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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1326
Evergreen Capital Management
Washington
$316K +$94.5K +2,437 +36%
SIM
1327
SSI Investment Management
California
$313K -$5.08K -131 -1%
AA
1328
Altman Advisors
Illinois
$313K – – –
FPFS
1329
First Personal Financial Services
North Carolina
$312K -$248K -6,385 -41%
HVIA
1330
Hudson Valley Investment Advisors
New York
$309K -$8.18K -211 -2%
SAM
1331
Security Asset Management
New York
$308K – – –
AUB
1332
Atlantic Union Bankshares
Virginia
$307K +$9.78K +252 +3%
MCWS
1333
McKinley Carter Wealth Services
West Virginia
$307K +$74.5K +1,920 +27%
KP
1334
Keel Point
Alabama
$306K +$30.5K +787 +10%
KBG
1335
Kahn Brothers Group
New York
$305K -$26.4K -680 -7%
VC
1336
Vicus Capital
Pennsylvania
$304K +$7.06K +182 +2%
VFA
1337
Valeo Financial Advisors
Indiana
$304K +$80.6K +2,078 +31%
TFA
1338
Transamerica Financial Advisors
Florida
$304K +$290K +7,483 +535%
WIP
1339
Wellesley Investment Partners
Massachusetts
$303K +$108K +2,794 +46%
IC
1340
Inverness Counsel
New York
$303K +$344K +8,880 New
WB
1341
Webster Bank
Connecticut
$298K +$42.5K +1,095 +14%
TTWM
1342
TCV Trust & Wealth Management
Virginia
$297K -$14.9K -384 -4%
SNBOSD
1343
Security National Bank of So Dak
Iowa
$297K – – –
ECM
1344
Estabrook Capital Management
New York
$295K – – –
MFW
1345
Mosaic Family Wealth
Missouri
$295K -$52.2K -1,345 -13%
GIP
1346
Granite Investment Partners
California
$295K – – –
FFC
1347
First Financial Corp
Indiana
$294K -$19.5K -502 -5%
SFG
1348
Summit Financial Group
West Virginia
$294K -$1.16K -30 -0.3%
DM
1349
Diker Management
New York
$294K – – –
VST
1350
Van Strum & Towne
California
$292K -$62.1K -1,600 -16%