Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1001
Cox Capital Management
Massachusetts
$3.46M -$1.1M -8,631 -24%
TS
1002
Triglav Skladi
Slovenia
$3.46M -$318K -2,500 -8%
CI
1003
CX Institutional
Indiana
$3.45M -$225K -1,766 -6%
GIA
1004
Guyasuta Investment Advisors
Pennsylvania
$3.44M +$637K +5,002 +22%
GH
1005
GAM Holding
Switzerland
$3.44M +$3.05M +23,970 +691%
SHFA
1006
SS&H Financial Advisors
Michigan
$3.44M – – –
SFS
1007
Stiles Financial Services
Minnesota
$3.43M -$106K -835 -3%
HCM
1008
Hall Capital Management
Rhode Island
$3.43M -$8.54K -67 -0.2%
TG
1009
TCW Group
California
$3.43M +$3.49M +27,360 New
CAM
1010
Cypress Asset Management
Texas
$3.42M -$21.4K -168 -0.6%
VIM
1011
VELA Investment Management
Ohio
$3.41M -$83.3K -654 -2%
CSUI
1012
Cincinnati Specialty Underwriters Insurance
Ohio
$3.41M – – –
MYIA
1013
Mount Yale Investment Advisors
Colorado
$3.41M +$835K +6,558 +32%
PAM
1014
Peninsula Asset Management
Florida
$3.4M -$131K -1,025 -4%
WTA
1015
Washington Trust Advisors
Massachusetts
$3.39M -$1.27K -10 -0%
CBA
1016
Coastal Bridge Advisors
Connecticut
$3.38M +$83.7K +657 +2%
HAC
1017
Harbor Advisory Corp
New Hampshire
$3.37M -$251K -1,970 -7%
WAM
1018
Wolverine Asset Management
Illinois
$3.36M +$1.61M +12,660 +89%
GBT
1019
Grove Bank & Trust
Florida
$3.36M -$851K -6,678 -20%
FFA
1020
Frazier Financial Advisors
Ohio
$3.35M -$74.8K -587 -2%
BCP
1021
Blackhawk Capital Partners
Wisconsin
$3.35M -$73K -573 -2%
HIA
1022
Harbor Investment Advisory
Maryland
$3.31M +$37.7K +296 +1%
JF
1023
Jump Financial
Illinois
$3.3M +$430K +3,376 +15%
OCA
1024
OpenArc Corporate Advisory
Georgia
$3.3M +$3.35M +26,331 New
CWM
1025
Compass Wealth Management
Connecticut
$3.29M -$115K -900 -3%