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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
451
Rossmore Private Capital
Connecticut
$767K – – –
HIS
452
Horizon Investment Services
Indiana
$765K – – –
WIM
453
Wittenberg Investment Management
Massachusetts
$765K – – –
MYIA
454
Mount Yale Investment Advisors
Colorado
$763K -$462K -12,621 -37%
OPCM
455
Osborne Partners Capital Management
California
$760K – – –
BWP
456
Balboa Wealth Partners
Arizona
$760K -$53.5K -1,461 -6%
GT
457
Glenview Trust
Kentucky
$753K +$73.4K +2,003 +10%
OHIS
458
Oak Harvest Investment Services
Texas
$749K +$8.94K +244 +1%
AIP
459
ARS Investment Partners
New York
$744K -$227K -6,210 -23%
WB
460
WesBanco Bank
West Virginia
$741K -$168K -4,591 -18%
JIC
461
Johnson Investment Counsel
Ohio
$739K -$24.9K -679 -3%
PVH
462
Psagot Value Holdings
Israel
$737K -$25.7K -702 -3%
LW
463
Linscomb Wealth
Texas
$736K -$109K -2,966 -12%
PWPS
464
Pinnacle Wealth Planning Services
Ohio
$733K +$12.6K +345 +2%
CCA
465
Checchi Capital Advisers
California
$733K -$21.2K -579 -3%
PGIM
466
Pacific Global Investment Management
California
$733K +$48.4K +1,322 +7%
HH
467
Hilltop Holdings
Texas
$726K +$282K +7,697 +60%
JWCA
468
J.W. Cole Advisors
Florida
$721K +$8.64K +236 +1%
NP
469
Nilsine Partners
Colorado
$721K +$388K +10,584 +108%
CC
470
Courier Capital
New York
$712K -$11.3K -308 -2%
RFG
471
Range Financial Group
Oregon
$712K -$16.1K -440 -2%
QOP
472
Quinn Opportunity Partners
Virginia
$708K – – –
AI
473
Atom Investors
Texas
$698K +$722K +19,706 New
LI
474
Louisbourg Investments
New Brunswick, Canada
$697K +$721K +19,680 New
PA
475
Profund Advisors
Maryland
$694K +$106K +2,907 +17%
17 18
19
20 21