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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1326
Roosevelt Investment Group
New York
$281K +$5.92K +35 +2%
VCP
1327
Vista Capital Partners
Oregon
$280K +$20.5K +121 +8%
OAM
1328
Orinda Asset Management
California
$280K +$102K +603 +56%
GIA
1329
Granite Investment Advisors
New Hampshire
$279K -$10.7K -63 -4%
CTI
1330
Community Trust & Investment
Kentucky
$278K +$676 +4 +0.2%
MWAC
1331
Mariner Wealth Advisors (Cincinnati)
Ohio
$275K -$140K -829 -33%
CCM
1332
Check Capital Management
California
$275K
DLCIG
1333
D.L. Carlson Investment Group
New Hampshire
$273K
FCE
1334
Fiera Capital (Europe)
Cayman Islands
$273K
PAM
1335
Private Asset Management
California
$272K +$16.9K +100 +7%
WP
1336
WealthPLAN Partners
Nebraska
$270K -$49.4K -292 -15%
PPSG
1337
Princeton Portfolio Strategies Group
New Jersey
$269K +$272K +1,611 New
CPSAC
1338
Chas P. Smith & Associates (CPS)
Florida
$269K +$296K +1,751 New
SSWM
1339
Sheets Smith Wealth Management
North Carolina
$268K
FRM
1340
Fox Run Management
Connecticut
$267K -$710K -4,200 -72%
EWM
1341
Elite Wealth Management
Washington
$267K -$237K -1,400 -47%
GIM
1342
Goelzer Investment Management
Indiana
$267K -$846 -5 -0.3%
CIP
1343
Champlain Investment Partners
Vermont
$267K
RIG
1344
Renaissance Investment Group
Massachusetts
$267K +$18.6K +110 +7%
TF
1345
Trutina Financial
Washington
$265K
ZCA
1346
Zeke Capital Advisors
Pennsylvania
$264K +$281K +1,660 New
SMC
1347
Smith, Moore & Co
Missouri
$263K -$113K -667 -30%
SEIA
1348
Signature Estate & Investment Advisors
California
$263K -$77.1K -456 -22%
HIM
1349
Hillsdale Investment Management
Ontario, Canada
$260K -$67.6K -400 -20%
AAMU
1350
Amundi Asset Management US
Massachusetts
$259K -$21M -124,329 -99%