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Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1301
Courage Miller Partners
Virginia
$259K
VNA
1302
Valley National Advisers
Pennsylvania
$259K +$94.2K +3,320 +61%
BWA
1303
Burt Wealth Advisors
Maryland
$258K -$2.27K -80 -0.9%
SPWA
1304
SteelBridge Private Wealth Advisors
Florida
$258K +$246K +8,680 New
AW
1305
Alpha Windward
Massachusetts
$256K -$3.41K -120 -1%
SBWIC
1306
Schaper Benz & Wise Investment Counsel
Wisconsin
$252K
FMW
1307
Farr Miller & Washington
District of Columbia
$250K -$17K -600 -7%
PNC
1308
Park National Corp
Ohio
$249K +$54.5K +1,920 +30%
HTC
1309
Haverford Trust Company
Pennsylvania
$248K -$4.54K -160 -2%
GC
1310
Grimes & Company
Massachusetts
$248K -$1.7K -60 -0.7%
Diamond Hill Capital Management
1311
Diamond Hill Capital Management
Ohio
$248K +$38.6K +1,360 +19%
WI
1312
WrapManager Inc
California
$247K -$5.11K -180 -2%
DBIA
1313
Dumont & Blake Investment Advisors
New Jersey
$246K
FCH
1314
Freestone Capital Holdings
Washington
$246K +$56.8K +2,000 +32%
AFG
1315
Albion Financial Group
Utah
$245K -$2.84K -100 -1%
BFG
1316
Beacon Financial Group
Texas
$244K +$28.4K +1,000 +14%
AL
1317
Aspiriant LLC
California
$244K +$233K +8,220 New
BCM
1318
Boltwood Capital Management
California
$243K
CCM
1319
Cohen Capital Management
California
$243K
CTI
1320
Community Trust & Investment
Kentucky
$243K +$233K +8,200 New
AIM
1321
Assured Investment Management
New York
$242K -$21.6K -760 -9%
CRC
1322
Curi RMB Capital
Illinois
$242K
NB
1323
NBT Bank
New York
$242K
NFG
1324
Nadler Financial Group
Illinois
$240K -$255K -9,000 -53%
AIM
1325
Anchor Investment Management
South Carolina
$239K +$229K +8,060 New