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Name Holding Trade Value Shares
Change
Change in
Stake
DMC
1701
Drexel Morgan & Co
Pennsylvania
$1.52M -$271K -3,260 -14%
PAS
1702
Partnervest Advisory Services
California
$1.52M +$115K +1,380 +7%
GCC
1703
Guardian Capital (Canada)
Ontario, Canada
$1.52M +$236K +2,840 +16%
FMWA
1704
Forvis Mazars Wealth Advisors
Missouri
$1.52M +$98.1K +1,180 +6%
AIM
1705
Aspen Investment Management
Michigan
$1.51M +$595K +7,160 +55%
LPC
1706
Loeb Partners Corp
New York
$1.51M +$8.31K +100 +0.5%
TWA
1707
Tillar-Wenstrup Advisors
Ohio
$1.51M -$41.6K -500 -2%
BTW
1708
Boston Trust Walden
Massachusetts
$1.51M -$6.65K -80 -0.4%
FCB
1709
First Command Bank
Texas
$1.51M +$43.2K +520 +3%
FCFS
1710
First Command Financial Services
Texas
$1.51M +$43.2K +520 +3%
BPWA
1711
Beacon Pointe Wealth Advisors
California
$1.51M +$1.66M +19,960 New
HIM
1712
Herald Investment Management
United Kingdom
$1.5M -$1.66M -20,000 -50%
VFCM
1713
Valley Forge Capital Management
Florida
$1.5M
LSC
1714
Lyon Street Capital
California
$1.5M +$672K +8,080 +68%
TMC
1715
Trellus Management Company
Florida
$1.5M +$1.66M +20,000 New
AJ
1716
Ashburton (Jersey)
Jersey
$1.5M +$140K +1,680 +9%
PG
1717
Proffitt & Goodson
Tennessee
$1.49M +$64.8K +780 +4%
BS
1718
Boenning & Scattergood
Pennsylvania
$1.49M +$866K +10,420 +110%
BMC
1719
Beaton Management Company
Massachusetts
$1.49M -$66.5K -800 -4%
CCT
1720
Country Club Trust
Missouri
$1.49M +$94.8K +1,140 +6%
DA
1721
Duality Advisers
Florida
$1.49M +$1.65M +19,800 New
PGIM
1722
Pacific Global Investment Management
California
$1.48M +$432K +5,200 +36%
KFA
1723
Kays Financial Advisory
Georgia
$1.48M +$1.63M +19,660 New
F
1724
Filament
Washington
$1.47M +$524K +6,300 +47%
CA
1725
Cornerstone Advisory
Maryland
$1.47M +$148K +1,780 +10%