Vault-13

BOSTON OMAHA CORP BOC

CL A COM STK · Common Stock · CUSIP 101044105

115 institutional holders +1 vs Q1 2023
19,032,49319.0m shares reported held*
62.9% of all shares outstanding*
$358.2mreported value*
16 new 52 added 15 reduced 16 sold out net sold ≈ $4.1m (-219.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 30.2m as of 2023-08-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $18.82. Options: 3 managers hold calls ($209.9k notional), 4 hold puts ($403.7k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 102Q4 22: 106Q1 23: 114Q2 23: 115115Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022102
Q4 2022106
Q1 2023114
Q2 2023115

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 52 bought or addedQ4 22: 30 cut or sold outQ4 22Q1 23: 54 bought or addedQ1 23: 31 cut or sold outQ1 23Q2 23: 68 bought or addedQ2 23: 31 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20225230
Q1 20235431
Q2 20236831

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 22 calls: $34.0kQ3 22 puts: $4.0kQ3 22P/C 0.12Q4 22 calls: $182.7kQ4 22 puts: $280.9kQ4 22P/C 1.54Q1 23 calls: $92.0kQ1 23 puts: $615.2kQ1 23P/C 6.69Q2 23 calls: $209.9kQ2 23 puts: $403.7kQ2 23P/C 1.92
Numbers
QuarterCallsPutsP/C
Q3 2022$34.0k$4.0k0.12
Q4 2022$182.7k$280.9k1.54
Q1 2023$92.0k$615.2k6.69
Q2 2023$209.9k$403.7k1.92

Biggest buyers

GREENWOOD GEARHART LLC Added +231,397+231.4k
Ironvine Capital Partners, LLC Added +197,038+197.0k
DIMENSIONAL FUND ADVISORS LP Added +132,407+132.4k
RENAISSANCE TECHNOLOGIES LLC Added +91,100+91.1k
MILLENNIUM MANAGEMENT LLC Added +88,735+88.7k
Nuveen Asset Management, LLC Added +71,642+71.6k
BlackRock Inc. Added +64,167+64.2k
TWO SIGMA ADVISERS, LP New +55,600+55.6k
Fenimore Asset Management Inc Added +52,300+52.3k
George Kaiser Family Foundation Added +49,796+49.8k

Biggest sellers

T. Rowe Price Investment Management, Inc. Reduced -1,363,095-1.4m
MASSACHUSETTS INSTITUTE OF TECHNOLOGY Reduced -158,013-158.0k
Advisory Services Network, LLC Sold out -43,781-43.8k
Allianz Asset Management GmbH Reduced -41,406-41.4k
Campbell & CO Investment Adviser LLC Sold out -36,455-36.5k
ArrowMark Colorado Holdings LLC Reduced -31,769-31.8k
GOLDMAN SACHS GROUP INC Reduced -22,764-22.8k
Roundview Capital LLC Sold out -14,389-14.4k
GSA CAPITAL PARTNERS LLP Sold out -10,041-10.0k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Sold out -8,600-8.6k

Biggest calls

CITADEL ADVISORS LLC Added $176.9k9.4k shares
SIMPLEX TRADING, LLC Added $33.0k1.8k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $254.1k13.5k shares
CITADEL ADVISORS LLC Reduced $148.7k7.9k shares
SIMPLEX TRADING, LLC Reduced $1.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MAGNOLIA CAPITAL FUND, LP 13D · may seek influence +1.1 pts · filed 2026-09-15
Stated purposeThe purpose of the acquisition of the Common Stock is for investment, and the acquisitions of the Common Stock were made in the ordinary course of business. All purchases of the Common Stock were based on the belief that such securities, when purchased, were undervalued and represented an attractive investment opportunity. Given the Reporting Persons' ownership percentage of, and Mr. Peterson's role with, the Issuer, the Reporting Persons holding of the Common Stock may have the purpose or effect of controlling the Issuer. Although Reporting Persons have no specific plan or proposal to acquire additional Common Stock or dispose of Common Stock, Reporting Persons at any time and from time to time may acquire additional Common Stock or dispose of any or all of its Common Stock depending u… Full filing
22.6% +1.1 pts 6.8m≈ $92.2m 2026-09-15
MASSACHUSETTS INSTITUTE OF TECHNOLOGY 13G · passive investor -2.7 pts · filed 2026-01-20 5.2% -2.7 pts 1.6m≈ $21.9m 2026-01-20
BlackRock, Inc. 13G · institution +0.2 pts · filed 2026-04-27 5.1% +0.2 pts 1.5m≈ $20.8m 2026-04-27

Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (4.8%, 2026-07-14)

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 2 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 1 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 3 buyingQ2 23: 1 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20222$126.9k0——
Q3 20220—1$517.7k—
Q4 20220—0——
Q1 20230—0——
Q2 20233$262.7k1$229.0k—
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-05 Rozek Alexander Buffett +3 Co-CEO, Co-President, director Sold 11,600 $19.74 $229.0k11.6k shares -1%
2023-05-31 Weisenburger Joshua Paul Chief Financial Officer Bought 700 $18.99 $13.3k700 shares +5%
2023-05-16 Royal Jeffrey C Director Bought 10,000 $19.23 $192.3k10.0k shares +90%
2023-05-16 Keating Brendan Joseph Co-Managing Part BOA Mgmt, LLC, director · See Footnote 2 Bought 2,972 $19.21 $57.1k3.0k shares +6%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MAGNOLIA GROUP, LLC 15.52% of their portfolio OMAHA, NE 5,682,4295.7m $106.9m $106.9m 15.52% Unchanged
2 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 6.87% of their portfolio CAMBRIDGE, MA 2,444,4732.4m $46.0m $46.0m 6.87% Reduced -158.0k -158,013
3 BlackRock Inc. 0.00% of their portfolio New York, NY 1,549,9631.5m $29.2m $29.2m 0.00% Added +64.2k +64,167
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,176,6361.2m $22.1m $22.1m 0.00% Added +23.1k +23,139
5 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,095,2641.1m $20.6m $20.6m 0.01% Added +132.4k +132,407
6 T. Rowe Price Investment Management, Inc. 0.01% of their portfolio BALTIMORE, MD 1,004,3451.0m $18.9m $18.9m 0.01% Reduced -1.4m -1,363,095
7 Fenimore Asset Management Inc 0.28% of their portfolio Cobleskill, NY 595,479595.5k $11.2m $11.2m 0.28% Added +52.3k +52,300
8 GREENWOOD GEARHART LLC 1.21% of their portfolio FAYETTEVILLE, AR 553,373553.4k $10.4m $10.4m 1.21% Added +231.4k +231,397
9 LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 2.06% of their portfolio OMAHA, NE 456,717456.7k $8.6m $8.6m 2.06% Reduced -688 -688
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 437,987438.0k $8.2m $8.2m 0.00% Added +28.1k +28,094
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 428,900428.9k $8.1m $8.1m 0.00% Added +12.0k +12,033
12 Ironvine Capital Partners, LLC 0.96% of their portfolio OMAHA, NE 419,730419.7k $7.9m $7.9m 0.96% Added +197.0k +197,038
13 ArrowMark Colorado Holdings LLC 0.07% of their portfolio Denver, CO 323,983324.0k $6.1m $6.1m 0.07% Reduced -31.8k -31,769
14 George Kaiser Family Foundation 0.75% of their portfolio TULSA, OK 236,852236.9k $4.5m $4.5m 0.75% Added +49.8k +49,796
15 Elgethun Capital Management 1.20% of their portfolio SIOUX FALLS, SD 211,138211.1k $4.0m $4.0m 1.20% Added +2.0k +1,960
16 Abacus Planning Group, Inc. 0.95% of their portfolio COLUMBIA, SC 208,692208.7k $3.9m $3.9m 0.95% Added +35.9k +35,946
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 200,704200.7k $3.8m $3.8m 0.00% Added +14.7k +14,654
18 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 182,300182.3k $3.4m $3.4m 0.00% Added +91.1k +91,100
19 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 167,599167.6k $3.2m $3.2m 0.00% Added +88.7k +88,735
20 SANTA MONICA PARTNERS LP 2.05% of their portfolio PALM BEACH GARDENS, FL 134,155134.2k $2.5m $2.5m 2.05% Unchanged
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 127,047127.0k $2.4m $2.4m 0.00% Added +31.9k +31,920
22 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 115,203115.2k $2.2m $2.2m 0.00% Added +71.6k +71,642
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 74,63774.6k $1.4m $1.4m 0.00% Added +2.5k +2,528
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 67,23867.2k $1.3m $1.3m 0.00% Reduced -22.8k -22,764
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 66,37866.4k $1.2m $1.2m 0.00% Reduced -8.1k -8,050
