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Name Holding Trade Value Shares
Change
Change in
Stake
NICM
1201
Neo Ivy Capital Management
New York
$1.66M +$1.67M +18,276 New
HIA
1202
Harvest Investment Advisors
Florida
$1.66M +$163K +1,790 +11%
SCA
1203
Stonebridge Capital Advisors
Minnesota
$1.65M -$4.2K -46 -0.3%
BPWM
1204
Badgley Phelps Wealth Managers
Washington
$1.65M +$55.6K +609 +3%
TBNY
1205
Trustco Bank (New York)
New York
$1.64M -$78K -855 -5%
RMDI
1206
R.M. Davis Inc
Maine
$1.64M -$180K -1,975 -10%
SAM
1207
Sectoral Asset Management
Quebec, Canada
$1.64M -$684K -7,498 -29%
BFC
1208
Blue Fin Capital
Rhode Island
$1.64M +$62.4K +684 +4%
XF
1209
XML Financial
Maryland
$1.63M +$111K +1,213 +7%
ST
1210
Sageworth Trust
Pennsylvania
$1.63M -$904K -9,901 -36%
4WM
1211
44 Wealth Management
Oregon
$1.62M -$51.9K -569 -3%
MSFP
1212
Mark Sheptoff Financial Planning
Connecticut
$1.62M
RCM
1213
RNC Capital Management
California
$1.62M +$655K +7,174 +67%
EAN
1214
Excelsior Advisor Network
Colorado
$1.62M +$1.39M +15,189 +581%
EM
1215
ELCO Management
New York
$1.61M +$47.1K +516 +3%
LIP
1216
Lighthouse Investment Partners
Florida
$1.61M +$1.62M +17,786 New
RP
1217
Riverbridge Partners
Minnesota
$1.6M +$63.5K +696 +4%
VHAM
1218
Van Hulzen Asset Management
California
$1.6M -$21.7K -238 -1%
PL
1219
Plancorp LLC
Missouri
$1.6M -$238K -2,613 -13%
FSA
1220
Fort Sheridan Advisors
Illinois
$1.6M -$20.9K -229 -1%
WWM
1221
Waterway Wealth Management
Texas
$1.6M +$706K +7,731 +78%
CIAS
1222
CFS Investment Advisory Services
New Jersey
$1.59M -$114K -1,244 -7%
MA
1223
MONECO Advisors
Connecticut
$1.59M +$1.03M +11,311 +181%
CTFG
1224
Capstone Triton Financial Group
Oklahoma
$1.59M +$1.6M +17,489 New
RLH
1225
RD Lewis Holdings
Florida
$1.58M +$154K +1,692 +13%