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Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
1126
Curbstone Financial Management Corp
New Hampshire
$534K +$517K +6,665 New
HIC
1127
Harvey Investment Company
Kentucky
$531K – – –
WA
1128
WealthTrust Axiom
Pennsylvania
$531K +$16.1K +208 +3%
CWA
1129
Constellation Wealth Advisors
New York
$531K +$29.5K +380 +6%
MSR
1130
Main Street Research
Connecticut
$527K +$7.98K +103 +2%
FHB
1131
First Hawaiian Bank
Hawaii
$526K +$510K +6,575 New
NFG
1132
Nadler Financial Group
Illinois
$519K -$4.8K -62 -0.9%
CYG
1133
Clean Yield Group
Vermont
$516K -$22.5K -290 -4%
ACM
1134
Argent Capital Management
Missouri
$516K – – –
LC
1135
Lilley & Co
Michigan
$514K +$132K +1,709 +36%
UAS
1136
United Asset Strategies
New York
$513K +$22.8K +294 +5%
LBC
1137
Lawrence B. Cohen
$509K +$34.5K +445 +8%
CCM
1138
CrestPoint Capital Management
Missouri
$504K – – –
DAM
1139
Doheny Asset Management
California
$504K – – –
WDA
1140
Wendell David Associates
New Hampshire
$503K +$5.12K +66 +1%
CM
1141
Churchill Management
California
$499K +$483K +6,227 New
AUB
1142
Atlantic Union Bankshares
Virginia
$499K +$513K +6,625 New
AIM
1143
Aspen Investment Management
Michigan
$498K -$1.94K -25 -0.4%
SIM
1144
SSI Investment Management
California
$496K -$1.03M -13,275 -68%
GRQ
1145
Gardner Russo & Quinn
Pennsylvania
$496K -$13.6K -175 -3%
PCM
1146
Palisade Capital Management
New Jersey
$495K – – –
BONST
1147
Bank of Nova Scotia Trust
Ontario, Canada
$495K +$479K +6,180 New
FDS
1148
First Dallas Securities
Texas
$493K -$15.5K -200 -3%
FFC
1149
First Financial Corp
Indiana
$493K +$48.4K +625 +11%
FFSOTS
1150
Fiduciary Financial Services of The Southwest
Texas
$490K +$33.7K +435 +8%
44 45
46
47 48