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 61,99762.0k $1.2m $1.2m 0.00% Added +4.0k +3,973
27 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 60,09860.1k $1.1m $1.1m 0.00% Added +47.0k +46,958
28 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 55,60055.6k $1.0m $1.0m 0.00% New
29 Swiss National Bank 0.00% of their portfolio ZURICH, V8 51,86351.9k $976.1k $976.1k 0.00% Added +8.6k +8,600
30 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 50,02150.0k $941.4k $941.4k 0.00% Added +10.4k +10,370
31 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 48,28248.3k $908.7k $908.7k 0.00% New
32 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 46,37546.4k $872.8k $872.8k 0.00% Added +28.4k +28,383
33 BOKF, NA 0.02% of their portfolio TULSA, OK 43,22643.2k $813.5k $813.5k 0.02% Unchanged
34 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 37,79337.8k $711.3k $711.3k 0.00% Added +3.4k +3,377
35 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 28,62928.6k $538.8k $538.8k 0.00% Added +2.9k +2,876
36 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 28,19628.2k $530.6k $530.6k 0.01% New
37 INSIGNEO ADVISORY SERVICES, LLC 0.09% of their portfolio MIAMI, FL 26,11126.1k $491.4k $491.4k 0.09% Added +17.4k +17,414
38 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 25,93725.9k $488.0k $488.0k 0.00% Added +581 +581
39 Engineers Gate Manager LP 0.02% of their portfolio NEW YORK, NY 25,80825.8k $485.7k $485.7k 0.02% New
40 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 25,46725.5k $479.3k $479.3k 0.00% Reduced -2.8k -2,770
41 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 21,55121.6k $405.6k $405.6k 0.00% Reduced -160 -160
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 21,46821.5k $404.0k $404.0k 0.00% Added +10.9k +10,863
43 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 20,78420.8k $391.2k $391.2k 0.00% Added +3.2k +3,243
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,61920.6k $388.1k $388.1k 0.00% Added +4.7k +4,687
45 FOUNDERS CAPITAL MANAGEMENT, LLC 0.08% of their portfolio Hartford, CT 20,20520.2k $380.3k $380.3k 0.08% Added +6.8k +6,850
46 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 19,95920.0k $375.6k $375.6k 0.00% Reduced -41.4k -41,406
47 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 19,51419.5k $367.3k $367.3k 0.00% Added +1.8k +1,808
48 OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio FORT LAUDERDALE, FL 19,10019.1k $359.5k $359.5k 0.04% Added +1.9k +1,912
49 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 18,63118.6k $351.0k $351.0k 0.00% Added +1.1k +1,108
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,23118.2k $343.1k $343.1k 0.00% Added +760 +760
51 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 15,65415.7k $294.6k $294.6k 0.01% Added +2.6k +2,628
52 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 15,53015.5k $292.3k $292.3k 0.00% Added +1.6k +1,630
53 Legal & General Group Plc 0.00% of their portfolio London, X0 14,54214.5k $273.7k $273.7k 0.00% Added +6.6k +6,646
54 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 14,10414.1k $265.3k $265.3k 0.01% New
55 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 11,94111.9k $224.7k $224.7k 0.00% Unchanged
56 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 11,69911.7k $220.2k $220.2k 0.00% New
57 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,46611.5k $215.0k $215.0k 0.00% Added +595 +595
58 Lokken Investment Group LLC 0.14% of their portfolio LEWES, DE 11,42311.4k $215.0k $215.0k 0.14% New
59 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 11,33011.3k $213.2k $213.2k 0.00% Reduced -4.7k -4,711
60 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 11,11611.1k $209.2k $209.2k 0.00% Added +551 +551
61 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 10,80010.8k $203.3k $203.3k 0.00% New
