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Name Holding Trade Value Shares
Change
Change in
Stake
SGC
701
Slocum, Gordon & Co
Rhode Island
$4.57M +$4.37M +116,064 New
LOAME
702
Lombard Odier Asset Management (Europe)
United Kingdom
$4.57M -$1.31M -34,675 -23%
GAMC
703
Garner Asset Management Corp
Texas
$4.57M -$8.4K -223 -0.2%
SW
704
SkyOak Wealth
Michigan
$4.56M +$108K +2,860 +3%
SBH
705
Segall Bryant & Hamill
Illinois
$4.55M -$382K -10,130 -8%
AA
706
Ancora Advisors
Ohio
$4.53M -$484K -12,848 -10%
GVAG
707
Great Valley Advisor Group
Delaware
$4.46M +$298K +7,913 +8%
ZCM
708
Ziegler Capital Management
Illinois
$4.46M -$258K -6,835 -6%
IA
709
IFG Advisory
Georgia
$4.45M +$28.3K +752 +0.7%
DAS
710
Dynamic Advisor Solutions
Arizona
$4.42M -$566K -15,028 -12%
BMCM
711
Bryn Mawr Capital Management
Pennsylvania
$4.41M +$4M +106,289 +1,856%
WC
712
Woodstock Corp
Massachusetts
$4.41M +$80.1K +2,125 +2%
SIAP
713
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.41M +$1.43M +38,072 +52%
MCM
714
Mengis Capital Management
Oregon
$4.41M -$2.1M -55,809 -33%
HW
715
Hancock Whitney
Mississippi
$4.4M -$584K -15,490 -12%
BFO
716
Boston Family Office
Massachusetts
$4.39M -$276K -7,331 -6%
WWM
717
Western Wealth Management
Colorado
$4.37M -$3.29M -87,434 -44%
MNBTD
718
Moody National Bank Trust Division
Texas
$4.35M +$298K +7,921 +8%
SCM
719
Shelton Capital Management
Colorado
$4.35M -$1.28M -34,095 -24%
EF
720
Empirical Finance
Pennsylvania
$4.34M +$335K +8,892 +9%
FTC
721
Farmers Trust Company
Ohio
$4.33M +$101K +2,677 +2%
VAS
722
Vestmark Advisory Solutions
Massachusetts
$4.32M -$87.9K -2,334 -2%
LOPW
723
Live Oak Private Wealth
North Carolina
$4.31M +$236K +6,260 +6%
CM
724
Churchill Management
California
$4.3M -$2.45M -64,949 -37%
LSPW
725
Lake Street Private Wealth
Illinois
$4.29M -$1.54M -40,756 -27%