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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
801
Belpointe Asset Management
Nevada
$2.24M +$111K +793 +6%
NC
802
NewSquare Capital
Pennsylvania
$2.24M +$158K +1,127 +8%
SRC
803
Stone Run Capital
New York
$2.23M -$50.3K -359 -2%
TL
804
TrueWealth LLC
Georgia
$2.22M
DIA
805
Dean Investment Associates
Ohio
$2.21M -$1.52M -10,873 -42%
BI
806
Bredin Investment
Delaware
$2.21M
MIM
807
Miller Investment Management
Pennsylvania
$2.2M +$110K +784 +6%
WCM
808
Weld Capital Management
New York
$2.19M +$1.45M +10,367 +233%
BMC
809
Beaton Management Company
Massachusetts
$2.18M -$159K -1,136 -7%
WAM
810
Weatherly Asset Management
California
$2.18M -$75.4K -538 -4%
MFG
811
MidWestOne Financial Group
Iowa
$2.18M +$94.4K +674 +5%
SFSG
812
Stearns Financial Services Group
North Carolina
$2.17M +$247K +1,763 +14%
TCOT
813
Trust Company of Toledo
Ohio
$2.17M
LNB
814
Ledyard National Bank
$2.16M -$7.42K -53 -0.4%
WWM
815
Willingdon Wealth Management
North Carolina
$2.16M +$827K +5,906 +67%
HSA
816
HBK Sorce Advisory
Pennsylvania
$2.16M +$333K +2,380 +19%
RIL
817
Rothschild Investment LLC
Illinois
$2.15M
CIP
818
Chartwell Investment Partners
Pennsylvania
$2.15M -$2M -14,289 -50%
FP
819
Financial Perspectives
Minnesota
$2.14M +$2.04M +14,534 New
RIA
820
Regal Investment Advisors
Michigan
$2.14M +$66.7K +476 +3%
FLPIM
821
F.L. Putnam Investment Management
Massachusetts
$2.13M +$493K +3,519 +32%
MSS
822
Mitchell Sinkler & Starr
Pennsylvania
$2.12M +$356K +2,541 +21%
NB
823
NBT Bank
New York
$2.12M -$71K -507 -3%
LBA
824
Lowell Blake & Associates
Massachusetts
$2.12M +$2.01M +14,371 New
UBV
825
United Bank (Virginia)
Virginia
$2.1M -$439K -3,135 -18%