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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
1276
Naples Global Advisors
Florida
$700K +$59.5K +2,303 +10%
C
1277
CFO4Life
Texas
$698K +$648K +25,090 New
AWS
1278
Aris Wealth Services
Pennsylvania
$696K +$10.6K +412 +2%
PWM
1279
Perigon Wealth Management
California
$693K -$46.2K -1,790 -7%
TFF
1280
Timothy F. Fidgeon
$689K -$276K -10,700 -30%
ANB
1281
Amarillo National Bank
Texas
$684K -$55K -2,130 -8%
SOAMC
1282
Spirit of America Management Corp
New York
$681K +$155K +6,000 +32%
LIC
1283
Lodestar Investment Counsel
Illinois
$673K -$65.4K -2,532 -9%
AMM
1284
American Money Management
California
$669K -$22.6K -875 -4%
Jacobs Levy Equity Management
1285
Jacobs Levy Equity Management
New Jersey
$668K -$5.66M -219,100 -90%
LPT
1286
Legacy Private Trust
Wisconsin
$666K -$23.2K -900 -4%
BFEC
1287
Benjamin F. Edwards & Company
Missouri
$664K -$26.3K -1,020 -4%
BP
1288
Ballentine Partners
Massachusetts
$663K -$3.12K -121 -0.5%
FCCM
1289
First City Capital Management
Georgia
$662K -$20.7K -800 -3%
DIP
1290
DT Investment Partners
Pennsylvania
$661K +$31.4K +1,217 +5%
KCPG
1291
Kavar Capital Partners Group
Kansas
$658K -$12.9K -500 -2%
AB
1292
AT Bancorp
Iowa
$658K
Rafferty Asset Management
1293
Rafferty Asset Management
New York
$653K +$47.1K +1,823 +8%
FIG
1294
Fusion Investment Group
Pennsylvania
$650K +$604K +23,389 New
GAG
1295
GM Advisory Group
New York
$649K -$201K -7,777 -25%
WCWM
1296
Willow Creek Wealth Management
California
$649K +$603K +23,346 New
ITIM
1297
Indiana Trust & Investment Management
Indiana
$645K -$81.3K -3,150 -12%
MAA
1298
Mraz Amerine & Associates
California
$640K -$41.3K -1,600 -6%
MG
1299
Markel Group
Virginia
$640K
NCM
1300
Neumann Capital Management
California
$638K +$592K +22,925 New