Vault-13

BOSTON OMAHA CORP BOC

CL A COM STK · Common Stock · CUSIP 101044105

124 institutional holders -10 vs Q1 2024
19,575,91919.6m shares reported held*
$263.5mreported value*
18 new 43 added 28 reduced 30 sold out net bought ≈ $6.3m (+470.8k 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 ($203.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.46. Options: 4 managers hold calls ($43.1k notional), 3 hold puts ($124.6k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 102Q4 22: 106Q1 23: 114Q2 23: 115Q3 23: 120Q4 23: 136Q1 24: 134Q2 24: 124124Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022102
Q4 2022106
Q1 2023114
Q2 2023115
Q3 2023120
Q4 2023136
Q1 2024134
Q2 2024124

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 outQ2 23: 68 bought or addedQ2 23: 31 cut or sold outQ2 23Q3 23: 56 bought or addedQ3 23: 43 cut or sold outQ4 23: 63 bought or addedQ4 23: 47 cut or sold outQ4 23Q1 24: 55 bought or addedQ1 24: 58 cut or sold outQ2 24: 61 bought or addedQ2 24: 58 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225230
Q1 20235431
Q2 20236831
Q3 20235643
Q4 20236347
Q1 20245558
Q2 20246158

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 23 calls: $140.7kQ3 23 puts: $344.2kQ3 23P/C 2.45Q4 23 calls: $437.3kQ4 23 puts: $88.1kQ4 23P/C 0.20Q1 24 calls: $319.9kQ1 24 puts: $129.4kQ1 24P/C 0.40Q2 24 calls: $43.1kQ2 24 puts: $124.6kQ2 24P/C 2.89
Numbers
QuarterCallsPutsP/C
Q3 2023$140.7k$344.2k2.45
Q4 2023$437.3k$88.1k0.20
Q1 2024$319.9k$129.4k0.40
Q2 2024$43.1k$124.6k2.89

Biggest buyers

PRIVATE MANAGEMENT GROUP INC Added +505,695+505.7k
VANGUARD GROUP INC Added +440,390+440.4k
RENAISSANCE TECHNOLOGIES LLC Added +148,600+148.6k
DIMENSIONAL FUND ADVISORS LP Added +105,152+105.2k
GOLDMAN SACHS GROUP INC Added +102,890+102.9k
TUDOR INVESTMENT CORP ET AL New +73,264+73.3k
Ironvine Capital Partners, LLC Added +59,245+59.2k
JPMORGAN CHASE & CO Added +56,720+56.7k
D. E. Shaw & Co., Inc. Added +40,520+40.5k
JANE STREET GROUP, LLC Added +39,994+40.0k

Biggest sellers

T. Rowe Price Investment Management, Inc. Sold out -521,914-521.9k
MORGAN STANLEY Reduced -224,745-224.7k
MARSHALL WACE, LLP Sold out -85,445-85.4k
CITADEL ADVISORS LLC Reduced -83,975-84.0k
Nuveen Asset Management, LLC Reduced -71,470-71.5k
Annandale Capital, LLC Sold out -50,199-50.2k
FOUNDERS CAPITAL MANAGEMENT, LLC Sold out -34,049-34.0k
Engineers Gate Manager LP Sold out -32,433-32.4k
GSA CAPITAL PARTNERS LLP Sold out -28,166-28.2k
Squarepoint Ops LLC Sold out -25,566-25.6k

Biggest calls

SIMPLEX TRADING, LLC Added $22.0k1.7k shares
CITADEL ADVISORS LLC Reduced $18.8k1.4k shares
Alpha Cubed Investments, LLC New $2.2k10.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $68.6k5.1k shares
SIMPLEX TRADING, LLC Added $56.0k4.2k 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 2024

