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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1951
Peninsula Asset Management
Florida
$2.96M +$57.1K +1,260 +2%
LWM
1952
Lenox Wealth Management
Ohio
$2.96M -$130K -2,864 -4%
EM
1953
ELCO Management
New York
$2.94M +$132K +2,908 +5%
OIM
1954
Orca Investment Management
Oregon
$2.92M -$175K -3,868 -6%
WSC
1955
Wellington Shields & Co
New York
$2.91M -$71.8K -1,584 -2%
CWA
1956
Clarus Wealth Advisors
Arizona
$2.9M
ACM
1957
Ativo Capital Management
Illinois
$2.89M -$274K -6,040 -9%
FAM
1958
Foothills Asset Management
Arizona
$2.89M
CA
1959
Crewe Advisors
Utah
$2.89M +$53.7K +1,184 +2%
AWA
1960
AmeriServ Wealth Advisors
Pennsylvania
$2.88M +$19K +420 +0.7%
PGA
1961
Portland Global Advisors
Maine
$2.88M +$22.9K +504 +0.8%
SFG
1962
StrategIQ Financial Group
Indiana
$2.88M +$16.9K +372 +0.6%
SWA
1963
Sutton Wealth Advisors
Florida
$2.88M +$174K +3,840 +7%
ACM
1964
Avalon Capital Management
California
$2.88M -$33.2K -732 -1%
BC
1965
Burleson & Co
California
$2.87M +$231K +5,104 +9%
OA
1966
Opes Advisors
California
$2.86M +$2.19M +48,204 +356%
CAS
1967
Cue Advisory Services
Arizona
$2.85M +$102K +2,260 +4%
UBG
1968
United Bank (Georgia)
Georgia
$2.85M +$17.1K +376 +0.6%
MM
1969
Meridian Management
Arkansas
$2.85M -$1.9M -41,800 -40%
QCMC
1970
Quantum Capital Management (California)
California
$2.85M -$37.7K -832 -1%
KHLMTHM
1971
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.84M
HFA
1972
Huber Financial Advisors
Illinois
$2.84M -$25K -552 -0.9%
PHAM
1973
Palisades Hudson Asset Management
Florida
$2.84M
BCM
1974
Basswood Capital Management
New York
$2.83M
HHGA
1975
Halbert Hargrove Global Advisors
California
$2.82M -$33.2K -732 -1%