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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
901
Columbia Asset Management
Michigan
$4.66M -$886K -15,434 -16%
RIM
902
Regent Investment Management
Kentucky
$4.65M +$97.6K +1,700 +2%
BFIM
903
Beese Fulmer Investment Management
Ohio
$4.64M -$57.3K -998 -1%
HDIM
904
Hanson & Doremus Investment Management
Vermont
$4.63M -$251K -4,372 -5%
LSPW
905
Lake Street Private Wealth
Illinois
$4.61M +$161K +2,808 +4%
VAS
906
Vestmark Advisory Solutions
Massachusetts
$4.61M -$267K -4,655 -5%
OAM
907
Optimal Asset Management
California
$4.6M +$4.19K +73 +0.1%
MPAM
908
Murphy Pohlad Asset Management
Minnesota
$4.6M -$405K -7,050 -8%
BRM
909
Boston Research & Management
Massachusetts
$4.59M +$263K +4,585 +6%
LPT
910
Legacy Private Trust
Wisconsin
$4.59M -$210K -3,654 -4%
BMA
911
Brooks Moore & Associates
Tennessee
$4.58M +$455K +7,934 +11%
MKC
912
M. Kraus & Co
Vermont
$4.58M +$193K +3,362 +4%
SCM
913
Salem Capital Management
Massachusetts
$4.57M +$723K +12,600 +18%
IWM
914
IHT Wealth Management
Illinois
$4.51M +$224K +3,902 +5%
FFWA
915
FRG Family Wealth Advisors
Washington
$4.51M +$306K +5,331 +7%
MAFM
916
Mid Atlantic Financial Management
Pennsylvania
$4.51M -$128K -2,234 -3%
BEAM
917
Baker Ellis Asset Management
Washington
$4.49M +$160K +2,794 +4%
SP
918
Symmetry Partners
Connecticut
$4.48M
CT
919
Coastline Trust
Rhode Island
$4.48M +$351K +6,120 +8%
ET
920
Equitable Trust
Tennessee
$4.47M +$127K +2,218 +3%
CBTWT
921
Community Bank & Trust (Waco, Texas)
Texas
$4.47M +$251K +4,379 +6%
STB
922
S&T Bank
Pennsylvania
$4.46M +$564K +9,831 +14%
BHWA
923
Beacon Harbor Wealth Advisors
Virginia
$4.45M +$684K +11,919 +18%
BFG
924
Berger Financial Group
Minnesota
$4.45M +$189K +3,292 +4%
GW
925
GW & Wade
Massachusetts
$4.45M -$116K -2,029 -2%