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Name Holding Trade Value Shares
Change 		Change in
Stake
VNIM
1301
Vaughan Nelson Investment Management
Texas
$1.73M – – –
AW
1302
ACG Wealth
Georgia
$1.73M +$231K +1,944 +16%
AWM
1303
Aries Wealth Management
Maine
$1.73M +$1.56M +13,151 New
BA
1304
Birinyi Associates
Connecticut
$1.72M -$35.6K -300 -2%
IFWM
1305
Institute for Wealth Management
Colorado
$1.72M -$97.4K -821 -6%
MIM
1306
Marco Investment Management
Georgia
$1.71M -$234K -1,975 -13%
HPIA
1307
Hamilton Point Investment Advisors
North Carolina
$1.71M -$91.9K -775 -5%
HK
1308
Horizon Kinetics
New York
$1.71M -$32.3K -272 -2%
EFSCE
1309
Enterprise Financial Services Corp (EFSC)
Missouri
$1.7M -$29.5K -249 -2%
TAM
1310
Todd Asset Management
Kentucky
$1.7M -$36.5K -308 -2%
SAM
1311
Shamrock Asset Management
Texas
$1.69M – – –
MKC
1312
M. Kraus & Co
Vermont
$1.69M -$176K -1,487 -10%
CI
1313
Clal Insurance
Israel
$1.69M – – –
IAS
1314
IMA Advisory Services
Colorado
$1.67M +$186K +1,567 +13%
OC
1315
Oarsman Capital
Wisconsin
$1.67M -$30.8K -260 -2%
SFP
1316
Shepherd Financial Partners
Massachusetts
$1.67M +$143K +1,204 +10%
CNC
1317
Citizens & Northern Corp
Pennsylvania
$1.67M -$11K -93 -0.7%
NDSI
1318
Newman Dignan & Sheerar Inc
Rhode Island
$1.66M +$20.8K +175 +1%
CWA
1319
Clarus Wealth Advisors
Arizona
$1.66M +$1.57M +13,250 New
LCM
1320
Liberty Capital Management
Michigan
$1.65M -$6.52K -55 -0.4%
NB
1321
Nicolet Bankshares
Wisconsin
$1.65M +$10.6K +89 +0.7%
SWK
1322
Stephen W. Kidder
$1.65M +$94.9K +800 +6%
BCM
1323
Beddow Capital Management
Wyoming
$1.65M -$274K -2,312 -15%
TSWM
1324
Triangle Securities Wealth Management
North Carolina
$1.65M -$22.2K -187 -1%
TCM
1325
Tradition Capital Management
New Jersey
$1.65M – – –
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