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Name Holding Trade Value Shares
Change 		Change in
Stake
B
876
Barings
North Carolina
$818K +$873K +3,151 New
BHIA
877
Birch Hill Investment Advisors
Massachusetts
$816K -$138K -500 -14%
SWA
878
Stratos Wealth Advisors
Ohio
$816K +$210K +757 +32%
PTC
879
Private Trust Company
Ohio
$814K -$233K -840 -21%
BG
880
Bollard Group
Massachusetts
$813K – – –
SCM
881
Sterneck Capital Management
Missouri
$809K – – –
ANRIA
882
American National Registered Investment Advisor
Texas
$808K – – –
SMH
883
Sanders Morris Harris
Texas
$807K – – –
RIA
884
Realta Investment Advisors
Delaware
$806K -$10.8K -39 -1%
CT
885
Columbia Trust
Oregon
$802K +$856K +3,092 New
SAM
886
Silvercrest Asset Management
New York
$795K +$311K +1,124 +58%
PP
887
Palladium Partners
Virginia
$794K -$806K -2,910 -49%
NICM
888
Neo Ivy Capital Management
New York
$794K +$165K +594 +24%
OWA
889
Octavia Wealth Advisors
Ohio
$794K +$847K +3,059 New
NFG
890
Nations Financial Group
Iowa
$792K +$845K +3,051 New
SRAM
891
Spouting Rock Asset Management
Pennsylvania
$790K +$843K +3,044 New
TI
892
Tidal Investments
Wisconsin
$788K +$150K +542 +22%
IB
893
Intrust Bank
Kansas
$787K -$27.1K -98 -3%
LC
894
LCNB Corp
Ohio
$782K -$58.2K -210 -7%
BOTW
895
Bank of the West
California
$780K -$95K -343 -10%
WCA
896
Westover Capital Advisors
Delaware
$779K – – –
EGA
897
E&G Advisors
Texas
$774K -$27.7K -100 -3%
CIM
898
CIM Investment Management
Pennsylvania
$773K -$13.6K -49 -2%
OQS
899
Occudo Quantitative Strategies
Florida
$771K +$823K +2,971 New
HA
900
Harfst & Associates
Wyoming
$768K +$219K +790 +36%
34 35
36
37 38