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Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
1076
LSV Asset Management
Illinois
$1M +$974K +12,700 New
WAM
1077
Weatherly Asset Management
California
$999K +$12.9K +168 +1%
SNBOSCI
1078
Security National Bank of Sioux City Iowa
Iowa
$999K +$13.8K +180 +1%
AWM
1079
Avior Wealth Management
Nebraska
$998K +$5.75K +75 +0.6%
ICOA
1080
Investment Centers of America
North Dakota
$997K -$180K -2,347 -16%
LA
1081
Lynch & Associates
Indiana
$992K +$210K +2,736 +28%
CCFCSB
1082
Cape Cod Five Cents Savings Bank
Massachusetts
$990K -$3.14K -41 -0.3%
TWI
1083
Thomas White International
Illinois
$989K -$178K -2,321 -16%
NIM
1084
Needham Investment Management
New York
$989K – – –
GWM
1085
Geneos Wealth Management
Colorado
$989K +$2.61K +34 +0.3%
Acadian Asset Management
1086
Acadian Asset Management
Massachusetts
$989K +$210K +2,743 +28%
EGA
1087
E&G Advisors
Texas
$982K – – –
FBT
1088
First Bankers Trust
Kentucky
$979K -$416K -5,427 -30%
CK
1089
Cohen Klingenstein
New York
$979K – – –
GIM
1090
Guardian Investment Management
California
$978K -$42.2K -550 -4%
FC
1091
Fayerweather Charles
$970K -$1.15K -15 -0.1%
SFSG
1092
Stearns Financial Services Group
North Carolina
$966K -$54.3K -708 -5%
WAM
1093
Wealthspire Advisors (Maryland)
Maryland
$966K +$191K +2,496 +26%
IB
1094
Intrust Bank
Kansas
$963K -$34.3K -447 -4%
HA
1095
Halsey Associates
Connecticut
$963K +$77 +1 +0%
CCM
1096
Carderock Capital Management
Maryland
$959K -$11.2K -146 -1%
FUBT
1097
First United Bank & Trust
Maryland
$955K +$3.99K +52 +0.4%
PFSC
1098
Peoples Financial Services Corp
Pennsylvania
$954K -$7.67K -100 -0.8%
HWA
1099
Heritage Wealth Advisors
Virginia
$951K +$275K +3,593 +43%
SMM
1100
Stadion Money Management
Georgia
$944K -$151K -1,970 -14%