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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
2101
Pinion Investment Advisors
Kansas
$215K +$220K +16,440 New
SNBOSCI
2102
Security National Bank of Sioux City Iowa
Iowa
$214K -$6.43K -480 -3%
MPIA
2103
Mountain Pacific Investment Advisers
Idaho
$213K
AWM
2104
Aberdeen Wealth Management
Illinois
$212K -$7.5K -560 -3%
AWM
2105
Aries Wealth Management
Maine
$212K
SFP
2106
Shepherd Financial Partners
Massachusetts
$212K +$217K +16,240 New
SA
2107
Sunesis Advisors
Kansas
$211K
DSN
2108
D. Scott Neal
Kentucky
$211K +$6.43K +480 +3%
KCM
2109
Karp Capital Management
California
$211K +$216K +16,160 New
NAM
2110
NTV Asset Management
West Virginia
$209K
PCC
2111
Park Circle Company
Maryland
$209K
E
2112
Ergoteles
New York
$209K +$214K +16,000 New
OFS
2113
Orrstown Financial Services
Pennsylvania
$209K +$214K +16,000 New
ICM
2114
Islay Capital Management
Texas
$207K
RC
2115
RBO & Co
California
$207K
MGWM
2116
Marks Group Wealth Management
Minnesota
$207K +$1.07K +80 +0.5%
FP
2117
Foundry Partners
Minnesota
$206K -$9.1K -680 -4%
1W
2118
1776 Wealth
Georgia
$205K -$42.8K -3,200 -17%
FNT
2119
First Nebraska Trust
Nebraska
$203K +$8.03K +600 +4%
TNA
2120
True North Advisors
Texas
$203K +$209K +15,600 New
BLAM
2121
Bourne Lent Asset Management
New York
$202K
Cohen & Steers
2122
Cohen & Steers
New York
$202K +$93.2K +6,960 +82%
RPSA
2123
Richard P. Slaughter Associates
Texas
$201K -$13.4K -1,000 -6%
BWM
2124
BerganKDV Wealth Management
Minnesota
$201K -$4.28K -320 -2%
SFSIG
2125
San Francisco Sentry Investment Group
California
$201K -$536 -40 -0.3%