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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
801
Beacon Pointe Advisors
California
$249K -$120K -476 -32%
HDIM
802
Hanson & Doremus Investment Management
Vermont
$249K -$31.3K -124 -11%
JCM
803
Jacobi Capital Management
Pennsylvania
$247K +$44.1K +175 +21%
CIP
804
Convergence Investment Partners
Florida
$245K +$255K +1,012 New
P
805
Pitcairn
Pennsylvania
$245K +$256K +1,015 New
CYG
806
Clean Yield Group
Vermont
$242K – – –
GWSG
807
GPS Wealth Strategies Group
Colorado
$241K +$15.4K +61 +7%
CRC
808
Curi RMB Capital
Illinois
$240K +$4.28K +17 +2%
ETM
809
Euclidean Technologies Management
Washington
$239K – – –
NPT
810
Nixon Peabody Trust
Massachusetts
$239K – – –
Lido Advisors
811
Lido Advisors
California
$239K +$2.02K +8 +0.8%
PFM
812
Parsec Financial Management
North Carolina
$239K +$24.4K +97 +11%
OCM
813
Orchard Capital Management
Illinois
$238K – – –
Fiera Capital (Canada)
814
Fiera Capital (Canada)
Quebec, Canada
$237K – – –
ITIM
815
Indiana Trust & Investment Management
Indiana
$237K +$247K +980 New
JWCA
816
J.W. Cole Advisors
Florida
$232K -$15.9K -63 -6%
SWM
817
Stockman Wealth Management
Montana
$232K – – –
KTM
818
Keeler Thomas Management
Utah
$231K – – –
DBT
819
Dubuque Bank & Trust
Iowa
$231K +$5.04K +20 +2%
TNB
820
Thomasville National Bank
Georgia
$229K -$2.77K -11 -1%
ST
821
Smithfield Trust
Pennsylvania
$228K -$2.77K -11 -1%
CW
822
CreativeOne Wealth
Kansas
$228K +$238K +943 New
CGL
823
Clarius Group LLC
Washington
$224K +$4.54K +18 +2%
CPO
824
Cerity Partners OCIO
New York
$224K +$234K +928 New
GWM
825
Geneos Wealth Management
Colorado
$222K +$252 +1 +0.1%