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Name Holding Trade Value Shares
Change
Change in
Stake
KP
801
Keel Point
Alabama
$281K
BSW
802
Buckingham Strategic Wealth
Missouri
$281K +$411 +8 +0.1%
BB
803
Busey Bank
Illinois
$278K
CIC
804
Crawford Investment Counsel
Georgia
$276K -$15.4K -300 -5%
WA
805
WealthTrust Axiom
Pennsylvania
$274K -$2.26K -44 -0.8%
FIB
806
First Interstate Bank
Montana
$269K -$4.88K -95 -2%
MIM
807
Midwest Investment Management
Ohio
$267K -$3.85K -75 -1%
DTL
808
Dynamic Technology Lab
Singapore
$265K +$278K +5,406 New
BCI
809
Brinker Capital Investments
Pennsylvania
$263K +$11.3K +220 +4%
LIM
810
Leavell Investment Management
Alabama
$262K
RAM
811
Redmond Asset Management
Virginia
$262K
CWM
812
Confluence Wealth Management
Oregon
$262K +$20.5K +400 +8%
CCM
813
Crossvault Capital Management
Texas
$261K
MSFP
814
Mark Sheptoff Financial Planning
Connecticut
$257K +$15.5K +301 +6%
OMCS
815
Old Mutual Customised Solutions
South Africa
$255K -$56.5K -1,100 -17%
HIC
816
Holderness Investments Company
North Carolina
$255K
CT
817
Cambridge Trust
Massachusetts
$251K -$28.5K -555 -10%
MIM
818
Marco Investment Management
Georgia
$250K
TWA
819
TCI Wealth Advisors
Arizona
$249K
SWM
820
Segment Wealth Management
Texas
$247K +$1.18K +23 +0.5%
MA
821
Marshwinds Advisory
Georgia
$245K -$5.14K -100 -2%
BAM
822
Brave Asset Management
New Jersey
$245K
SCM
823
Salem Capital Management
Massachusetts
$245K
EMG
824
Ellington Management Group
Connecticut
$245K +$257K +5,000 New
LA
825
Lau Associates
Delaware
$242K