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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1076
Chatham Capital Group
Georgia
$446K +$441K +5,600 New
BSW
1077
Buckingham Strategic Wealth
Missouri
$442K +$194K +2,466 +80%
BTNA
1078
Bremer Trust National Association
Minnesota
$441K -$47.5K -602 -10%
FNT
1079
First Nebraska Trust
Nebraska
$434K – – –
FWSM
1080
First Wilshire Securities Management
California
$434K – – –
SLG
1081
Stanley-Laman Group
Pennsylvania
$433K – – –
Mariner
1082
Mariner
Kansas
$432K -$100K -1,274 -19%
TCOT
1083
Trust Company of Toledo
Ohio
$430K – – –
HC
1084
Highmount Capital
New York
$424K – – –
FM
1085
Foster & Motley
Ohio
$415K -$16.2K -205 -4%
AL
1086
Agran Libbie
California
$415K +$45.3K +575 +12%
MBT
1087
Montecito Bank & Trust
California
$403K -$6.54K -83 -2%
BHBT
1088
Burke & Herbert Bank & Trust
Virginia
$402K – – –
WMSA
1089
Weiss Multi-Strategy Advisers
New York
$398K -$364K -4,620 -48%
TCM
1090
Tradewinds Capital Management
Washington
$398K -$6.7K -85 -2%
ACM
1091
Ashford Capital Management
Delaware
$398K – – –
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$398K +$70.1K +889 +22%
DCLA
1093
Douglas C. Lane & Associates
New York
$394K -$70.9K -900 -15%
MCM
1094
Manchester Capital Management
Vermont
$391K -$7.65K -97 -2%
WIL
1095
Winifred I. Li
$386K – – –
IAS
1096
IMA Advisory Services
Colorado
$382K +$378K +4,800 New
CL
1097
CFS LLC
Oklahoma
$379K +$231K +2,933 +161%
BIM
1098
Bridges Investment Management
Nebraska
$374K +$63.1K +800 +21%
CFA
1099
Cahill Financial Advisors
Minnesota
$363K +$47.3K +600 +15%
BBPWM
1100
Blue Bell Private Wealth Management
Pennsylvania
$356K – – –