Name Holding Trade Value Shares
Change
Change in
Stake
LT
1251
Legacy Trust
Michigan
$449K – – –
TI
1252
Truepoint Inc
Ohio
$448K +$56K +142 +15%
IA
1253
IFG Advisory
Georgia
$448K +$190K +481 +79%
GEM
1254
Global Endowment Management
North Carolina
$448K +$430K +1,090 New
VCA
1255
Verdence Capital Advisors
Maryland
$446K -$769K -1,951 -64%
PWAM
1256
Pinnacle West Asset Management
Wyoming
$445K +$13.8K +35 +3%
IFAM
1257
Institutional & Family Asset Management
Colorado
$442K -$1.97K -5 -0.5%
CAMG
1258
CWA Asset Management Group
Florida
$442K +$425K +1,077 New
GFG
1259
Greystone Financial Group
Michigan
$442K +$63.9K +162 +18%
WAM
1260
Weiss Asset Management
Massachusetts
$441K +$425K +1,077 New
S
1261
Sachetta
Massachusetts
$440K +$423K +1,072 New
WC
1262
Waterloo Capital
Texas
$440K +$423K +1,072 New
AIIMS
1263
Analyst IMS Investment Management Services
Israel
$439K -$7.89K -20 -2%
KFGK
1264
Keystone Financial Group (Kentucky)
Kentucky
$438K +$2.76K +7 +0.7%
VT
1265
Vise Technologies
New York
$438K +$63.9K +162 +18%
MHR
1266
Matthew Hamilton Rosenberg
$435K -$9.46K -24 -2%
NFA
1267
Northern Financial Advisors
Michigan
$433K +$18.1K +46 +5%
HB
1268
HTLF Bank
Colorado
$432K +$414K +1,051 New
SPC
1269
Sigma Planning Corp
Michigan
$431K -$460K -1,166 -53%
B
1270
Bridgeworth
Alabama
$430K -$52.1K -132 -11%
SCM
1271
Stevens Capital Management
Pennsylvania
$430K +$413K +1,047 New
TGAM
1272
TBH Global Asset Management
Tennessee
$429K -$174K -442 -30%
CL
1273
Choreo LLC
Illinois
$428K +$38.6K +98 +10%
EBT
1274
Enterprise Bank & Trust
Massachusetts
$424K -$141K -357 -26%
EF
1275
Empirical Finance
Pennsylvania
$424K -$9.86K -25 -2%