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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
901
Meridiem Investment Management
United Kingdom
$559K -$192K -850 -26%
CAGAS
902
Capital Advisory Group Advisory Services
Minnesota
$559K +$13.6K +60 +3%
SFO
903
Stokes Family Office
Louisiana
$559K +$25.1K +111 +5%
HA
904
Harfst & Associates
Wyoming
$558K -$268K -1,187 -33%
SIA
905
SkyView Investment Advisors
New Jersey
$551K +$3.91M +17,294 +777%
SIM
906
Sentry Investment Management
Wisconsin
$549K +$85.2K +377 +19%
WTB
907
Washington Trust Bank
Washington
$549K +$105K +463 +25%
UIA
908
Ulland Investment Advisors
Minnesota
$548K +$528K +2,334 New
SC
909
Sonen Capital
California
$543K +$523K +2,315 New
WSFS
910
Wilmington Savings Fund Society
Delaware
$542K -$114K -506 -18%
TF
911
Tompkins Financial
New York
$542K -$33.9K -150 -6%
HCM
912
Highview Capital Management
Illinois
$542K +$522K +2,309 New
BOM
913
Bank of Marin
California
$540K – – –
OPA
914
Old Port Advisors
Maine
$533K -$12.4K -55 -2%
NCM
915
Next Capital Management
New York
$530K – – –
HFG
916
Heron Financial Group
New York
$525K – – –
MJP
917
Michael J. Puzo
$522K – – –
NB
918
Nicolet Bankshares
Wisconsin
$522K +$217K +958 +76%
CG
919
Corundum Group
Colorado
$516K +$153K +676 +44%
CP
920
Covenant Partners
Tennessee
$513K – – –
AG
921
Ascent Group
Virginia
$510K +$591K +2,613 New
PRC
922
Pearl River Capital
Michigan
$509K -$33.5K -148 -6%
SYBT
923
Stock Yards Bank & Trust
Kentucky
$509K +$22.6K +100 +5%
MGP
924
Metis Global Partners
California
$509K +$491K +2,171 New
WANY
925
Wealthspire Advisors (New York)
New York
$503K +$6.55K +29 +1%