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Name Holding Trade Value Shares
Change 		Change in
Stake
DHFB
901
Dixon Hubard Feinour & Brown
Virginia
$787K -$68K -1,337 -8%
CIA
902
Choate Investment Advisors
Massachusetts
$786K -$46.6K -915 -5%
BO
903
BRR OpCo
Ohio
$785K -$62.4K -1,227 -7%
WEC
904
Winslow Evans & Crocker
Massachusetts
$785K +$38K +746 +5%
AR
905
Advisory Research
Illinois
$784K +$50.1K +984 +6%
MAM
906
Meeder Asset Management
Ohio
$776K -$1.55M -30,551 -65%
PVWM
907
Point View Wealth Management
New Jersey
$770K +$237K +4,662 +41%
SBWM
908
Sunflower Bank Wealth Management
Arizona
$767K -$87K -1,710 -10%
IWMPD
909
Integrated Wealth Management (Palm Desert)
California
$758K +$21.7K +427 +3%
AFIA
910
America First Investment Advisors
Nebraska
$753K – – –
YP
911
Yellowstone Partners
Idaho
$753K +$422K +8,293 +112%
MPWT
912
MassMutual Private Wealth & Trust
Connecticut
$751K +$91.4K +1,796 +22%
BC
913
Banced Corp
Illinois
$749K +$422K +8,287 +113%
MIAN
914
Mariner Independent Advisor Network
Kansas
$748K +$178K +3,503 +29%
BCM
915
Bourgeon Capital Management
Connecticut
$747K +$305K +6,000 +63%
BST
916
Bath Savings Trust
Maine
$745K -$294K -5,770 -27%
DSI
917
Daiwa SB Investments
Japan
$743K -$3.99M -78,510 -84%
CIM
918
Calvert Investment Management
Maryland
$743K – – –
CCT
919
Chemung Canal Trust
New York
$740K -$37.6K -740 -5%
CC
920
Cadinha & Co
Hawaii
$738K +$20.4K +400 +3%
CIA
921
CCM Investment Advisers
South Carolina
$734K -$902K -17,737 -54%
EAMA
922
EFG Asset Management (Americas)
Florida
$734K +$301K +5,909 +63%
SCP
923
Seizert Capital Partners
Michigan
$733K -$72.8K -1,430 -9%
PWS
924
Peloton Wealth Strategists
Indiana
$729K +$773K +15,200 New
SCM
925
SOL Capital Management
Maryland
$725K +$81.7K +1,605 +12%
35 36
37
38 39