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Name Holding Trade Value Shares
Change
Change in
Stake
SIP
1026
Scott Investment Partners
United Kingdom
$672K – – –
CCM
1027
Coldstream Capital Management
Washington
$671K +$104K +1,591 +16%
SBIA
1028
Sheaff Brock Investment Advisors
Indiana
$669K -$11.9K -182 -2%
LAM
1029
Lynch Asset Management
Pennsylvania
$669K – – –
CA
1030
Clearstead Advisors
Ohio
$669K -$308K -4,736 -29%
FFG
1031
Fortem Financial Group
California
$666K +$742K +11,400 New
MFG
1032
Monte Financial Group
Connecticut
$666K +$38.6K +593 +5%
WHG
1033
Westwood Holdings Group
Texas
$665K -$33.2K -510 -4%
OIAM
1034
OFI Invest Asset Management
France
$664K -$26.9M -412,466 -97%
LSAG
1035
Lake Street Advisors Group
New Hampshire
$664K +$740K +11,363 New
EWA
1036
EP Wealth Advisors
California
$662K -$1.21M -18,610 -62%
Bessemer Group
1037
Bessemer Group
New Jersey
$659K -$588K -9,032 -44%
CTC
1038
Central Trust Company
Missouri
$659K -$89.8K -1,379 -11%
PSC
1039
Prentiss Smith & Co
Vermont
$659K -$5.41K -83 -0.7%
BAAM
1040
Baker Avenue Asset Management
California
$654K -$5.25M -80,568 -88%
WAP
1041
Wealthcare Advisory Partners
Pennsylvania
$653K -$181K -2,785 -20%
DC
1042
DeDora Capital
California
$650K -$28.3K -434 -4%
SNBOSD
1043
Security National Bank of So Dak
Iowa
$644K +$6.06K +93 +0.9%
LC
1044
LCNB Corp
Ohio
$642K +$14.7K +225 +2%
BCM
1045
Brookstone Capital Management
Illinois
$642K -$3.88M -59,512 -84%
FCB
1046
First County Bank
Connecticut
$641K +$244K +3,750 +52%
FLPIM
1047
F.L. Putnam Investment Management
Massachusetts
$632K -$62.6K -961 -8%
FFC
1048
First Financial Corp
Indiana
$627K +$8.73K +134 +1%
BWAM
1049
Boyd Watterson Asset Management
Ohio
$623K +$341K +5,238 +97%
AIIMS
1050
Analyst IMS Investment Management Services
Israel
$613K -$223K -3,425 -25%