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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1301
Progressive Investment Management
Oregon
$895K
FAM
1302
Formidable Asset Management
Ohio
$892K
AIS
1303
AM Investment Strategies
Tennessee
$888K +$267K +1,647 +37%
PBC
1304
Pavion Blue Capital
California
$886K
MKC
1305
M. Kraus & Co
Vermont
$881K +$3.08K +19 +0.3%
KFGK
1306
Keystone Financial Group (Kentucky)
Kentucky
$877K -$23.5K -145 -2%
LMAM
1307
Legg Mason Asset Management
Japan
$875K +$77.4K +478 +9%
WCAMG
1308
Woodard & Company Asset Management Group
North Carolina
$871K +$37.6K +232 +4%
IFG
1309
Independent Financial Group
California
$868K +$96.1K +593 +11%
SCM
1310
Salem Capital Management
Massachusetts
$868K
SCM
1311
Spreng Capital Management
Ohio
$865K
FIM
1312
Freedom Investment Management
Connecticut
$865K +$109K +673 +13%
LIM
1313
Longfellow Investment Management
Massachusetts
$861K
AP
1314
Americana Partners
Texas
$861K +$951K +5,872 New
PG
1315
Patten Group
Tennessee
$859K -$7.45K -46 -0.8%
TMAM
1316
Tokio Marine Asset Management
Japan
$858K +$116K +719 +14%
RIA
1317
Realta Investment Advisors
Delaware
$857K +$56.4K +348 +6%
RP
1318
Rowlandmiller & Partners
Georgia
$857K -$36K -222 -3%
MSFS
1319
Main Street Financial Solutions
Pennsylvania
$851K -$6.64K -41 -0.7%
VA
1320
Valmark Advisers
Ohio
$851K +$1.62K +10 +0.2%
AFG
1321
Allegheny Financial Group
Pennsylvania
$846K -$8.26K -51 -0.9%
ATWA
1322
Arbor Trust Wealth Advisors
Michigan
$846K +$4.7K +29 +0.5%
BFA
1323
Beaumont Financial Advisors
Massachusetts
$843K -$73.2K -452 -7%
PL
1324
Plancorp LLC
Missouri
$843K -$8.26K -51 -0.9%
XT
1325
XTX Topco
Cayman Islands
$842K +$930K +5,741 New