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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1051
Essex Financial Services
Connecticut
$15.2M +$144K +1,952 +0.8%
CT
1052
Chicago Trust
Illinois
$15.2M +$6.35M +86,396 +57%
ST
1053
Spinnaker Trust
Maine
$15.2M -$538K -7,320 -3%
OIA
1054
Optimum Investment Advisors
Illinois
$15.1M -$750K -10,204 -4%
Koshinski Asset Management
1055
Koshinski Asset Management
Illinois
$15.1M -$309K -4,208 -2%
FFBTD
1056
First Financial Bank - Trust Division
Ohio
$15.1M +$716K +9,736 +4%
VWA
1057
V Wealth Advisors
Kansas
$15.1M +$3.35M +45,552 +24%
WP
1058
WealthSource Partners
California
$15M -$1.23M -16,684 -7%
WSCM
1059
Wellington Shields Capital Management
New York
$15M -$775K -10,544 -4%
TNA
1060
True North Advisors
Texas
$15M -$54.4K -740 -0.3%
MIP
1061
Marietta Investment Partners
Wisconsin
$15M +$2.62M +35,588 +18%
SC
1062
Sepio Capital
Utah
$15M -$1.27M -17,236 -7%
CP
1063
Cumberland Partners
Ontario, Canada
$15M -$1.12M -15,168 -6%
AC
1064
Abbrea Capital
California
$14.9M +$60.6K +824 +0.4%
WA
1065
WP Advisors
California
$14.9M -$434K -5,904 -2%
SGK
1066
Steigerwald Gordon & Koch
Virginia
$14.8M -$1.21M -16,424 -7%
IGGA
1067
Iron Gate Global Advisors
Utah
$14.8M +$17.1M +233,064 New
DWM
1068
Dakota Wealth Management
Florida
$14.8M -$955K -12,984 -5%
JMFC
1069
J.M. Forbes & Co
Massachusetts
$14.7M +$2.06M +28,036 +14%
SBL
1070
Sargent Bickham Lagudis
Colorado
$14.7M +$3.03M +41,232 +22%
DI
1071
DRH Investments
California
$14.7M -$1.09M -14,876 -6%
PJSIMP
1072
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.7M -$354K -4,808 -2%
TCOT
1073
Trust Company of Toledo
Ohio
$14.7M +$145K +1,972 +0.9%
TTWM
1074
TCV Trust & Wealth Management
Virginia
$14.5M -$1.19M -16,160 -7%
FHA
1075
Flagship Harbor Advisors
Massachusetts
$14.5M -$205K -2,784 -1%