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Name Holding Trade Value Shares
Change
Change in
Stake
AM
1001
Atwater Malick
Pennsylvania
$210K
CPSC
1002
Carl P. Sherr & Co
Massachusetts
$210K
MHIC
1003
Marble Harbor Investment Counsel
Massachusetts
$210K
PL
1004
Perpetual Ltd
Australia
$210K
TSWM
1005
Triangle Securities Wealth Management
North Carolina
$210K
TNBTD
1006
Trustmark National Bank Trust Department
Mississippi
$210K
NL
1007
NKCFO LLC
Illinois
$210K +$223K +1,000 New
EIA
1008
Eldridge Investment Advisors
New Hampshire
$208K
JCM
1009
Jag Capital Management
Missouri
$208K +$220K +988 New
BW
1010
Bison Wealth
Georgia
$207K
FAM
1011
Fulcrum Asset Management
United Kingdom
$207K
DLA
1012
Douglas Lane & Associates
New York
$206K -$16.7K -75 -7%
LC
1013
LCNB Corp
Ohio
$205K -$13.4K -60 -6%
JF
1014
JSF Financial
California
$203K +$215K +966 New
PO
1015
Private Ocean
California
$202K +$2.67K +12 +1%
EHC
1016
Everett Harris & Co
California
$200K -$11.1K -50 -5%
SOAMC
1017
Spirit of America Management Corp
New York
$200K
IA
1018
IndexIQ Advisors
New York
$197K +$126K +567 +153%
VFA
1019
Valeo Financial Advisors
Indiana
$193K -$215K -964 -51%
USGIU
1020
U.S. Global Investors (USGI)
Texas
$189K
1IA
1021
1834 Investment Advisors
Wisconsin
$188K -$81.7K -367 -29%
GRP
1022
Global Retirement Partners
California
$185K +$78.2K +351 +67%
JWBC
1023
John W. Brooker & Co
California
$184K
SFFS
1024
Stonehage Fleming Financial Services
Jersey
$172K +$182K +819 New
AF
1025
Arrow Financial
New York
$170K -$7.79K -35 -4%