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Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
1501
Aull & Monroe Investment Management
Alabama
$678K – – –
CCMG
1502
Clark Capital Management Group
Pennsylvania
$675K -$103K -618 -13%
SFO
1503
Stokes Family Office
Louisiana
$674K +$58.6K +351 +9%
TFO
1504
Tarbox Family Office
California
$672K – – –
RCM
1505
RB Capital Management
Nevada
$672K +$1.33K +8 +0.2%
LW
1506
Linscomb Wealth
Texas
$670K +$38.2K +229 +6%
W
1507
Wealthquest
Ohio
$667K +$8.34K +50 +1%
RVM
1508
Robinson Value Management
Texas
$665K – – –
SA
1509
Sicart Associates
New York
$661K – – –
VI
1510
Versor Investments
New York
$660K -$1.17M -7,040 -64%
ZAM
1511
Zevin Asset Management
Massachusetts
$659K – – –
AIM
1512
ARK Investment Management
Florida
$657K -$96.3K -577 -13%
ABP
1513
Arthur B. Page
$656K -$367K -2,201 -36%
3F
1514
360 Financial
Minnesota
$656K – – –
DM
1515
Diker Management
New York
$655K – – –
GIP
1516
Greatmark Investment Partners
Georgia
$651K +$5.01K +30 +0.8%
EA
1517
Elm Advisors
California
$649K – – –
CAM
1518
Campion Asset Management
Virginia
$647K -$160K -957 -20%
AIL
1519
AGF Investments LLC
Ontario, Canada
$647K -$81.6K -489 -11%
MPCG
1520
Matrix Private Capital Group
New York
$647K -$31.9K -191 -5%
EFSCE
1521
Enterprise Financial Services Corp (EFSC)
Missouri
$647K -$29.4K -176 -4%
CT
1522
Columbia Trust
Oregon
$647K -$15.9K -95 -2%
CNB
1523
Camden National Bank
Maine
$644K – – –
MSFP
1524
Mark Sheptoff Financial Planning
Connecticut
$643K +$167 +1 +0%
CBA
1525
Coastal Bridge Advisors
Connecticut
$642K +$195K +1,170 +43%