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Name Holding Trade Value Shares
Change
Change in
Stake
BMO
526
Beck Mack & Oliver
New York
$950K
CWP
527
Cyndeo Wealth Partners
Florida
$947K +$1.68K +27 +0.2%
MFG
528
MidWestOne Financial Group
Iowa
$946K +$268K +4,307 +41%
CIM
529
Confluence Investment Management
Missouri
$944K
BDS
530
Banco de Sabadell
Florida
$941K -$32.9K -529 -3%
DP
531
Dearborn Partners
Illinois
$940K -$145K -2,331 -14%
CCFCSB
532
Cape Cod Five Cents Savings Bank
Massachusetts
$937K +$452K +7,255 +99%
KWM
533
Kingsview Wealth Management
Oregon
$934K -$59.3K -953 -6%
AFG
534
American Financial Group
Ohio
$934K
NA
535
Navellier & Associates
Nevada
$930K +$19.3K +310 +2%
SGI
536
Summit Global Investments
Utah
$930K -$25.9K -416 -3%
CGL
537
Clarius Group LLC
Washington
$928K -$19.6K -315 -2%
FNBOO
538
First National Bank of Omaha
Nebraska
$927K -$18.5K -298 -2%
FIM
539
Freedom Investment Management
Connecticut
$923K -$212K -3,403 -19%
MJP
540
Michael J. Puzo
$917K
CTA
541
Chesley Taft & Associates
Illinois
$917K
FBFS
542
First Business Financial Services
Wisconsin
$910K +$13K +209 +2%
EA
543
Ellsworth Advisors
Ohio
$910K +$8.15K +131 +1%
TCOT
544
Trust Company of Toledo
Ohio
$909K +$879K +14,118 New
EWA
545
EP Wealth Advisors
California
$908K +$462K +7,423 +111%
HKIM
546
Hayek Kallen Investment Management
Alabama
$904K +$1.31K +21 +0.1%
SWS
547
SYSTM Wealth Solutions
Illinois
$901K +$314K +5,037 +56%
GFA
548
Gallagher Fiduciary Advisors
Illinois
$901K -$47.2K -759 -5%
MPI
549
Mairs & Power Inc
Minnesota
$896K
PCIA
550
Prime Capital Investment Advisors
Kansas
$890K +$1.12K +18 +0.1%