Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
1526
Hanson & Doremus Investment Management
Vermont
$355K +$114K +700 +46%
MCM
1527
MV Capital Management
Maryland
$355K +$164 +1 +0%
WHG
1528
Westwood Holdings Group
Texas
$355K – – –
TWP
1529
Triad Wealth Partners
Kansas
$352K +$360K +2,201 New
WI
1530
Westbourne Investments
Virginia
$352K – – –
VI
1531
Versor Investments
New York
$351K -$125K -764 -26%
TLCM
1532
Twin Lakes Capital Management
California
$350K – – –
PWW
1533
Pettyjohn Wood & White
Virginia
$349K +$12.1K +74 +4%
WIA
1534
Westbourne Investment Advisors
Maryland
$349K +$25.8K +158 +8%
APG
1535
Abacus Planning Group
South Carolina
$346K -$164 -1 -0%
HCM
1536
Hall Capital Management
Rhode Island
$346K -$8.18K -50 -2%
SGI
1537
Summit Global Investments
Utah
$346K -$2.53M -15,480 -88%
CC
1538
Clearwave Capital
California
$346K +$353K +2,161 New
HT
1539
Heritage Trust
Oklahoma
$344K +$327 +2 +0.1%
SIM
1540
Studio Investment Management
Illinois
$344K +$3.27K +20 +0.9%
CB
1541
Cadence Bank
Mississippi
$343K – – –
AGWCA
1542
Annis Gardner Whiting Capital Advisors
Florida
$343K +$104K +637 +42%
GP
1543
Guardian Partners
Canada
$342K -$6.54K -40 -2%
ACA
1544
Affinity Capital Advisors
California
$341K +$20.8K +127 +6%
AC
1545
Addison Capital
Pennsylvania
$341K – – –
AA
1546
Alta Advisers
United Kingdom
$340K -$81.8K -500 -19%
VST
1547
Van Strum & Towne
California
$339K – – –
BW
1548
BXM Wealth
Colorado
$339K -$74.6K -456 -18%
WP
1549
WealthShield Partners
North Carolina
$339K +$1.15K +7 +0.3%
WDC
1550
Woodward Diversified Capital
California
$338K – – –