial
California
$280K -$209K -8,680 -45%
FFA
889
First Foundation Advisors
California
$278K +$258K +10,708 New
NES
890
New England Securities
New York
$276K +$1.83K +76 +0.7%
USGIU
891
U.S. Global Investors (USGI)
Texas
$275K -$51.5K -2,140 -17%
UGIF
892
US Global Investors Funds
Maine
$275K +$255K +10,600 New
TCM
893
Tradewinds Capital Management
Washington
$273K +$253K +10,490 New
FCG
894
FrontFour Capital Group
Connecticut
$273K +$253K +10,508 New
FBFS
895
First Business Financial Services
Wisconsin
$268K +$10.2K +424 +4%
BHWM
896
Bar Harbor Wealth Management
New Hampshire
$267K -$79.5K -3,302 -24%
NYLT
897
New York Life Trust
New York
$266K +$40.5K +1,682 +20%
CFS
898
Community Financial System
New York
$263K -$21.5K -892 -8%
FAM
899
Formidable Asset Management
Ohio
$263K +$210K +8,730 +974%
IC
900
Inverness Counsel
New York
$262K -$8.57K -356 -3%