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Name Holding Trade Value Shares
Change
Change in
Stake
MCP
326
Martin Capital Partners
Oregon
$1.05M +$1.13M +9,983 New
FBT
327
First Bank & Trust
South Dakota
$1.04M +$162K +1,433 +17%
CAM
328
Councilmark Asset Management
Tennessee
$1.04M
BCM
329
Brookmont Capital Management
Texas
$1.04M -$41K -363 -4%
HAG
330
HF Advisory Group
Maryland
$1.03M +$153K +1,351 +16%
CCB
331
Country Club Bank
Missouri
$1.01M -$125K -1,110 -10%
BG
332
Bahl & Gaynor
Ohio
$1.01M -$227K -2,005 -17%
MAM
333
Milestone Asset Management
Pennsylvania
$999K -$35.1K -311 -3%
VSQM
334
V-Square Quantitative Management
Illinois
$987K
MCM
335
Mill Capital Management
North Carolina
$979K -$11.4M -101,266 -92%
DWP
336
Daymark Wealth Partners
Ohio
$976K +$2.15K +19 +0.2%
SCTC
337
Sanibel Captiva Trust Company
Florida
$966K -$3.1M -27,404 -75%
CIA
338
Cape Investment Advisory
Georgia
$965K -$55.7K -493 -5%
PAM
339
Parvin Asset Management
South Dakota
$957K -$79.1K -700 -7%
PIM
340
Penobscot Investment Management
Massachusetts
$952K -$220K -1,946 -18%
Mercer Global Advisors
341
Mercer Global Advisors
Colorado
$946K -$327K -2,897 -24%
SCM
342
Sterling Capital Management
North Carolina
$930K +$219K +1,942 +28%
WAC
343
William Allan Corp
Colorado
$924K +$14.2K +126 +1%
PFGIA
344
Patriot Financial Group Insurance Agency
Massachusetts
$922K +$178K +1,576 +22%
RCM
345
Radnor Capital Management
Pennsylvania
$915K
TCPW
346
Twin City Private Wealth
North Carolina
$915K +$39.9K +353 +4%
WIC
347
Woodmont Investment Counsel
Tennessee
$886K -$137K -1,211 -13%
HA
348
Hamel Associates
New Jersey
$884K
WANY
349
Wealthspire Advisors (New York)
New York
$880K -$86K -761 -8%
TD Asset Management
350
TD Asset Management
Ontario, Canada
$877K -$1.24K -11 -0.1%