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Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
701
Brewin Dolphin Wealth Management
Ireland
$344K – – –
BIM
702
Bridges Investment Management
Nebraska
$343K – – –
VCM
703
Violich Capital Management
California
$343K – – –
WB
704
WesBanco Bank
West Virginia
$341K -$11K -59 -3%
AIC
705
Archer Investment Corporation
Indiana
$341K +$318K +1,700 New
BWM
706
Buckley Wealth Management
Nevada
$340K +$6.55K +35 +2%
MOS
707
MGO One Seven
Ohio
$340K +$23.9K +128 +8%
PBO
708
Peoples Bank (Ohio)
Ohio
$339K – – –
MC
709
Moors & Cabot
Massachusetts
$336K +$313K +1,672 New
Carson Wealth (CWM LLC)
710
Carson Wealth (CWM LLC)
Nebraska
$334K – – –
IC
711
Inscription Capital
Texas
$334K +$101K +540 +45%
SS
712
Simplicity Solutions
Minnesota
$333K +$310K +1,657 New
WKWM
713
Walter & Keenan Wealth Management
Indiana
$331K -$28.8K -154 -9%
HKAM
714
Horizon Kinetics Asset Management
New York
$331K +$2.81K +15 +0.9%
PIA
715
Pinion Investment Advisors
Kansas
$327K -$108K -575 -26%
SSA
716
South Street Advisors
New York
$327K – – –
APP
717
Avantax Planning Partners
Iowa
$325K -$22.8K -122 -7%
KIA
718
KCM Investment Advisors
California
$324K -$434K -2,320 -59%
I
719
IberiaBank
Louisiana
$324K +$302K +1,612 New
EWM
720
Evercore Wealth Management
New York
$322K -$43.4K -232 -13%
RMSCM
721
R.M. Sincerbeaux Capital Management
New York
$321K – – –
PAM
722
Palisade Asset Management
Minnesota
$321K – – –
GLI
723
Guardian Life Insurance
New York
$319K – – –
SFSIG
724
San Francisco Sentry Investment Group
California
$319K +$187 +1 +0.1%
LSAG
725
Lake Street Advisors Group
New Hampshire
$319K +$6.74K +36 +2%