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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1051
Progressive Investment Management
Oregon
$801K -$52.9K -360 -6%
CI
1052
Conning Inc
Connecticut
$795K +$274K +1,868 +53%
KB
1053
Kimelman & Baird
New York
$793K
CAC
1054
Core Alternative Capital
Georgia
$792K -$3.08K -21 -0.4%
NG
1055
Norden Group
Utah
$792K +$333K +2,268 +73%
TPWM
1056
Twelve Points Wealth Management
Massachusetts
$790K -$42.5K -289 -5%
SAM
1057
Shell Asset Management
Netherlands
$788K -$27.6K -188 -3%
BCFD
1058
Boit C.F. David
$787K -$147K -1,000 -16%
FWM
1059
Forza Wealth Management
Florida
$787K +$1.32K +9 +0.2%
SCTC
1060
Sanibel Captiva Trust Company
Florida
$786K -$226K -1,540 -22%
DAS
1061
Dynamic Advisor Solutions
Arizona
$786K +$786K +5,350 New
PBK
1062
Peoples Bank (Kansas)
Kansas
$786K
IWA
1063
IVC Wealth Advisors
Pennsylvania
$786K -$7.05K -48 -0.9%
AG
1064
Ascent Group
Virginia
$784K +$222K +1,514 +40%
VWM
1065
Venturi Wealth Management
Texas
$783K -$52.5K -357 -6%
NWM
1066
Napa Wealth Management
California
$782K -$414K -2,820 -35%
CAM
1067
Cidel Asset Management
Ontario, Canada
$780K -$165K -1,126 -17%
ECM
1068
ExodusPoint Capital Management
New York
$780K -$5.34M -36,320 -87%
IMPI
1069
Ilmarinen Mutual Pension Insurance
Finland
$780K
IAS
1070
Insigneo Advisory Services
Florida
$778K +$136K +924 +21%
WOC
1071
West Oak Capital
California
$775K -$51.4K -350 -6%
IAMOG
1072
Investors Asset Management of Georgia
Georgia
$774K -$16.2K -110 -2%
VA
1073
Valmark Advisers
Ohio
$772K +$10.3K +70 +1%
BST
1074
Bath Savings Trust
Maine
$771K -$5.88K -40 -0.8%
WG
1075
Wealth Group
North Carolina
$768K +$22.9K +156 +3%