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Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
1226
Baker Ellis Asset Management
Washington
$500K
LA
1227
Lucus Advisors
New York
$497K +$180K +1,343 +54%
CG
1228
Caprock Group
Idaho
$497K +$517K +3,855 New
RWA
1229
River Wealth Advisors
Pennsylvania
$494K -$68K -507 -12%
BSB
1230
Bangor Savings Bank
Maine
$494K -$66.9K -499 -12%
AIM
1231
Allen Investment Management
New York
$494K
HA
1232
Hamel Associates
New Jersey
$494K
CCA
1233
Conestoga Capital Advisors
Pennsylvania
$493K
SC
1234
Searle & Co
Connecticut
$493K
CNC
1235
Citizens & Northern Corp
Pennsylvania
$492K +$5.37K +40 +1%
MRCM
1236
M&R Capital Management
New Jersey
$487K
EFSCE
1237
Enterprise Financial Services Corp (EFSC)
Missouri
$485K -$33.7K -251 -6%
FAM
1238
Formidable Asset Management
Ohio
$484K
HHGA
1239
Halbert Hargrove Global Advisors
California
$480K -$30.7K -229 -6%
CK
1240
Carnick & Kubik
Colorado
$477K -$2.41K -18 -0.5%
TCM
1241
Telos Capital Management
California
$476K -$160K -1,196 -24%
SCM
1242
SOL Capital Management
Maryland
$472K
UR
1243
USCA RIA
Texas
$472K +$128K +954 +35%
SFM
1244
Signature Financial Management
Virginia
$470K +$536 +4 +0.1%
CPO
1245
Cerity Partners OCIO
New York
$468K -$749K -5,582 -61%
CM
1246
Capital Management
Virginia
$467K +$8.18K +61 +2%
AAS
1247
Annex Advisory Services
Wisconsin
$467K +$120K +897 +33%
SBWM
1248
Sunflower Bank Wealth Management
Arizona
$465K
BWAM
1249
Boyd Watterson Asset Management
Ohio
$461K -$8.05K -60 -2%
BIAS
1250
Beacon Investment Advisory Services
New Jersey
$461K +$480K +3,576 New