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Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
701
North Star Asset Management
Wisconsin
$638K +$701K +3,358 New
NB
702
NBT Bank
New York
$634K +$696K +3,335 New
P
703
Pitcairn
Pennsylvania
$632K +$280K +1,341 +68%
LRPA
704
L. Roy Papp & Associates
Arizona
$631K +$694K +3,325 New
PSG
705
Planning Solutions Group
Maryland
$628K +$690K +3,309 New
CIC
706
Carnegie Investment Counsel
Ohio
$625K +$686K +3,290 New
BFG
707
Beacon Financial Group
Texas
$615K +$673K +3,227 New
BG
708
Bahl & Gaynor
Ohio
$610K +$670K +3,213 New
PCMI
709
Paradigm Capital Management Inc
New York
$608K
BPM
710
Bowling Portfolio Management
Ohio
$607K +$667K +3,197 New
SFS
711
Sowell Financial Services
Arkansas
$605K +$300K +1,438 +82%
FBT
712
First Bankers Trust
Kentucky
$601K +$388K +1,859 +143%
PTC
713
Private Trust Company
Ohio
$591K +$323K +1,547 +99%
GJIC
714
Gamble Jones Investment Counsel
California
$586K +$54.4K +261 +9%
PA
715
Pinnacle Associates
New York
$584K +$641K +3,074 New
IA
716
IFP Advisors
Florida
$583K +$202K +968 +46%
WAM
717
Wealthspire Advisors (Maryland)
Maryland
$580K +$263K +1,261 +70%
HCM
718
Harvey Capital Management
Florida
$577K +$635K +3,042 New
DWT
719
Dorsey & Whitney Trust
South Dakota
$576K -$12.5K -60 -2%
ACP
720
Ashfield Capital Partners
California
$575K +$632K +3,028 New
SCP
721
Stamos Capital Partners
California
$570K +$626K +3,000 New
SWA
722
Sutton Wealth Advisors
Florida
$565K +$499K +2,393 +410%
PG
723
Proffitt & Goodson
Tennessee
$562K +$618K +2,960 New
TCM
724
Tradewinds Capital Management
Washington
$560K +$578K +2,770 +1,539%
NICM
725
Neo Ivy Capital Management
New York
$558K +$613K +2,940 New