Name Holding Trade Value Shares
Change
Change in
Stake
OFS
576
OneAscent Financial Services
Alabama
$490K -$13.4K -487 -3%
AMIM
577
Aull & Monroe Investment Management
Alabama
$490K – – –
WF
578
Welch & Forbes
Massachusetts
$490K +$8.28K +300 +2%
BO
579
BRR OpCo
Ohio
$488K -$16.1K -583 -4%
LAM
580
Lingohr Asset Management
Germany
$488K – – –
Capital Fund Management (CFM)
581
Capital Fund Management (CFM)
France
$488K -$10.6M -382,740 -96%
FL
582
Fort LP
Maryland
$485K +$85.1K +3,083 +25%
CAN
583
Cetera Advisor Networks
California
$482K +$77.7K +2,817 +23%
TI
584
Tidal Investments
Wisconsin
$479K +$120K +4,363 +41%
KCM
585
Kanawha Capital Management
Virginia
$472K -$248 -9 -0.1%
AII
586
AGF Investments Inc
Ontario, Canada
$471K +$125K +4,521 +44%
EWA
587
EP Wealth Advisors
California
$470K +$409K +14,808 New
SIM
588
Sentry Investment Management
Wisconsin
$468K -$1.95M -70,562 -83%
IWC
589
Integrated Wealth Concepts
Massachusetts
$460K +$143K +5,195 +56%
VVP
590
Venture Visionary Partners
Ohio
$456K +$50.5K +1,831 +15%
MIC
591
Meridian Investment Counsel
California
$454K – – –
RCAG
592
Rehmann Capital Advisory Group
Michigan
$450K -$4.86K -176 -1%
BAS
593
Brown Advisory Securities
Maryland
$443K – – –
SSW
594
Smith Shellnut Wilson
Mississippi
$442K +$18.6K +675 +5%
SFI
595
Siemens Fonds Invest
Germany
$441K -$23.5K -853 -6%
PSUF
596
People's United Financial
Connecticut
$441K -$1.41K -51 -0.4%
CFO
597
Collective Family Office
Pennsylvania
$437K – – –
QP
598
Quilter Plc
United Kingdom
$435K – – –
WS
599
Wedbush Securities
California
$434K +$5.8K +210 +2%
BFM
600
Boothbay Fund Management
New York
$434K +$377K +13,657 New