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Name Holding Trade Value Shares
Change
Change in
Stake
NPC
1026
National Planning Corporation
California
$709K -$117K -3,516 -16%
GW
1027
GW & Wade
Massachusetts
$706K +$22.4K +672 +3%
PMFA
1028
Plante Moran Financial Advisors
Michigan
$700K +$72.7K +2,178 +12%
CIA
1029
Capital Impact Advisors
Massachusetts
$698K – – –
FBC
1030
Fairfield, Bush & Co
Connecticut
$697K – – –
BHBT
1031
Burke & Herbert Bank & Trust
Virginia
$693K -$25.3K -758 -4%
SIAP
1032
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$693K +$670K +20,058 New
HIIFS
1033
Harel Insurance Investments & Financial Services
Israel
$692K -$33.1K -990 -5%
ADMI
1034
Albert D. Mason Inc
Massachusetts
$690K -$683K -20,452 -51%
AAM
1035
Aureus Asset Management
Massachusetts
$690K +$12.6K +378 +2%
CAM
1036
Cubic Asset Management
Massachusetts
$686K – – –
BC
1037
Banced Corp
Illinois
$685K -$42.3K -1,266 -6%
HBT
1038
Hills Bank & Trust
Iowa
$684K -$3.34K -100 -0.5%
WA
1039
WBH Advisory
Maryland
$682K -$4.54K -136 -0.7%
MFIMFI
1040
Mesirow Financial Investment Management - Fixed Income
Illinois
$682K – – –
GD
1041
Grandfield & Dodd
New York
$681K -$25.8K -774 -4%
AWS
1042
AJ Wealth Strategies
New York
$681K +$659K +19,718 New
NSAM
1043
North Star Asset Management
Wisconsin
$677K – – –
DW
1044
Domani Wealth
Pennsylvania
$673K – – –
PL
1045
Perpetual Ltd
Australia
$667K +$147K +4,400 +30%
GEA
1046
Glen Eagle Advisors
New Jersey
$661K +$640K +19,152 New
CEP
1047
Chicago Equity Partners
Illinois
$659K -$12M -360,776 -95%
CL
1048
CPWM LLC
Washington
$654K -$75.3K -2,256 -11%
GT
1049
Glenview Trust
Kentucky
$650K +$628K +18,816 New
AP
1050
AHL Partners
United Kingdom
$648K -$665K -19,922 -52%