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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
1451
Legacy Private Trust
Wisconsin
$221K
WCM
1452
Wallace Capital Management
Texas
$221K +$50 +1 +0%
HWA
1453
Heritage Wealth Advisors
Virginia
$219K +$100 +2 +0%
GAM
1454
Gemmer Asset Management
California
$219K +$201 +4 +0.1%
AIM
1455
Advantage Investment Management
Iowa
$218K +$13.6K +272 +7%
BCCM
1456
Bridge Creek Capital Management
Massachusetts
$215K +$202K +4,025 New
VNA
1457
VNBTrust National Association
Virginia
$214K -$99.1K -1,975 -33%
GC
1458
Grimes & Company
Massachusetts
$214K +$201K +4,012 New
WP
1459
WealthSource Partners
California
$214K +$202K +4,018 New
BDWM
1460
Brewin Dolphin Wealth Management
Ireland
$213K +$200K +3,996 New
DAM
1461
Delta Asset Management
Tennessee
$213K
PWMAG
1462
Pinnacle Wealth Management Advisory Group
New Jersey
$213K +$200K +3,995 New
KWM
1463
Kingsview Wealth Management
Oregon
$213K +$201K +3,999 New
SIM
1464
Spark Investment Management
New York
$213K +$201K +4,000 New
BSB
1465
Bangor Savings Bank
Maine
$212K +$199K +3,966 New
BA
1466
Bristlecone Advisors
Washington
$212K +$199K +3,975 New
MIM
1467
Midwest Investment Management
Ohio
$212K +$200K +3,980 New
GLI
1468
Guardian Life Insurance
New York
$211K +$1.3K +26 +0.7%
CIC
1469
Chilton Investment Company
Connecticut
$210K +$197K +3,927 New
BCM
1470
Brookstone Capital Management
Illinois
$209K -$12.6K -251 -6%
WG
1471
Winton Group
United Kingdom
$208K -$184K -3,668 -49%
LBC
1472
Lawrence B. Cohen
$208K -$27.6K -550 -12%
CHP
1473
Cable Hill Partners
Oregon
$208K +$125K +2,488 +176%
NCM
1474
Noesis Capital Mangement
Florida
$208K +$195K +3,894 New
GWCM
1475
Godshalk Welsh Capital Management
Pennsylvania
$208K +$196K +3,900 New