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Name Holding Trade Value Shares
Change
Change in
Stake
CG
801
Colony Group
Massachusetts
$635K +$65.6K +339 +12%
BAM
802
Belpointe Asset Management
Nevada
$633K +$41.4K +214 +7%
AIC
803
Argus Investors Counsel
New York
$629K +$104K +536 +20%
WP
804
WMS Partners
Maryland
$628K -$65.4K -338 -10%
JIC
805
Johnson Investment Counsel
Ohio
$628K +$58.9K +304 +11%
CFA
806
Cahill Financial Advisors
Minnesota
$622K -$162K -837 -21%
RWM
807
Rench Wealth Management
Texas
$617K +$1.55K +8 +0.3%
GBA
808
Garrison Bradford & Associates
New York
$612K -$19.4K -100 -3%
PGIM
809
Pacific Global Investment Management
California
$612K +$596K +3,077 New
SG
810
Somerset Group
Minnesota
$611K -$39.7K -205 -6%
HB
811
Homrich & Berg
Georgia
$610K -$54K -279 -8%
TI
812
tru Independence
Oregon
$609K +$4.45K +23 +0.8%
PCM
813
Parsons Capital Management
Rhode Island
$609K +$129K +667 +28%
EFSCE
814
Enterprise Financial Services Corp (EFSC)
Missouri
$605K -$6.97K -36 -1%
BCM
815
Becker Capital Management
Oregon
$602K +$586K +3,025 New
TCA
816
Tortoise Capital Advisors
Kansas
$601K +$94.5K +488 +19%
ZB
817
Zions Bancorporation
Utah
$594K +$88.3K +456 +18%
ADMI
818
Albert D. Mason Inc
Massachusetts
$590K -$9.68K -50 -2%
MWM
819
Mission Wealth Management
California
$587K +$25.2K +130 +5%
CC
820
Cipher Capital
New York
$586K +$570K +2,944 New
TBNY
821
Trustco Bank (New York)
New York
$584K – – –
IFG
822
Investors Financial Group
Minnesota
$584K +$5.81K +30 +1%
BRWA
823
B. Riley Wealth Advisors
Florida
$575K +$6.58K +34 +1%
BHWM
824
Bar Harbor Wealth Management
New Hampshire
$574K -$515K -2,660 -48%
NERM
825
New England Research & Management
Illinois
$572K +$150K +775 +37%