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
10010Q3 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 23Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 2 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 7 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—1$517.7k—
Q4 20220—0——
Q1 20230—0——
Q2 20233$262.7k1$229.0k—
Q3 20231$15.0k0——
Q4 20232$180.4k0——
Q1 20240—0——
Q2 20247$3.4m0——
DateInsiderTradeSharesPrice ValueTheir holding
2024-06-14 Peterson Adam K +2 Chief Executive Officer, director Bought 8,972 $13.84 $124.2k9.0k shares +<1%
2024-06-14 Meisinger Joseph Max Chief Accounting Officer Bought 1,445 $13.87 $20.0k1.4k shares +13%
2024-06-13 Peterson Adam K +2 Chief Executive Officer, director Bought 4,552 $13.90 $63.3k4.6k shares +<1%
2024-06-11 Kenan Frank H. II Director · See footnote Bought 30,000 $14.03 $420.9k30.0k shares +18%
2024-06-07 Peterson Adam K +2 Chief Executive Officer, director Bought 7,500 $13.97 $104.8k7.5k shares +<1%
2024-06-07 Weisenburger Joshua Paul Chief Financial Officer Bought 1,270 $13.85 $17.6k1.3k shares +6%
2024-06-06 Peterson Adam K +2 Chief Executive Officer, director Bought 17,600 $13.88 $244.3k17.6k shares +<1%
2024-06-06 Royal Jeffrey C Director Bought 10,000 $13.95 $139.5k10.0k shares +30%
2024-06-06 Briner Bradford B Director · See footnote Bought 10,000 $13.80 $138.0k10.0k shares +50%
2024-06-05 Peterson Adam K +2 Chief Executive Officer, director Bought 25,300 $14.37 $363.6k25.3k shares +<1%
2024-05-22 Kenan Frank H. II Director · See footnote Bought 109,528 $14.32 $1.6m109.5k shares +188%
2024-05-22 Briner Bradford B Director Bought 10,000 $13.74 $137.4k10.0k shares +364%
2024-05-22 Srinivasan Vishnu Director Bought 3,000 $13.47 $40.4k3.0k shares +31%

