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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
701
Cadence Bank
Mississippi
$738K -$687K -2,800 -50%
MAFM
702
Mid Atlantic Financial Management
Pennsylvania
$734K +$248K +1,012 +57%
MCM
703
Monarch Capital Management
Indiana
$732K – – –
JCM
704
Jacobi Capital Management
Pennsylvania
$728K +$49.6K +202 +8%
LWMM
705
Legacy Wealth Management (Mississippi)
Mississippi
$725K – – –
NNP
706
Nachman Norwood & Parrott
South Carolina
$723K +$491 +2 +0.1%
MGIM
707
M&G Investment Management
United Kingdom
$716K -$22.2M -90,335 -29%
SMH
708
Sanders Morris Harris
Texas
$711K – – –
CTC
709
Central Trust Company
Missouri
$703K -$125K -511 -16%
CCA
710
Conestoga Capital Advisors
Pennsylvania
$702K -$29.5K -120 -4%
RMC
711
Resources Management Corp
Connecticut
$700K – – –
S
712
SignatureFD
Georgia
$699K +$18.7K +76 +3%
ANTB
713
AMG National Trust Bank
Colorado
$698K – – –
FFS
714
Founders Financial Securities
Maryland
$697K +$80.7K +329 +14%
SW
715
SVB Wealth
Massachusetts
$691K +$19.1K +78 +3%
EBT
716
Enterprise Bank & Trust
Massachusetts
$685K – – –
TFS
717
Thoroughbred Financial Services
Tennessee
$680K +$69.9K +285 +12%
CG
718
Colony Group
Massachusetts
$677K -$80K -326 -11%
MOS
719
MGO One Seven
Ohio
$677K +$57.2K +233 +4%
WC
720
Woodstock Corp
Massachusetts
$669K – – –
KWM
721
Kingsview Wealth Management
Oregon
$661K +$12.3K +50 +2%
TCM
722
Tributary Capital Management
Nebraska
$660K +$110K +450 +22%
GAM
723
Griffin Asset Management
New York
$659K -$293K -1,192 -32%
PAM
724
Palisade Asset Management
Minnesota
$657K +$8.59K +35 +1%
BB
725
Bell Bank
North Dakota
$657K +$53.3K +217 +10%
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