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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
601
Creative Planning
Kansas
$5.13M +$540K +24,427 +12%
SCI
602
S&CO Inc
Massachusetts
$5.12M
FCI
603
Financial Counselors Inc
Kansas
$5.11M +$3.26M +147,356 +183%
HC
604
Hourglass Capital
Texas
$5.05M -$74.9K -3,385 -1%
SCM
605
Salem Capital Management
Massachusetts
$5.04M +$321K +14,500 +7%
MIM
606
Merit Investment Management
Delaware
$5.04M +$4.97M +224,517 New
CC
607
Cannell & Co
New York
$5.02M +$3.32K +150 +0.1%
CCM
608
Compton Capital Management
Rhode Island
$5.01M -$179K -8,080 -3%
LTFS
609
Ladenburg Thalmann Financial Services
Florida
$4.99M +$134K +6,067 +3%
CIP
610
Convergence Investment Partners
Florida
$4.99M -$3.22M -145,706 -40%
DIA
611
Dean Investment Associates
Ohio
$4.99M -$49.2K -2,222 -1%
CI
612
Constellation Investments
Ohio
$4.97M +$325K +14,675 +7%
FPA
613
Fieldpoint Private Advisors
New York
$4.97M +$68.4K +3,090 +1%
JMFC
614
J.M. Forbes & Co
Massachusetts
$4.96M +$25.1K +1,134 +0.5%
CIC
615
Canal Insurance Company
South Carolina
$4.94M
CTC
616
Central Trust Company
Missouri
$4.94M -$533K -24,104 -10%
WA
617
Whitebox Advisors
Minnesota
$4.93M -$258K -11,659 -5%
MC
618
Martin & Co
Tennessee
$4.91M -$3.87K -175 -0.1%
EA
619
Evanston Advisors
Illinois
$4.9M +$353K +15,966 +8%
SF
620
Synovus Financial
Georgia
$4.9M +$1.63M +73,865 +51%
JFL
621
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.88M -$650K -29,362 -12%
TFA
622
Toth Financial Advisory
Virginia
$4.87M -$383K -17,312 -7%
DIA
623
Davidson Investment Advisors
Montana
$4.86M -$133K -6,007 -3%
AIP
624
Ameritas Investment Partners
Nebraska
$4.84M +$2.26M +102,182 +90%
CFSG
625
Community Financial Services Group
Vermont
$4.82M +$140K +6,337 +3%