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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1201
IMA Advisory Services
Colorado
$506K +$17.2K +170 +4%
MCWS
1202
McKinley Carter Wealth Services
West Virginia
$504K +$39.6K +391 +9%
AGA
1203
Accuvest Global Advisors
Utah
$497K -$488K -4,820 -50%
Pacer Advisors
1204
Pacer Advisors
Pennsylvania
$491K +$481K +4,756 New
CWM
1205
Concert Wealth Management
California
$490K -$97K -959 -9%
CCM
1206
Carderock Capital Management
Maryland
$474K +$18.6K +184 +4%
FFBTD
1207
First Financial Bank - Trust Division
Ohio
$465K +$74.2K +733 +19%
CB
1208
Community Bank
New York
$462K -$50.6K -500 -10%
KCM
1209
Karp Capital Management
California
$461K -$20.2K -200 -4%
NAP
1210
New Amsterdam Partners
New York
$457K – – –
MC
1211
Mathes Company
New York
$454K – – –
PP
1212
Palladium Partners
Virginia
$450K -$20.1K -199 -4%
CAG
1213
Crestwood Advisors Group
Massachusetts
$449K +$440K +4,347 New
TF
1214
Tompkins Financial
New York
$439K +$58.9K +582 +16%
PCM
1215
Pointe Capital Management
Michigan
$439K +$430K +4,252 New
CCG
1216
Cypress Capital Group
Florida
$432K -$50.4K -498 -11%
EAMA
1217
EFG Asset Management (Americas)
Florida
$428K -$27.7K -274 -6%
IMAS
1218
ID Management A/S
Denmark
$423K – – –
KFA
1219
Kays Financial Advisory
Georgia
$419K +$101K +1,002 +33%
BBI
1220
Baxter Bros Inc
Connecticut
$418K – – –
CANY
1221
Caxton Associates (New York)
New York
$413K +$405K +4,000 New
LNC
1222
Lincoln National Corp
Pennsylvania
$412K +$90.7K +896 +29%
IIM
1223
Ipswich Investment Management
Massachusetts
$409K – – –
VCAM
1224
Van Cleef Asset Management
Ohio
$408K – – –
AW
1225
Alpha Windward
Massachusetts
$399K -$535K -5,283 -58%