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Name Holding Trade Value Shares
Change
Change in
Stake
ORI
1301
Oak Ridge Investments
Illinois
$852K -$862K -8,378 -49%
BWP
1302
Baldwin Wealth Partners
Massachusetts
$841K -$39.1K -380 -4%
AI
1303
Accredited Investors
Minnesota
$839K -$823 -8 -0.1%
FHC
1304
First Heartland Consultants
Missouri
$839K +$97.2K +945 +12%
ZCI
1305
Zevenbergen Capital Investments
Washington
$838K -$130K -1,268 -13%
TWA
1306
TCI Wealth Advisors
Arizona
$834K +$13.4K +130 +2%
FCIM
1307
Fairview Capital Investment Management
California
$834K +$123K +1,200 +17%
CIM
1308
CenturyLink Investment Management
Colorado
$831K – – –
HCM
1309
Hodges Capital Management
Texas
$829K -$675K -6,564 -44%
FPFS
1310
First Personal Financial Services
North Carolina
$829K -$10.3K -100 -1%
PFSC
1311
Peoples Financial Services Corp
Pennsylvania
$829K -$5.14K -50 -0.6%
IIM
1312
Intact Investment Management
Quebec, Canada
$828K +$237K +2,300 +38%
MMA
1313
Miracle Mile Advisors
California
$827K +$322K +3,134 +60%
SFS
1314
Sowell Financial Services
Arkansas
$826K +$193K +1,881 +29%
ZIC
1315
ZWJ Investment Counsel
Georgia
$822K -$195K -1,900 -19%
ECM
1316
Elgethun Capital Management
South Dakota
$809K +$844K +8,206 New
ARMT
1317
Amica Retiree Medical Trust
Rhode Island
$808K – – –
IIC
1318
Integrated Investment Consultants
Michigan
$805K +$6.28K +61 +0.8%
WA
1319
Winfield Associates
Ohio
$798K -$47.7K -464 -5%
IIM
1320
Ipswich Investment Management
Massachusetts
$793K -$28.3K -275 -3%
CT
1321
Chicago Trust
Illinois
$790K -$15.9K -155 -2%
BOC
1322
Barbara Oil Co
Illinois
$789K – – –
VFM
1323
Viking Fund Management
North Dakota
$789K – – –
WPC
1324
White Pine Capital
Minnesota
$788K -$33.4K -325 -4%
KP
1325
Keel Point
Alabama
$784K +$7.92K +77 +1%