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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1101
Burke & Herbert Bank & Trust
Virginia
$305K +$2.29K +10 +0.8%
CRC
1102
Curi RMB Capital
Illinois
$305K +$280K +1,223 New
FLI
1103
Family Legacy Inc
South Carolina
$305K +$280K +1,223 New
RCM
1104
RNC Capital Management
California
$304K -$915 -4 -0.3%
RHBC
1105
R.H. Bluestein & Co
Michigan
$304K
AIM
1106
Achmea Investment Management
Netherlands
$301K -$751K -3,283 -73%
BWM
1107
BigSur Wealth Management
Florida
$300K
ESBC
1108
E.S. Barr & Co
Kentucky
$299K
MHIC
1109
Marble Harbor Investment Counsel
Massachusetts
$299K
VFA
1110
Valeo Financial Advisors
Indiana
$296K +$6.17K +27 +2%
CCT
1111
Country Club Trust
Missouri
$296K +$25.2K +110 +10%
CG
1112
Corundum Group
Colorado
$292K +$229 +1 +0.1%
Nuveen Fund Advisors
1113
Nuveen Fund Advisors
Illinois
$291K -$59.9K -262 -18%
MIM
1114
Marco Investment Management
Georgia
$291K
CSIC
1115
Clifford Swan Investment Counsel
California
$290K
SWM
1116
SeaCrest Wealth Management
New York
$290K +$266K +1,164 New
MCM
1117
Mitchell Capital Management
Kansas
$289K +$265K +1,157 New
BCA
1118
Benchmark Capital Advisors
New York
$287K
EAM
1119
Evanson Asset Management
California
$286K +$263K +1,148 New
AWMF
1120
Arbor Wealth Management (Florida)
Florida
$282K
BFO
1121
Biltmore Family Office
North Carolina
$282K +$258K +1,127 New
PNC
1122
Park National Corp
Ohio
$281K
WGCA
1123
Wolf Group Capital Advisors
Virginia
$281K
AI
1124
Accredited Investors
Minnesota
$278K +$457 +2 +0.2%
NIC
1125
Northwest Investment Counselors
Oregon
$275K +$252K +1,103 New