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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Dakota Wealth Management
Florida
$14M +$3.06M +60,065 +29%
MCM
502
MAI Capital Management
Ohio
$14M +$981K +19,245 +8%
CVM
503
Cheviot Value Management
California
$14M -$140K -2,738 -1%
CCB
504
Country Club Bank
Missouri
$14M -$1.26M -24,755 -8%
SAM
505
Shell Asset Management
Netherlands
$13.7M +$1.62M +31,714 +14%
AAS
506
Avantax Advisory Services
Texas
$13.7M +$812K +15,932 +6%
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$13.6M +$200K +3,916 +2%
MPM
508
Meritage Portfolio Management
Kansas
$13.5M -$3.12M -61,160 -19%
AI
509
Atria Investments
North Carolina
$13.5M +$731K +14,341 +6%
EFS
510
Essex Financial Services
Connecticut
$13.4M -$41.6K -816 -0.3%
FPCM
511
Financial Partners Capital Management
New York
$13.3M +$44.8K +879 +0.3%
VVP
512
Venture Visionary Partners
Ohio
$13.3M +$577K +11,330 +5%
BHWM
513
Bar Harbor Wealth Management
New Hampshire
$13.1M +$1.68M +32,898 +15%
GIM
514
Goelzer Investment Management
Indiana
$13.1M +$2.2M +43,089 +21%
RT
515
Rockland Trust
Massachusetts
$13M -$737K -14,465 -6%
SWP
516
Stratos Wealth Partners
Ohio
$13M +$159K +3,112 +1%
BFA
517
Bragg Financial Advisors
North Carolina
$13M +$125K +2,445 +1%
KCM
518
Kanawha Capital Management
Virginia
$12.9M +$34.4K +675 +0.3%
GCA
519
Greenwood Capital Associates
South Carolina
$12.9M +$12.5M +245,708 +44,512%
LKIM
520
Lawson Kroeker Investment Management
Nebraska
$12.9M -$1.19M -23,450 -9%
SB
521
Simmons Bank
Arkansas
$12.9M +$353K +6,929 +3%
CC
522
Cannell & Co
New York
$12.9M -$3.82K -75 -0%
FFBTD
523
First Financial Bank - Trust Division
Ohio
$12.8M +$455K +8,920 +4%
AL
524
Arnhold LLC
New York
$12.8M -$240K -4,709 -2%
GJIC
525
Gamble Jones Investment Counsel
California
$12.8M -$245K -4,807 -2%