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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
2326
Cary Street Partners Investment Advisory
Virginia
$269K +$252K +4,501 New
HFS
2327
HBC Financial Services
Washington
$269K +$256K +4,566 New
AC
2328
Alley Company
Illinois
$267K -$6.66K -119 -3%
BWA
2329
Burt Wealth Advisors
Maryland
$267K +$168 +3 +0.1%
LP
2330
LGL Partners
Pennsylvania
$266K +$3.97K +71 +2%
LIA
2331
LBMC Investment Advisors
Tennessee
$266K +$5.32K +95 +2%
ANBT
2332
American National Bank & Trust
Texas
$263K +$112K +2,000 +83%
WPA
2333
West Paces Advisors
Georgia
$263K +$62.1K +1,110 +34%
DP
2334
Denver PWM
Colorado
$260K -$3.25K -58 -1%
CG
2335
Cutler Group
California
$260K +$244K +4,358 New
GSWM
2336
Golden State Wealth Management
California
$259K -$78.5K -1,402 -24%
TIM
2337
Total Investment Management
Arizona
$259K +$112 +2 +0%
WAM
2338
Weiss Asset Management
Massachusetts
$258K -$1.98M -35,465 -89%
BPCE
2339
Bank Pictet & Cie (Europe)
Germany
$257K – – –
PHS
2340
Pekin Hardy Strauss
Illinois
$256K -$56K -1,000 -19%
CIAS
2341
CBIZ Investment Advisory Services
Ohio
$255K – – –
CCM
2342
Cribstone Capital Management
Maine
$254K -$463K -8,271 -66%
SNB
2343
Security National Bank
Nebraska
$254K – – –
CWM
2344
CCG Wealth Management
California
$253K +$237K +4,232 New
ANTB
2345
AMG National Trust Bank
Colorado
$251K -$5.6K -100 -2%
Dodge & Cox
2346
Dodge & Cox
California
$251K – – –
MCM
2347
Marathon Capital Management
Maryland
$251K +$11.2K +200 +5%
AWM
2348
Altus Wealth Management
Kentucky
$249K +$233K +4,163 New
MAM
2349
Mastrapasqua Asset Management
Tennessee
$248K – – –
Pzena Investment Management
2350
Pzena Investment Management
New York
$247K -$130K -2,317 -36%