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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1101
Clearstead Trust
Maine
$194K +$1.52K +137 +0.9%
UB
1102
UMB Bank
Missouri
$193K -$192K -17,277 -52%
SAM
1103
SignalPoint Asset Management
Missouri
$193K -$91.9K -8,261 -34%
RL
1104
Rogco LP
Oklahoma
$193K
TIMH
1105
Tilt Investment Management Holdings
New York
$192K -$69.8K -6,273 -28%
VSQM
1106
V-Square Quantitative Management
Illinois
$192K
FSA
1107
Financial Sense Advisors
California
$192K +$62.8K +5,642 +56%
MPI
1108
Mairs & Power Inc
Minnesota
$190K
ECM
1109
Evergreen Capital Management
Washington
$190K -$74.5K -6,694 -30%
SF
1110
Slagle Financial
Illinois
$190K +$162K +14,587 +88%
GWM
1111
Graybill Wealth Management
Illinois
$189K
GC
1112
Guidance Capital
Kentucky
$188K -$534 -48 -0.3%
AAIS
1113
ABN AMRO Investment Solutions
$188K
BCM
1114
Bluefin Capital Management
New York
$188K -$1.35M -121,432 -89%
APW
1115
Austin Private Wealth
Texas
$187K +$22K +1,980 +15%
PWG
1116
Portside Wealth Group
Utah
$187K +$37.5K +3,369 +28%
NAS
1117
Nicolet Advisory Services
Wisconsin
$187K -$11.5K -1,035 -6%
AM
1118
AGF Management
Ontario, Canada
$187K +$171K +15,349 New
PWMG
1119
Pinnacle Wealth Management Group
Michigan
$186K
GEA
1120
Glen Eagle Advisors
New Jersey
$186K -$41.4K -3,719 -20%
FAM
1121
Formidable Asset Management
Ohio
$186K +$27.8K +2,500 +20%
HWA
1122
HHM Wealth Advisors
Tennessee
$185K
BEI
1123
Benjamin Edwards Inc
Missouri
$185K -$4.61K -414 -3%
HIP
1124
HUB Investment Partners
Texas
$184K +$48.6K +4,364 +41%
EIP
1125
Epoch Investment Partners
New York
$184K +$168K +15,110 New