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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1926
Birmingham Capital Management
Alabama
$491K
UH
1927
Unigestion Holding
Switzerland
$488K -$551K -10,603 -52%
MJP
1928
Michael J. Puzo
$487K -$20.8K -400 -4%
NVIM
1929
New Vernon Investment Management
Illinois
$486K
SIA
1930
Starfire Investment Advisers
Michigan
$485K -$20.1K -386 -3%
RVPG
1931
Relative Value Partners Group
$484K
SEIA
1932
Signature Estate & Investment Advisors
California
$481K -$22.8M -438,978 -98%
ACM
1933
AUA Capital Management
Pennsylvania
$481K
VA
1934
Valmark Advisers
Ohio
$481K +$144K +2,780 +40%
CSM
1935
CAMG Solamere Management
North Carolina
$480K -$5.2K -100 -1%
PBO
1936
Peoples Bank (Ohio)
Ohio
$480K +$3.38K +65 +0.7%
DAM
1937
Delta Asset Management
Tennessee
$480K +$19.6K +377 +4%
ACA
1938
Aptus Capital Advisors
Alabama
$479K -$52.8K -1,016 -9%
WAP
1939
Wealthcare Advisory Partners
Pennsylvania
$478K -$61K -1,174 -11%
SP
1940
Successful Portfolios
Florida
$478K +$43.9K +845 +10%
FAT
1941
First American Trust
California
$477K +$20.9K +402 +4%
FCA
1942
FLC Capital Advisors
California
$477K +$109K +2,099 +28%
HIM
1943
Hotaling Investment Management
Pennsylvania
$474K -$2.08K -40 -0.4%
DTL
1944
Dynamic Technology Lab
Singapore
$473K -$1.79M -34,452 -78%
AWE
1945
Avidian Wealth Enterprises
Texas
$473K +$497K +9,569 New
FWSM
1946
First Wilshire Securities Management
California
$470K +$156 +3 +0%
BWM
1947
Baystate Wealth Management
Massachusetts
$469K -$37.8K -728 -7%
BCM
1948
Boltwood Capital Management
California
$467K
HFM
1949
Harvest Fund Management
China
$467K +$408K +7,845 +485%
SC
1950
SRB Corp
Massachusetts
$466K +$33.9K +652 +7%