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MAGNOLIA GROUP, LLC 11.42% of their portfolio OMAHA, NE 5,589,2535.6m $75.2m $75.2m 11.42% Unchanged
2 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 5.15% of their portfolio CAMBRIDGE, MA 2,444,4732.4m $32.9m $32.9m 5.15% Unchanged
3 BlackRock Inc. 0.00% of their portfolio New York, NY 1,733,9271.7m $23.3m $23.3m 0.00% Added +28.8k +28,754
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,397,5261.4m $18.8m $18.8m 0.00% Added +440.4k +440,390
5 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,249,7461.2m $16.8m $16.8m 0.00% Added +105.2k +105,152
6 Fenimore Asset Management Inc 0.28% of their portfolio Cobleskill, NY 938,920938.9k $12.6m $12.6m 0.28% Added +7.8k +7,760
7 PRIVATE MANAGEMENT GROUP INC 0.36% of their portfolio IRVINE, CA 693,746693.7k $9.3m $9.3m 0.36% Added +505.7k +505,695
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 512,095512.1k $6.9m $6.9m 0.00% Added +19.1k +19,102
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 483,119483.1k $6.5m $6.5m 0.00% Added +5.8k +5,829
10 Ironvine Capital Partners, LLC 0.71% of their portfolio OMAHA, NE 479,912479.9k $6.5m $6.5m 0.71% Added +59.2k +59,245
11 LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 1.24% of their portfolio OMAHA, NE 478,492478.5k $6.4m $6.4m 1.24% Added +12.4k +12,401
12 Elgethun Capital Management 1.49% of their portfolio SIOUX FALLS, SD 437,876437.9k $5.9m $5.9m 1.49% Reduced -6.9k -6,940
13 ArrowMark Colorado Holdings LLC 0.04% of their portfolio Denver, CO 265,332265.3k $3.6m $3.6m 0.04% Unchanged
14 Abacus Planning Group, Inc. 0.54% of their portfolio COLUMBIA, SC 208,692208.7k $2.8m $2.8m 0.54% Unchanged
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 196,342196.3k $2.6m $2.6m 0.00% Reduced -7.3k -7,273
16 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 193,100193.1k $2.6m $2.6m 0.00% Added +148.6k +148,600
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 155,720155.7k $2.1m $2.1m 0.00% Added +102.9k +102,890
18 George Kaiser Family Foundation 0.34% of their portfolio TULSA, OK 140,932140.9k $1.9m $1.9m 0.34% Unchanged
19 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 137,895137.9k $1.9m $1.9m 0.00% Reduced -84.0k -83,975
20 SANTA MONICA PARTNERS LP 1.21% of their portfolio PALM BEACH GARDENS, FL 134,155134.2k $1.8m $1.8m 1.21% Unchanged
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 112,898112.9k $1.5m $1.5m 0.00% Added +56.7k +56,720
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 107,175107.2k $1.4m $1.4m 0.00% Reduced -224.7k -224,745
23 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 88,25488.3k $1.2m $1.2m 0.00% Reduced -71.5k -71,470
24 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 83,02083.0k $1.1m $1.1m 0.00% Added +10.8k +10,828
25 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 73,26473.3k $986.1k $986.1k 0.01% New
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 67,89567.9k $913.9k $913.9k 0.00% Added +6.0k +6,011
27 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 55,91355.9k $752.6k $752.6k 0.00% Added +40.5k +40,520
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 52,56852.6k $707.6k $707.6k 0.00% Added +40.0k +39,994
29 Alpha Cubed Investments, LLC 0.03% of their portfolio COSTA MESA, CA 52,30252.3k $704.0k $704.0k 0.03% Added +19.4k +19,375
30 Swiss National Bank 0.00% of their portfolio ZURICH, V8 47,76347.8k $642.9k $642.9k 0.00% Unchanged
31 EntryPoint Capital, LLC 0.29% of their portfolio NEW YORK, NY 46,93046.9k $631.7k $631.7k 0.29% Added +31.9k +31,919
32 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 46,91546.9k $631.5k $631.5k 0.00% Added +28.9k +28,882
33 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 43,91143.9k $591.0k $591.0k 0.00% Added +6.7k +6,661
34 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 39,90839.9k $537.2k $537.2k 0.00% Added +1.8k +1,822
35 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 34,60134.6k $466.0k $466.0k 0.01% Added +10.4k +10,372
36 Legal & General Group Plc 0.00% of their portfolio London, X0 34,59634.6k $465.7k $465.7k 0.00% Added +21.3k +21,262
37 Nebula Research & Development LLC 0.08% of their portfolio New York, NY 34,59034.6k $465.6k $465.6k 0.08% Added +15.4k +15,417
38 Lokken Investment Group LLC 0.19% of their portfolio LEWES, DE 29,92329.9k $402.8k $402.8k 0.19% Unchanged
39 PECAUT & CO. 0.15% of their portfolio SIOUX CITY, IA 29,90029.9k $402.5k $402.5k 0.15% Added +5.0k +5,000
40 OCCUDO QUANTITATIVE STRATEGIES LP 0.07% of their portfolio FORT LAUDERDALE, FL 29,74729.7k $400.4k $400.4k 0.07% Added +10.8k +10,765
41 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 29,52329.5k $397.4k $397.4k 0.01% Added +15.3k +15,309
42 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 28,49128.5k $383.5k $383.5k 0.00% Added +2.0k +1,995
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,16528.2k $379.1k $379.1k 0.00% Reduced -1.5k -1,546
44 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 27,32727.3k $367.8k $367.8k 0.00% Added +4.6k +4,599
45 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 27,29527.3k $367.4k $367.4k 0.01% Reduced -9.3k -9,279
46 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 25,80025.8k $347.3k $347.3k 0.00% Reduced -15.3k -15,300
47 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 23,65423.7k $318.4k $318.4k 0.00% Reduced -436 -436
