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Name Holding Trade Value Shares
Change
Change in
Stake
SAA
1676
Southeast Asset Advisors
Georgia
$319K +$1.53K +48 +0.5%
HBT
1677
Hills Bank & Trust
Iowa
$319K +$21.6K +679 +8%
BFPW
1678
BOK Financial Private Wealth
Colorado
$319K +$302K +9,498 New
DIA
1679
Dana Investment Advisors
Wisconsin
$318K -$19.7K -618 -6%
GIA
1680
Guyasuta Investment Advisors
Pennsylvania
$316K +$36.1K +1,135 +14%
HIM
1681
Hillsdale Investment Management
Ontario, Canada
$313K -$15.9K -500 -5%
BCM
1682
Bluefin Capital Management
New York
$309K -$423K -13,297 -59%
KP
1683
Keel Point
Alabama
$309K -$1.3K -41 -0.4%
MCM
1684
McKinley Capital Management
Alaska
$307K -$24.1M -757,920 -99%
WA
1685
Wealth Architects
California
$307K +$291K +9,128 New
CPA
1686
Clear Perspective Advisors
Illinois
$306K +$6.37K +200 +2%
HKIM
1687
Hayek Kallen Investment Management
Alabama
$305K +$62.9K +1,975 +28%
CCM
1688
Chickasaw Capital Management
Tennessee
$304K – – –
CP
1689
Camelot Portfolios
Ohio
$303K – – –
OIA
1690
OneDigital Investment Advisors
Kansas
$302K -$95K -2,983 -25%
AIM
1691
Advantage Investment Management
Iowa
$301K -$30.2K -948 -10%
PCM
1692
Perritt Capital Management
Illinois
$301K – – –
EWM
1693
Evermay Wealth Management
Virginia
$297K +$6.33K +199 +2%
OAM
1694
Occidental Asset Management
California
$296K -$2.23K -70 -0.8%
AAP
1695
Arax Advisory Partners
Colorado
$295K -$20.3K -637 -7%
CA
1696
Cornerstone Advisory
Maryland
$295K +$12.9K +405 +5%
FC
1697
Fayerweather Charles
$294K -$19.1K -600 -6%
PBO
1698
Peoples Bank (Ohio)
Ohio
$294K – – –
MFW
1699
Meristem Family Wealth
Minnesota
$291K +$3.18K +100 +1%
GC
1700
Gilbert & Cook
Iowa
$289K -$277K -8,687 -50%