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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
801
Asset Dedication LLC
California
$425K +$77.3K +1,496 +24%
IP
802
Investment Partners
Ohio
$422K -$2.17K -42 -0.5%
CPA
803
Court Place Advisors
Maryland
$422K – – –
EP
804
Elkhorn Partners
Nebraska
$421K – – –
PFBT
805
Parkside Financial Bank & Trust
Missouri
$421K +$99.2K +1,920 +33%
ZCA
806
Zeke Capital Advisors
Pennsylvania
$419K +$166K +3,219 +73%
MIP
807
Marietta Investment Partners
Wisconsin
$414K – – –
IC
808
Inscription Capital
Texas
$414K +$47.5K +919 +14%
Eastern Bank
809
Eastern Bank
Massachusetts
$413K -$135K -2,607 -26%
PWA
810
Providence Wealth Advisors
Illinois
$413K -$40.6K -786 -9%
FUBT
811
First United Bank & Trust
Maryland
$413K -$25.6K -495 -6%
MWM
812
Mattern Wealth Management
Kansas
$413K +$390K +7,555 New
MWP
813
MYCIO Wealth Partners
Pennsylvania
$409K -$4.24K -82 -1%
FIM
814
Fernwood Investment Management
Massachusetts
$408K -$10.3K -200 -3%
Jones Financial Companies
815
Jones Financial Companies
Missouri
$406K -$21.8K -422 -5%
AMIM
816
Aull & Monroe Investment Management
Alabama
$405K -$15.3K -297 -4%
OMERS Administration Corp
817
OMERS Administration Corp
Ontario, Canada
$405K – – –
MCM
818
Manchester Capital Management
Vermont
$402K -$68.6K -1,328 -15%
FA
819
FDx Advisors
Illinois
$402K +$12.2K +237 +3%
Valeo Financial Advisors
820
Valeo Financial Advisors
Indiana
$399K +$17.4K +336 +5%
CCFCSB
821
Cape Cod Five Cents Savings Bank
Massachusetts
$398K -$35.3K -684 -9%
Lincoln National Corp
822
Lincoln National Corp
Pennsylvania
$398K +$43.3K +839 +13%
APA
823
American Portfolios Advisors
New York
$396K +$93.5K +1,809 +33%
PL
824
Parthenon LLC
Kentucky
$395K +$373K +7,210 New
IEQ Capital
825
IEQ Capital
California
$395K +$373K +7,221 New