62 Graham Capital Management, L.P. 0.01% of their portfolio ROWAYTON, CT 10,52810.5k $198.1k $198.1k 0.01% New
63 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 10,14510.1k $190.9k $190.9k 0.00% New
64 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,9459.9k $187.9k $187.9k 0.00% Added +189 +189
65 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 9,8749.9k $185.8k $185.8k 0.00% Reduced -2.2k -2,223
66 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 9,1249.1k $171.7k $171.7k 0.00% Reduced -4.6k -4,612
67 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7,8327.8k $172.1k $172.1k 0.00% Added +5.4k +5,416
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,4917.5k $141.0k $141.0k 0.00% Added +7.0k +6,987
69 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 7,1877.2k $135.0k $135.0k 0.00% Added +2.2k +2,226
70 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 6,2086.2k $116.8k $116.8k 0.00% Added +1.1k +1,107
71 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 5,3225.3k $100.2k $100.2k 0.00% Added +4.8k +4,776
72 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 4,7204.7k $88.8k $88.8k 0.01% Added +1.1k +1,129
73 Point72 Middle East FZE 0.00% of their portfolio DUBAI, C0 3,4103.4k $64.2k $64.2k 0.00% New
74 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,3813.4k $64.0k $64.0k 0.00% Added +1.3k +1,310
75 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 2,4052.4k $45.0k $45.0k 0.00% Added +16 +16
76 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 2,2252.2k $41.9k $41.9k 0.00% Unchanged
77 Aquatic Capital Management LLC 0.00% of their portfolio CHICAGO, IL 2,1002.1k $40.0k $40.0k 0.00% Reduced -700 -700
78 EVERMAY WEALTH MANAGEMENT LLC 0.01% of their portfolio ARLINGTON, VA 1,8331.8k $34.5k $34.5k 0.01% Added +1.0k +1,000
79 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,6931.7k $31.9k $31.9k 0.00% Unchanged
80 Metropolitan Life Insurance Co/NY 0.00% of their portfolio New York, NY 1,3541.4k $25.5k $25.5k 0.00% Unchanged
81 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 1,2321.2k $23.0k $23.0k 0.00% Unchanged
82 Blume Capital Management, Inc. 0.01% of their portfolio BERKELEY, CA 925925 $17.4k $17.4k 0.01% Unchanged
83 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 668668 $12.6k $12.6k 0.00% New
84 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 545545 $10.0k $10.0k 0.00% New
85 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 501501 $9.4k $9.4k 0.00% Unchanged
86 Ridgewood Investments LLC 0.01% of their portfolio SPRINGFIELD, NJ 500500 $9.4k $9.4k 0.01% New
87 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 450450 $8.5k $8.5k 0.00% Unchanged
88 CWM, LLC 0.00% of their portfolio OMAHA, NE 448448 $8.0k $8.0k 0.00% Added +48 +48
89 Rise Advisors, LLC 0.01% of their portfolio ROCHESTER, NY 439439 $8.3k $8.3k 0.01% Unchanged
90 SITTNER & NELSON, LLC 0.00% of their portfolio EUGENE, OR 433433 $8.1k $8.1k 0.00% New
91 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 338338 $6.4k $6.4k 0.00% Unchanged
92 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 300300 $5.6k $5.6k 0.00% New
93 Level Financial Advisors 0.00% of their portfolio EAST AMHERST, NY 300300 $5.6k $5.6k 0.00% Unchanged
94 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 254254 $4.8k $4.8k 0.00% Unchanged
95 FMR LLC 0.00% of their portfolio BOSTON, MA 253253 $4.8k $4.8k 0.00% Reduced -5.0k -5,011
96 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 243243 $4.0k $4.0k 0.00% Unchanged
97 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 200200 $3.8k $3.8k 0.00% Unchanged
98 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 140140 $2.6k $2.6k 0.00% Unchanged
99 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 140140 $2.6k $2.6k 0.00% Unchanged
100 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 125125 $2.4k $2.4k 0.00% Not comparable