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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1901
NorthCoast Asset Management
Connecticut
$3.27M +$3.2M +70,616 New
CCM
1902
Cribstone Capital Management
Maine
$3.27M -$95.8K -2,112 -3%
ACG
1903
Allen Capital Group
Nebraska
$3.27M +$185K +4,080 +6%
IAM
1904
Impala Asset Management
Florida
$3.26M +$32.5K +716 +1%
ST
1905
Sentinel Trust
Texas
$3.25M -$3.38M -74,628 -52%
DC
1906
DeDora Capital
California
$3.25M -$375K -8,276 -11%
CPA
1907
Clear Perspective Advisors
Illinois
$3.24M -$74.6K -1,644 -2%
HIM
1908
Herald Investment Management
United Kingdom
$3.23M
MWM
1909
Meridian Wealth Management
Kentucky
$3.22M -$403K -8,876 -11%
KFA
1910
Kays Financial Advisory
Georgia
$3.21M +$2.66M +58,604 +550%
BCI
1911
Brinker Capital Investments
Pennsylvania
$3.2M +$164K +3,612 +6%
CIP
1912
Capital Insight Partners
Arizona
$3.19M -$22.7K -500 -0.7%
HIM
1913
Harbour Investment Management
Washington
$3.19M -$62.6K -1,380 -2%
SMFS
1914
Squar Milner Financial Services
California
$3.17M -$12.7K -280 -0.4%
GFP
1915
Gryphon Financial Partners
Ohio
$3.17M -$15.1K -332 -0.5%
BFC
1916
Bedel Financial Consulting
Indiana
$3.15M -$109K -2,408 -3%
BFO
1917
Biltmore Family Office
North Carolina
$3.15M -$436K -9,608 -12%
FPA
1918
First Pacific Advisors
California
$3.15M
FAG
1919
Financial Advisory Group
Texas
$3.13M +$255K +5,612 +9%
CWM
1920
Chesapeake Wealth Management
Virginia
$3.12M -$240K -5,288 -7%
BCM
1921
Bienville Capital Management
New York
$3.12M +$27.2K +600 +0.9%
SC
1922
Searle & Co
Connecticut
$3.11M
CC
1923
Cornerstone Capital
California
$3.11M +$53.5K +1,180 +2%
PAM
1924
Paradigm Asset Management
New York
$3.09M
ADL
1925
Asset Dedication LLC
California
$3.09M +$241K +5,304 +9%