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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1301
Stewart & Patten Company
California
$805K -$34.4K -100 -4%
MWVC
1302
Morgens Waterfall Vintiadis & Co
New York
$805K +$826K +2,400 New
SRC
1303
Shufro Rose & Co
New York
$802K +$5.16K +15 +0.6%
DI
1304
Diligent Investors
California
$802K +$33.4K +97 +4%
LDB
1305
Lee, Danner & Bass
Tennessee
$798K -$35.1K -102 -4%
CBN
1306
Cadence Bank NA
Texas
$797K -$31K -90 -4%
PAG
1307
Private Advisory Group
Washington
$790K +$810K +2,355 New
CVM
1308
Cheviot Value Management
California
$787K -$77K -224 -9%
HA
1309
Halsey Associates
Connecticut
$786K -$711K -2,066 -47%
HR
1310
Howe & Rusling
New York
$785K -$134K -390 -14%
GRP
1311
Global Retirement Partners
California
$785K +$15.1K +44 +2%
Nuveen Fund Advisors
1312
Nuveen Fund Advisors
Illinois
$775K -$2.53M -7,355 -76%
CA
1313
Cambridge Advisors
Nebraska
$770K -$43K -125 -5%
CTA
1314
Chesley Taft & Associates
Illinois
$770K -$43K -125 -5%
HT
1315
Heritage Trust
Oklahoma
$770K +$73.3K +213 +10%
SC
1316
Saybrook Capital
North Carolina
$766K -$75K -218 -9%
SFG
1317
Summit Financial Group
West Virginia
$765K
MFS
1318
McNamara Financial Services
Massachusetts
$765K +$10.7K +31 +1%
CS
1319
Cannell & Spears
New York
$764K +$9.63K +28 +1%
CCA
1320
Cobblestone Capital Advisors
New York
$763K -$7.22K -21 -0.9%
NCM
1321
Noesis Capital Mangement
Florida
$759K -$11.4K -33 -1%
VNA
1322
VNBTrust National Association
Virginia
$759K
CA
1323
Cullinan Associates
Kentucky
$757K -$48.2K -140 -6%
MIA
1324
MainStreet Investment Advisors
Illinois
$757K -$24.1K -70 -3%
SC
1325
Scholtz & Company
Connecticut
$755K