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Name Holding Trade Value Shares
Change
Change in
Stake
BHA
1226
Beech Hill Advisors
New York
$954K
PWM
1227
Perigon Wealth Management
California
$947K
WPA
1228
West Paces Advisors
Georgia
$946K -$5.69K -81 -0.6%
CCM
1229
Carderock Capital Management
Maryland
$934K +$32.3K +460 +4%
CCWA
1230
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$932K
SAM
1231
Steinberg Asset Management
New York
$929K -$680K -9,675 -43%
SFSIG
1232
San Francisco Sentry Investment Group
California
$928K -$79.7K -1,134 -8%
OC
1233
Oarsman Capital
Wisconsin
$927K +$141K +2,008 +19%
SDIC
1234
South Dakota Investment Council
South Dakota
$926K -$689K -9,800 -43%
FGP
1235
Foyston, Gordon, & Payne
Ontario, Canada
$926K
CWM
1236
Cornerstone Wealth Management
Missouri
$925K +$900K +12,808 New
FMLI
1237
Fukoku Mutual Life Insurance
Japan
$923K
FCCM
1238
First City Capital Management
Georgia
$921K
AFM
1239
Abbot Financial Management
Massachusetts
$919K
KA
1240
Kovack Advisors
Florida
$919K +$272K +3,869 +44%
FHA
1241
Flagship Harbor Advisors
Massachusetts
$915K -$150K -2,131 -14%
OC
1242
Oakworth Capital
Alabama
$915K -$8.43K -120 -0.9%
LRIC
1243
Long Road Investment Counsel
Michigan
$915K
AT
1244
Arden Trust
Delaware
$911K -$10.8K -154 -1%
BCM
1245
Brasada Capital Management
Texas
$910K
WIA
1246
Westbourne Investment Advisors
Maryland
$910K
PFBT
1247
Parkside Financial Bank & Trust
Missouri
$909K +$24.4K +347 +3%
CFGS
1248
Concourse Financial Group Securities
Alabama
$906K +$736K +10,474 +509%
BDF
1249
Balasa Dinverno & Foltz
$905K +$79.3K +1,129 +10%
HFA
1250
HC Financial Advisors
California
$904K -$35.8K -510 -4%