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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1326
SSI Investment Management
California
$313K -$5.08K -131 -1%
AA
1327
Altman Advisors
Illinois
$313K
FPFS
1328
First Personal Financial Services
North Carolina
$312K -$248K -6,385 -41%
HVIA
1329
Hudson Valley Investment Advisors
New York
$309K -$8.18K -211 -2%
SAM
1330
Security Asset Management
New York
$308K
AUB
1331
Atlantic Union Bankshares
Virginia
$307K +$9.78K +252 +3%
MCWS
1332
McKinley Carter Wealth Services
West Virginia
$307K +$74.5K +1,920 +27%
KP
1333
Keel Point
Alabama
$306K +$30.5K +787 +10%
KBG
1334
Kahn Brothers Group
New York
$305K -$26.4K -680 -7%
VC
1335
Vicus Capital
Pennsylvania
$304K +$7.06K +182 +2%
VFA
1336
Valeo Financial Advisors
Indiana
$304K +$80.6K +2,078 +31%
TFA
1337
Transamerica Financial Advisors
Florida
$304K +$290K +7,483 +535%
WIP
1338
Wellesley Investment Partners
Massachusetts
$303K +$108K +2,794 +46%
IC
1339
Inverness Counsel
New York
$303K +$344K +8,880 New
WB
1340
Webster Bank
Connecticut
$298K +$42.5K +1,095 +14%
TTWM
1341
TCV Trust & Wealth Management
Virginia
$297K -$14.9K -384 -4%
SNBOSD
1342
Security National Bank of So Dak
Iowa
$297K
ECM
1343
Estabrook Capital Management
New York
$295K
MFW
1344
Mosaic Family Wealth
Missouri
$295K -$52.2K -1,345 -13%
GIP
1345
Granite Investment Partners
California
$295K
FFC
1346
First Financial Corp
Indiana
$294K -$19.5K -502 -5%
SFG
1347
Summit Financial Group
West Virginia
$294K -$1.16K -30 -0.3%
DM
1348
Diker Management
New York
$294K
VST
1349
Van Strum & Towne
California
$292K -$62.1K -1,600 -16%
BPB
1350
Badgley, Phelps & Bell
Washington
$291K -$56K -1,445 -15%