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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
951
Soviero Asset Management
New York
$2.72M +$2.76M +70,000 New
GC
952
Gould Capital
Washington
$2.71M +$393K +9,970 +17%
TCOT
953
Trust Company of Toledo
Ohio
$2.7M +$315K +7,996 +13%
BFM
954
Boston Financial Management
Massachusetts
$2.69M -$38.9K -987 -1%
SFM
955
Signet Financial Management
New Jersey
$2.69M +$227K +5,757 +9%
SCM
956
Spring Capital Management
Texas
$2.69M -$1.34K -34 -0%
FMWA
957
Forvis Mazars Wealth Advisors
Missouri
$2.66M +$519K +13,155 +24%
CIC
958
Canal Insurance Company
South Carolina
$2.65M
SBIA
959
Sheaff Brock Investment Advisors
Indiana
$2.64M +$2.6K +66 +0.1%
AP
960
Appleton Partners
Massachusetts
$2.63M +$18.1K +458 +0.7%
TC
961
Trilogy Capital
California
$2.62M +$485K +12,300 +22%
Jones Financial Companies
962
Jones Financial Companies
Missouri
$2.62M +$36.9K +935 +1%
CIP
963
Convergence Investment Partners
Florida
$2.61M +$34.2K +867 +1%
SFG
964
SevenBridge Financial Group
Pennsylvania
$2.61M +$39.4K +998 +2%
BB
965
Berkshire Bank
Massachusetts
$2.61M -$40.4K -1,025 -2%
KCFA
966
Key Client Fiduciary Advisors
New Jersey
$2.61M +$581K +14,745 +28%
SWS
967
SYSTM Wealth Solutions
Illinois
$2.6M +$145K +3,685 +6%
PR
968
Payden & Rygel
California
$2.59M -$288K -7,300 -10%
WAM
969
Weiss Asset Management
Massachusetts
$2.59M +$2.63M +66,700 New
BFIM
970
Beese Fulmer Investment Management
Ohio
$2.58M -$200K -5,068 -7%
AMIM
971
Aull & Monroe Investment Management
Alabama
$2.58M -$43.5K -1,104 -2%
4WM
972
44 Wealth Management
Oregon
$2.58M +$180K +4,572 +7%
SIC
973
Salem Investment Counselors
North Carolina
$2.58M +$349K +8,838 +15%
BC
974
Burney Company
Virginia
$2.57M +$43.4K +1,101 +2%
AWC
975
Abundance Wealth Counselors
Pennsylvania
$2.56M +$393K +9,963 +18%