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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1326
Clearstead Trust
Maine
$308K -$94.4K -2,898 -24%
QAM
1327
QCI Asset Management
New York
$306K -$106K -3,240 -26%
KBG
1328
Kahn Brothers Group
New York
$303K +$9.78K +300 +3%
BFG
1329
Beacon Financial Group
Texas
$302K -$22.8K -700 -7%
KP
1330
Keel Point
Alabama
$300K +$5.77K +177 +2%
HVIA
1331
Hudson Valley Investment Advisors
New York
$297K – – –
WIP
1332
Wellesley Investment Partners
Massachusetts
$296K +$4.46K +137 +2%
BFA
1333
Beaumont Financial Advisors
Massachusetts
$295K -$8.63K -265 -3%
SAM
1334
Security Asset Management
New York
$295K – – –
CPC
1335
Congress Park Capital
New York
$292K -$25.3K -776 -8%
MCM
1336
McKinley Capital Management
Alaska
$292K +$291K +8,917 New
AW
1337
Alpha Windward
Massachusetts
$291K -$16K -492 -5%
CPA
1338
Clear Perspective Advisors
Illinois
$291K +$186K +5,700 +180%
ECM
1339
Evergreen Capital Management
Washington
$289K -$15K -461 -5%
VC
1340
Vicus Capital
Pennsylvania
$286K -$5.54K -170 -2%
IC
1341
Inverness Counsel
New York
$285K -$5.87K -180 -2%
SNBOSD
1342
Security National Bank of So Dak
Iowa
$285K – – –
BPB
1343
Badgley, Phelps & Bell
Washington
$285K +$5.02K +154 +2%
AUB
1344
Atlantic Union Bankshares
Virginia
$284K -$11.5K -353 -4%
TTWM
1345
TCV Trust & Wealth Management
Virginia
$284K – – –
ECM
1346
Estabrook Capital Management
New York
$284K – – –
DM
1347
Diker Management
New York
$282K – – –
SFG
1348
Summit Financial Group
West Virginia
$282K – – –
RGC
1349
Roberts, Glore & Co
Illinois
$282K +$9.78K +300 +4%
GEA
1350
Glen Eagle Advisors
New Jersey
$282K -$165K -5,076 -37%