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Name Holding Trade Value Shares
Change
Change in
Stake
MSS
676
Mitchell Sinkler & Starr
Pennsylvania
$501K -$112K -582 -20%
MCM
677
Manchester Capital Management
Vermont
$500K – – –
OL
678
Optas LLC
Texas
$498K -$86.7K -449 -16%
PIM
679
Penobscot Investment Management
Massachusetts
$498K -$38.6K -200 -8%
BFEC
680
Benjamin F. Edwards & Company
Missouri
$496K -$48.7K -252 -10%
LC
681
LCNB Corp
Ohio
$495K -$3.86K -20 -0.9%
LSAG
682
Lake Street Advisors Group
New Hampshire
$488K +$80.1K +415 +22%
HIIFS
683
Harel Insurance Investments & Financial Services
Israel
$487K +$444K +2,298 New
VCA
684
Verdence Capital Advisors
Maryland
$486K +$11.4K +59 +3%
PCM
685
Pointe Capital Management
Michigan
$481K – – –
FFC
686
First Financial Corp
Indiana
$481K +$174K +901 +66%
CA
687
Clearstead Advisors
Ohio
$479K -$144K -745 -25%
AC
688
Abbrea Capital
California
$477K -$8.69K -45 -2%
BIC
689
Beach Investment Counsel
Pennsylvania
$477K – – –
PCM
690
Parsons Capital Management
Rhode Island
$476K -$19.3K -100 -4%
IC
691
IEQ Capital
California
$472K -$354K -1,835 -45%
SW
692
SVB Wealth
Massachusetts
$470K -$84.6K -438 -16%
TC
693
TownSquare Capital
Utah
$470K +$128K +662 +47%
SFA
694
Sequoia Financial Advisors
Ohio
$468K +$43.3K +224 +11%
ZB
695
Zions Bancorporation
Utah
$466K -$16.6K -86 -4%
RW
696
REDW Wealth
New Mexico
$466K – – –
CA
697
Cetera Advisors
Colorado
$464K +$99.1K +513 +31%
TFS
698
Thoroughbred Financial Services
Tennessee
$460K -$1.18M -6,096 -74%
BB
699
Bell Bank
North Dakota
$460K -$4.44K -23 -1%
ORI
700
Oak Ridge Investments
Illinois
$456K +$13.3K +69 +3%