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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
1001
MassMutual Private Wealth & Trust
Connecticut
$258K +$75.5K +2,756 +45%
GAM
1002
Gemmer Asset Management
California
$258K
WSC
1003
Wellington Shields & Co
New York
$258K +$11K +400 +5%
FHA
1004
First Horizon Advisors
Tennessee
$256K -$30.3K -1,106 -11%
USGIU
1005
U.S. Global Investors (USGI)
Texas
$255K +$241K +8,800 New
COI
1006
Connable Office Inc
Michigan
$253K
PMFA
1007
Plante Moran Financial Advisors
Michigan
$252K +$77.9K +2,842 +49%
NYLIM
1008
New York Life Investment Management
New York
$252K +$238K +8,690 New
EIM
1009
Essex Investment Management
Massachusetts
$251K -$80.5K -2,938 -25%
BMCMI
1010
Bryn Mawr Capital Management Inc
Pennsylvania
$251K +$237K +8,654 New
BFO
1011
Boston Family Office
Massachusetts
$250K
CC
1012
Capital Counsel
New York
$249K -$1.97K -72 -0.8%
EHC
1013
Everett Harris & Co
California
$249K
KAH
1014
Kathryn A. Hall
$249K +$236K +8,600 New
AAM
1015
Autus Asset Management
Arizona
$248K
UF
1016
Univest Financial
Pennsylvania
$248K +$14.4K +524 +7%
KTC
1017
Kistler-Tiffany Companies
Pennsylvania
$248K +$82.2K +3,000 +54%
Verition Fund Management
1018
Verition Fund Management
Connecticut
$248K +$235K +8,564 New
BFIM
1019
Beese Fulmer Investment Management
Ohio
$247K +$8.22K +300 +4%
CCM
1020
Coldstream Capital Management
Washington
$246K -$10.6K -388 -4%
ECM
1021
ETrade Capital Management
Virginia
$245K +$9.31K +340 +4%
FNT
1022
First Nebraska Trust
Nebraska
$244K
LDB
1023
Lee, Danner & Bass
Tennessee
$243K +$110 +4 +0%
AAS
1024
Annex Advisory Services
Wisconsin
$243K +$230K +8,378 New
RIM
1025
Regent Investment Management
Kentucky
$240K