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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1001
Samalin Investment Counsel
New York
$289K +$90.9K +1,376 +43%
CBA
1002
Coastal Bridge Advisors
Connecticut
$289K +$302K +4,573 New
ZF
1003
Zhang Financial
Michigan
$287K – – –
KA
1004
Kercheville Advisors
Texas
$287K +$300K +4,538 New
FAM
1005
Formidable Asset Management
Ohio
$285K -$41.7K -632 -12%
Orion Portfolio Solutions
1006
Orion Portfolio Solutions
Nebraska
$285K -$14.1K -213 -5%
Americana Partners
1007
Americana Partners
Texas
$285K – – –
IWP
1008
Innova Wealth Partners
Pennsylvania
$285K +$66 +1 +0%
HCMT
1009
Highland Capital Management (Tennessee)
Tennessee
$284K +$28.7K +434 +11%
Aristotle Capital Management
1010
Aristotle Capital Management
California
$283K – – –
GDP
1011
Great Diamond Partners
Maine
$282K – – –
MFG
1012
MidWestOne Financial Group
Iowa
$280K – – –
HCP
1013
Hexagon Capital Partners
Arkansas
$280K +$68.5K +1,038 +31%
AIA
1014
Arrow Investment Advisors
Maryland
$280K +$293K +4,430 New
IAIM
1015
International Assets Investment Management
Florida
$278K -$631K -9,559 -69%
JCM
1016
Janney Capital Management
Pennsylvania
$277K +$66 +1 +0%
YIA
1017
YHB Investment Advisors
Connecticut
$276K +$16.7K +253 +6%
FTC
1018
Farmers Trust Company
Ohio
$275K -$20K -303 -7%
CCFCSB
1019
Cape Cod Five Cents Savings Bank
Massachusetts
$275K +$7.53K +114 +3%
EIM
1020
Essex Investment Management
Massachusetts
$273K – – –
MWM
1021
Mattern Wealth Management
Kansas
$273K – – –
SAF
1022
Smith Anglin Financial
Texas
$273K +$7.2K +109 +3%
BONST
1023
Bank of Nova Scotia Trust
Ontario, Canada
$272K -$396 -6 -0.1%
MG
1024
Meritage Group
California
$271K -$64.5K -977 -19%
HVIA
1025
Hudson Valley Investment Advisors
New York
$271K -$7.99K -121 -3%