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Name Holding Trade Value Shares
Change
Change in
Stake
BTD
1301
BankPlus Trust Department
Mississippi
$1.3M +$1.33M +48,865 New
6F
1302
626 Financial
Michigan
$1.3M +$177K +6,514 +15%
SC
1303
Syon Capital
California
$1.29M +$26.4K +973 +2%
AMIM
1304
Aull & Monroe Investment Management
Alabama
$1.29M -$154K -5,694 -10%
CCC
1305
Compass Capital Corp
Massachusetts
$1.29M +$1.34M +49,457 New
GCM
1306
Gables Capital Management
Florida
$1.28M +$4.07K +150 +0.3%
WTA
1307
Washington Trust Advisors
Massachusetts
$1.28M -$29.1K -1,072 -2%
EP
1308
Edgestream Partners
New Jersey
$1.28M -$4.47M -164,961 -77%
BG
1309
Bahl & Gaynor
Ohio
$1.27M -$502K -18,522 -28%
LFA
1310
Lauterbach Financial Advisors
Texas
$1.27M +$377K +13,881 +41%
AWM
1311
Avior Wealth Management
Nebraska
$1.27M -$116K -4,278 -8%
VCAM
1312
Van Cleef Asset Management
Ohio
$1.27M -$68K -2,508 -5%
CIC
1313
Carnegie Investment Counsel
Ohio
$1.27M -$1.52M -55,877 -54%
LC
1314
Lindbrook Capital
California
$1.27M -$373K -13,747 -22%
FCA
1315
FLC Capital Advisors
California
$1.26M +$240K +8,839 +23%
WA
1316
Wealth Alliance
New York
$1.26M -$113K -4,149 -8%
SAG
1317
SageView Advisory Group
California
$1.25M +$468K +17,241 +57%
ADBIC
1318
A.D. Beadell Investment Counsel
Wisconsin
$1.25M +$91.5K +3,375 +8%
SF
1319
Symphony Financial
Texas
$1.25M +$173K +6,371 +15%
MSA
1320
Marino Stram & Associates
Massachusetts
$1.25M -$83.6K -3,082 -6%
SB
1321
Strategic Blueprint
Georgia
$1.25M +$25.6K +942 +2%
MCM
1322
Manchester Capital Management
Vermont
$1.25M +$90.2K +3,326 +8%
FFN
1323
Focus Financial Network
Minnesota
$1.24M -$137K -5,068 -10%
CPSAC
1324
Chas P. Smith & Associates (CPS)
Florida
$1.24M -$316K -11,663 -20%
AWA
1325
Amplius Wealth Advisors
Pennsylvania
$1.24M +$567K +20,911 +81%