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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1126
Bragg Financial Advisors
North Carolina
$291K – – –
SPWA
1127
SteelBridge Private Wealth Advisors
Florida
$290K +$285K +4,721 New
KAM
1128
Keeley Asset Management
Illinois
$289K – – –
HCM
1129
Harvest Capital Management
New Hampshire
$288K – – –
GC
1130
Grimes & Company
Massachusetts
$287K -$42.3K -700 -13%
CS
1131
Cannell & Spears
New York
$287K – – –
SCM
1132
SOL Capital Management
Maryland
$285K – – –
RBC
1133
Ronald Blue & Co
Georgia
$283K -$22.7K -376 -8%
AIA
1134
Allegis Investment Advisors
Idaho
$281K +$111K +1,831 +67%
RCAMU
1135
Rothschild & Co Asset Management US
Connecticut
$281K +$276K +4,576 New
WA
1136
Winfield Associates
Ohio
$280K +$84.5K +1,400 +44%
NFG
1137
Nadler Financial Group
Illinois
$279K +$60 +1 +0%
SGCA
1138
Steel Grove Capital Advisors
Tennessee
$278K +$6.04K +100 +2%
MBT
1139
Monroe Bank & Trust
Michigan
$277K – – –
SIA
1140
Starfire Investment Advisers
Michigan
$277K – – –
MWM
1141
Mission Wealth Management
California
$276K +$271K +4,494 New
FAB
1142
First American Bank
Illinois
$275K +$270K +4,470 New
BFM
1143
Boothbay Fund Management
New York
$272K -$146K -2,411 -35%
HTHT
1144
Hemenway Trust Hemenway Trust
New Hampshire
$272K -$43.7K -724 -14%
SCA
1145
Salient Capital Advisors
Texas
$272K +$267K +4,422 New
Lido Advisors
1146
Lido Advisors
California
$272K +$268K +4,432 New
FMWA
1147
Forvis Mazars Wealth Advisors
Missouri
$270K +$70.2K +1,163 +36%
MAM
1148
Marquette Asset Management
Minnesota
$269K – – –
WPW
1149
Waldron Private Wealth
Pennsylvania
$268K -$67.3K -1,115 -20%
WPC
1150
Waters Parkerson & Co
Louisiana
$268K – – –