48 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 22,57022.6k $302.0k $302.0k 0.03% Reduced -230 -230
49 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 21,77021.8k $293.0k $293.0k 0.00% Added +6.9k +6,910
50 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 21,44921.4k $289.0k $289.0k 0.00% Added +925 +925
51 BOKF, NA 0.00% of their portfolio TULSA, OK 20,00020.0k $269.2k $269.2k 0.00% Unchanged
52 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 19,59019.6k $263.7k $263.7k 0.00% Added +7.4k +7,441
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 15,63915.6k $210.5k $210.5k 0.00% Reduced -4.8k -4,762
54 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 15,41215.4k $207.4k $207.4k 0.00% Reduced -507 -507
55 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 15,19815.2k $204.6k $204.6k 0.00% Reduced -11.8k -11,810
56 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 15,15015.2k $203.9k $203.9k 0.00% New
57 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 15,02315.0k $202.2k $202.2k 0.00% Reduced -2.2k -2,175
58 SHERBROOKE PARK ADVISERS LLC 0.03% of their portfolio WHITE PLAINS, NY 14,77814.8k $198.9k $198.9k 0.03% New
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 14,44914.4k $194.5k $194.5k 0.00% Reduced -15.7k -15,702
60 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 13,61513.6k $183.3k $183.3k 0.00% Reduced -350 -350
61 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 13,29513.3k $179.0k $179.0k 0.00% Added +1.4k +1,354
62 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 13,25813.3k $178.5k $178.5k 0.00% First filing
63 Cornerstone Investment Partners, LLC 0.01% of their portfolio ATLANTA, GA 12,04512.0k $162.1k $162.1k 0.01% New
64 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 11,38911.4k $153.3k $153.3k 0.00% First filing
65 Compass Ion Advisors, LLC 0.02% of their portfolio CONSHOHOCKEN, PA 11,14311.1k $172.3k $172.3k 0.02% Unchanged
66 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,79510.8k $144.0k $144.0k 0.00% Reduced -14 -14
67 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.00% of their portfolio BALA CYNWYD, PA 10,49410.5k $141.2k $141.2k 0.00% New
68 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 10,34210.3k $139.2k $139.2k 0.00% New
69 ORG Partners LLC 0.02% of their portfolio ROANOKE, IN 10,00010.0k $129.7k $129.7k 0.02% New
70 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 9,1439.1k $123.1k $123.1k 0.00% Added +11 +11
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,4038.4k $113.0k $113.0k 0.00% Reduced -3.3k -3,348
72 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8,3678.4k $112.6k $112.6k 0.00% Reduced -3.2k -3,168
73 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 8,2188.2k $110.6k $110.6k 0.01% New
74 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,4696.5k $87.1k $87.1k 0.00% Reduced -1.2k -1,196
75 BFSG, LLC 0.01% of their portfolio IRVINE, CA 5,7055.7k $76.8k $76.8k 0.01% Added +2.6k +2,615
76 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 5,5405.5k $74.6k $74.6k 0.00% Added +1.2k +1,160
77 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,3215.3k $71.6k $71.6k 0.00% Reduced -2.0k -2,000
78 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 5,1015.1k $68.7k $68.7k 0.00% Unchanged
79 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,9704.0k $53.4k $53.4k 0.00% Added +725 +725
80 Security National Bank 0.01% of their portfolio OMAHA, NE 2,8002.8k $37.7k $37.7k 0.01% Unchanged
81 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,2782.3k $30.7k $30.7k 0.00% Unchanged
82 nVerses Capital, LLC 0.01% of their portfolio WELLINGTON, FL 1,8001.8k $24.2k $24.2k 0.01% New
83 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,6401.6k $22.1k $22.1k 0.00% Added +1.4k +1,437
84 Covestor Ltd 0.01% of their portfolio LONDON, X0 1,4771.5k $20.0k $20.0k 0.01% New
85 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 1,3411.3k $18.0k $18.0k 0.00% Reduced -1.6k -1,644
86 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 1,2321.2k $17.0k $17.0k 0.00% Unchanged
87 Balefire, LLC 0.01% of their portfolio DALLAS, TX 1,0771.1k $14.5k $14.5k 0.01% Added +446 +446
88 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 839839 $11.3k $11.3k 0.00% Reduced -604 -604
89 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 798798 $11.0k $11.0k 0.00% Unchanged
90 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 750750 $10.1k $10.1k 0.00% New
91 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 710710 $9.6k $9.6k 0.00% Reduced -5 -5
92 Ridgewood Investments LLC 0.00% of their portfolio SPRINGFIELD, NJ 700700 $9.4k $9.4k 0.00% New
93 Cove Street Capital, LLC 0.01% of their portfolio El Segundo, CA 636636 $9.0k $9.0k 0.01% New
94 Blume Capital Management, Inc. 0.00% of their portfolio BERKELEY, CA 625625 $8.4k $8.4k 0.00% Unchanged
95 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 600600 $8.1k $8.1k 0.00% Added +570 +570
96 FMR LLC 0.00% of their portfolio BOSTON, MA 526526 $7.1k $7.1k 0.00% Reduced -1.3k -1,346
97 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 515515 $6.6k $6.6k 0.00% Unchanged
98 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 501501 $6.7k $6.7k 0.00% Reduced -35 -35
99 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 450450 $6.1k $6.1k 0.00% Unchanged
100 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 338338 $4.5k $4.5k 0.00% Unchanged