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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1901
Hengehold Capital Management
Ohio
$644K
JAM
1902
Jupiter Asset Management
United Kingdom
$643K +$602K +7,580 New
NP
1903
NorthRock Partners
Minnesota
$639K +$34.9K +440 +6%
BCM
1904
Boltwood Capital Management
California
$637K
SWK
1905
Stephen W. Kidder
$637K
WKWM
1906
Walter & Keenan Wealth Management
Indiana
$636K -$165K -2,080 -22%
RP
1907
Reinhart Partners
Wisconsin
$636K -$54K -680 -8%
WI
1908
WrapManager Inc
California
$636K -$1.59K -20 -0.3%
SIC
1909
Shoker Investment Counsel
Ohio
$634K +$15.9K +200 +3%
CMP
1910
Courage Miller Partners
Virginia
$632K
WRM
1911
Weybosset Research & Management
Rhode Island
$631K -$7.94K -100 -1%
CCMD
1912
Cypress Capital Management (Delaware)
Delaware
$631K -$6.35K -80 -1%
PVWM
1913
Point View Wealth Management
New Jersey
$631K +$327K +4,120 +125%
SCI
1914
S&CO Inc
Massachusetts
$629K +$17.5K +220 +3%
HCA
1915
Horan Capital Advisors
Ohio
$626K +$15.9K +200 +3%
FFW
1916
Fusion Family Wealth
New York
$626K +$66.7K +840 +13%
CWA
1917
Clarus Wealth Advisors
Arizona
$625K
LA
1918
Lynch & Associates
Indiana
$622K +$17.5K +220 +3%
AF
1919
Allworth Financial
California
$622K +$47.6K +600 +9%
WCM
1920
Wedge Capital Management
North Carolina
$620K +$34.9K +440 +6%
SGK
1921
Steigerwald Gordon & Koch
Virginia
$620K +$124K +1,560 +27%
BONST
1922
Bank of Nova Scotia Trust
Ontario, Canada
$617K
EIA
1923
Edgemoor Investment Advisors
Maryland
$612K
MCM
1924
Mengis Capital Management
Oregon
$611K +$7.94K +100 +1%
CCM
1925
Cribstone Capital Management
Maine
$609K +$77.8K +980 +16%