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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
601
Boston Family Office
Massachusetts
$329K +$318K +2,088 New
SSW
602
Smith Shellnut Wilson
Mississippi
$325K – – –
KWM
603
Kingsview Wealth Management
Oregon
$321K -$14.5K -95 -4%
RWA
604
Ropes Wealth Advisors
Massachusetts
$320K -$151K -989 -33%
DADC
605
D.A. Davidson & Co
Montana
$320K +$87.3K +573 +39%
CT
606
Coastline Trust
Rhode Island
$319K +$85.3K +560 +38%
FTIOP
607
Fiduciary Trust International of Pennsylvania
Pennsylvania
$318K -$7.62K -50 -2%
ARMT
608
Amica Retiree Medical Trust
Rhode Island
$318K – – –
HCM
609
Harvest Capital Management
New Hampshire
$317K – – –
Luther King Capital Management (LKCM)
610
Luther King Capital Management (LKCM)
Texas
$315K – – –
ESBC
611
E.S. Barr & Co
Kentucky
$312K – – –
GG
612
Gofen & Glossberg
Illinois
$310K – – –
PCM
613
Perritt Capital Management
Illinois
$309K -$30.5K -200 -9%
KFS
614
Kurt F. Somerville
$304K -$30.5K -200 -9%
CCFCSB
615
Cape Cod Five Cents Savings Bank
Massachusetts
$299K – – –
1SB
616
1ST Source Bank
Indiana
$291K -$762 -5 -0.3%
BWP
617
Baldwin Wealth Partners
Massachusetts
$288K – – –
VCA
618
Verdence Capital Advisors
Maryland
$286K +$276K +1,812 New
FMLI
619
Fukoku Mutual Life Insurance
Japan
$284K – – –
VV
620
Verity & Verity
South Carolina
$278K -$52.6K -345 -16%
Fisher Asset Management
621
Fisher Asset Management
Washington
$278K +$27.6K +181 +11%
Northwestern Mutual Wealth Management
622
Northwestern Mutual Wealth Management
Wisconsin
$276K -$129K -847 -33%
MCP
623
Mirador Capital Partners
California
$275K – – –
PSF
624
Pacific Sun Financial
California
$275K +$266K +1,743 New
CIBC World Market
625
CIBC World Market
Ontario, Canada
$274K -$1.83K -12 -0.7%