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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
701
V-Square Quantitative Management
Illinois
$972K +$395K +5,389 +71%
EFS
702
Essex Financial Services
Connecticut
$966K -$19.4K -265 -2%
Verition Fund Management
703
Verition Fund Management
Connecticut
$961K -$976K -13,311 -51%
BAM
704
Belpointe Asset Management
Nevada
$960K +$77.4K +1,056 +9%
SYBT
705
Stock Yards Bank & Trust
Kentucky
$957K -$189K -2,579 -17%
JIC
706
Johnson Investment Counsel
Ohio
$955K +$49.3K +673 +6%
CFD
707
Creative Financial Designs
Indiana
$952K +$90.5K +1,235 +11%
MYIA
708
Mount Yale Investment Advisors
Colorado
$950K -$58.6K -799 -6%
AO
709
Advisor OS
Illinois
$948K +$43.8K +597 +5%
1IA
710
1834 Investment Advisors
Wisconsin
$946K
PP
711
Patron Partners
Texas
$945K +$86.9K +1,185 +10%
OFS
712
OneAscent Financial Services
Alabama
$934K +$456K +6,220 +101%
SMC
713
Smith, Moore & Co
Missouri
$926K +$22.1K +302 +3%
AF
714
Arrow Financial
New York
$923K -$544K -7,425 -38%
PJSIMP
715
P.J. Schmidt Investment Management (PJS)
Wisconsin
$923K
CNBT
716
Canandaigua National Bank & Trust
New York
$919K +$98.1K +1,338 +12%
HH
717
Hilltop Holdings
Texas
$918K +$121K +1,654 +16%
FCI
718
Financial Counselors Inc
Kansas
$918K +$111K +1,518 +14%
FAM
719
Formidable Asset Management
Ohio
$915K +$73 +1 +0%
BA
720
BCM Advisors
Louisiana
$910K -$440 -6 -0%
MLIM
721
Mountain Lake Investment Management
Florida
$908K +$887K +12,099 New
FB
722
Fulton Bank
Pennsylvania
$907K +$14.2K +194 +2%
SC
723
Schulhoff & Co
Ohio
$906K +$733 +10 +0.1%
CWM
724
Congress Wealth Management
Massachusetts
$905K +$4.18K +57 +0.5%
IFG
725
Independent Financial Group
California
$902K +$77.3K +1,054 +10%