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Name Holding Trade Value Shares
Change
Change in
Stake
JIM
1026
Jensen Investment Management
Oregon
$425K +$79.4K +640 +24%
STB
1027
S&T Bank
Pennsylvania
$423K – – –
SBWM
1028
Sunflower Bank Wealth Management
Arizona
$421K – – –
LIM
1029
Leavell Investment Management
Alabama
$420K -$790K -6,365 -66%
ACI
1030
Advance Capital I
Michigan
$419K +$62K +500 +18%
Capstone Investment Advisors
1031
Capstone Investment Advisors
New York
$419K +$410K +3,308 New
P
1032
Pitcairn
Pennsylvania
$417K -$19.7K -159 -5%
OA
1033
Outfitter Advisors
Virginia
$417K -$18.6K -150 -4%
NIM
1034
Northeast Investment Management
Massachusetts
$416K -$9.31K -75 -2%
WEC
1035
Winslow Evans & Crocker
Massachusetts
$416K -$263K -2,120 -39%
MIC
1036
Meridian Investment Counsel
California
$415K -$25.4K -205 -6%
BKA
1037
Brick & Kyle Associates
Pennsylvania
$415K +$18.6K +150 +5%
CS
1038
Comerica Securities
Michigan
$415K +$177K +1,424 +77%
BA
1039
Bristlecone Advisors
Washington
$413K -$26.2K -211 -6%
MWM
1040
Modera Wealth Management
New Jersey
$412K +$3.72K +30 +0.9%
TCOT
1041
Trust Company of Toledo
Ohio
$407K +$53.4K +430 +15%
CFA
1042
Carroll Financial Associates
North Carolina
$404K +$99.3K +800 +34%
KA
1043
KLCM Advisors
Wisconsin
$404K +$395K +3,185 New
LTI
1044
Laffer Tengler Investments
Tennessee
$402K +$393K +3,164 New
SWK
1045
Stephen W. Kidder
$400K – – –
GWCM
1046
Godshalk Welsh Capital Management
Pennsylvania
$396K -$12.4K -100 -3%
TC
1047
Telemus Capital
Michigan
$396K +$387K +3,116 New
NEPWA
1048
New England Private Wealth Advisors
Massachusetts
$395K +$620 +5 +0.2%
BFG
1049
Beacon Financial Group
Texas
$390K +$377K +3,040 New
BAC
1050
Boys Arnold & Co
North Carolina
$387K -$870K -7,011 -70%