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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1551
Systematic Financial Management
New Jersey
$356K – – –
WIS
1552
Wright Investors Service
Connecticut
$355K -$32.2K -183 -9%
RWM
1553
RKL Wealth Management
Pennsylvania
$355K +$340K +1,929 New
LG
1554
Laidlaw Group
New York
$351K -$160K -910 -32%
MAA
1555
Mraz Amerine & Associates
California
$351K -$13.2K -75 -4%
CCS
1556
Crosspoint Capital Strategies
California
$351K – – –
LWA
1557
Lenox Wealth Advisors
New York
$351K +$15.1K +86 +5%
Aristotle Capital Management
1558
Aristotle Capital Management
California
$350K -$94M -533,832 -100%
MS
1559
Marshall & Sullivan
Washington
$346K – – –
SCA
1560
STALEY CAPITAL ADVISERS
Pennsylvania
$346K – – –
OFS
1561
Orrstown Financial Services
Pennsylvania
$342K – – –
FWP
1562
FAS Wealth Partners
Kansas
$342K +$29K +165 +10%
RAM
1563
Roanoke Asset Management
New Jersey
$341K – – –
AIA
1564
Alerus Investment Advisors
Minnesota
$340K – – –
OC
1565
Oakworth Capital
Alabama
$339K +$18.5K +105 +6%
SSWM
1566
Sheets Smith Wealth Management
North Carolina
$338K +$9.68K +55 +3%
GCP
1567
GSA Capital Partners
United Kingdom
$337K +$323K +1,834 New
GEM
1568
Global Endowment Management
North Carolina
$335K – – –
CRC
1569
Curi RMB Capital
Illinois
$335K +$5.28K +30 +2%
NA
1570
Nottingham Advisors
New York
$334K -$18.5K -105 -5%
GMCM
1571
Gruber & McBaine Capital Management
California
$334K – – –
VA
1572
Valmark Advisers
Ohio
$331K – – –
MCWS
1573
McKinley Carter Wealth Services
West Virginia
$328K -$133K -754 -30%
WHRC
1574
W.H. Reaves & Co
New Jersey
$327K – – –
CWM
1575
Cabot Wealth Management
Massachusetts
$326K -$4.12M -23,391 -93%