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Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1026
Curbstone Financial Management Corp
New Hampshire
$530K
DC
1027
Diametric Capital
Massachusetts
$529K +$462K +2,629 New
BPWM
1028
Badgley Phelps Wealth Managers
Washington
$528K +$462K +2,625 New
SC
1029
SouthState Corp
Florida
$528K -$388K -2,207 -46%
WDL
1030
Well Done LLC
Michigan
$527K -$7.56K -43 -2%
SIM
1031
Sentry Investment Management
Wisconsin
$527K
MWM
1032
Modera Wealth Management
New Jersey
$526K +$251K +1,425 +120%
1SB
1033
1ST Source Bank
Indiana
$525K +$14.6K +83 +3%
WI
1034
Wedgewood Investors
Pennsylvania
$525K -$17.6K -100 -4%
BMCM
1035
Burns Matteson Capital Management
New York
$524K +$58.7K +334 +15%
VWA
1036
V Wealth Advisors
Kansas
$523K -$14.4K -82 -3%
TWM
1037
Tradition Wealth Management
Minnesota
$521K -$2.81K -16 -0.6%
SB
1038
Strategic Blueprint
Georgia
$520K +$38.2K +217 +9%
TPA
1039
Trivium Point Advisory
Connecticut
$518K -$12.5K -71 -3%
WG
1040
Welch Group
Alabama
$515K +$450K +2,561 New
OCG
1041
Opus Capital Group
Ohio
$515K
MCM
1042
Mengis Capital Management
Oregon
$512K
CIM
1043
Contravisory Investment Management
Massachusetts
$512K +$11.4K +65 +3%
DBIA
1044
Dumont & Blake Investment Advisors
New Jersey
$511K -$54.3K -309 -11%
PIP
1045
Peachtree Investment Partners
Florida
$511K +$447K +2,540 New
CPSC
1046
Carl P. Sherr & Co
Massachusetts
$508K +$69.8K +397 +19%
CAG
1047
Csenge Advisory Group
Florida
$507K -$26.2K -149 -6%
Cohen & Steers
1048
Cohen & Steers
New York
$507K +$80K +455 +22%
WI
1049
Wintrust Investments
Illinois
$507K +$444K +2,523 New
IRC
1050
Investors Research Corp
Georgia
$506K