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Name Holding Trade Value Shares
Change
Change in
Stake
GM
626
GeoWealth Management
Illinois
$513K +$32.1K +1,011 +7%
TSS
627
Two Sigma Securities
New York
$512K -$162K -5,104 -26%
ANTB
628
AMG National Trust Bank
Colorado
$510K +$144K +4,540 +45%
BDFN
629
Bond & Devick Financial Network
Minnesota
$497K – – –
BWAM
630
Boyd Watterson Asset Management
Ohio
$489K – – –
MOS
631
MGO One Seven
Ohio
$487K +$163K +5,138 +59%
CCA
632
Checchi Capital Advisers
California
$485K +$24.9K +785 +6%
CP
633
Capital Planning
Washington
$484K +$80.8K +2,546 +23%
TG
634
TCW Group
California
$484K +$68K +2,144 +18%
BCM
635
BluePath Capital Management
Georgia
$483K -$4.25K -134 -1%
BRWA
636
B. Riley Wealth Advisors
Florida
$483K -$72K -2,270 -14%
BHBT
637
Burke & Herbert Bank & Trust
Virginia
$482K -$6.54K -206 -1%
GC
638
Garde Capital
Washington
$480K -$285K -8,988 -40%
BFM
639
Boothbay Fund Management
New York
$478K +$433K +13,644 New
ST
640
Spinnaker Trust
Maine
$477K – – –
MLA
641
My Legacy Advisors
Oregon
$474K +$3.49K +110 +0.8%
LWM
642
Lyell Wealth Management
California
$470K +$20.6K +649 +5%
SSW
643
Smith Shellnut Wilson
Mississippi
$470K – – –
CIS
644
Custom Index Systems
New York
$468K -$11.1K -351 -3%
PCM
645
Perritt Capital Management
Illinois
$465K +$2.13K +67 +0.5%
TCM
646
Twin Capital Management
Pennsylvania
$463K +$419K +13,210 New
TLFA
647
True Link Financial Advisors
California
$461K – – –
CBTWT
648
Community Bank & Trust (Waco, Texas)
Texas
$459K +$41.5K +1,309 +11%
JCIA
649
Jackson Creek Investment Advisors
Colorado
$458K -$21.2K -669 -5%
CAM
650
Cidel Asset Management
Ontario, Canada
$458K +$10.7K +338 +3%