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Name Holding Trade Value Shares
Change
Change in
Stake
HB
651
Homrich & Berg
Georgia
$240K +$239K +2,300 New
DBG
652
De Burlo Group
Massachusetts
$234K -$2.6K -25 -1%
GE
653
General Electric
Ohio
$232K -$2.96M -28,451 -93%
CCA
654
Conestoga Capital Advisors
Pennsylvania
$231K -$31.7K -305 -12%
QT
655
Quantbot Technologies
New York
$230K +$230K +2,215 New
GIS
656
Guardian Investor Services
New York
$227K +$3.95K +38 +2%
RBC
657
Ronald Blue & Co
Georgia
$227K +$10.4K +100 +5%
AFG
658
Albion Financial Group
Utah
$218K
ARMT
659
Amica Retiree Medical Trust
Rhode Island
$213K +$212K +2,038 New
VFS
660
VSR Financial Services
Kansas
$209K -$870K -8,371 -81%
RFS
661
Rockefeller Financial Services
New York
$209K
EVM
662
Evelyn V. Moreno
$209K +$209K +2,008 New
IPRC
663
Indices-Pac Research Corporation
New Jersey
$205K +$204K +1,965 New
SCM
664
Shelton Capital Management
Colorado
$202K +$201K +1,937 New
AIA
665
AGF Investments America
Ontario, Canada
$198K
PTC
666
Private Trust Company
Ohio
$192K +$24.9K +240 +15%
GGPS
667
Gary Goldberg Planning Services
New York
$171K +$12.2K +117 +8%
PL
668
Parkwood LLC
Ohio
$169K +$169K +1,621 New
GLI
669
Guardian Life Insurance
New York
$160K -$175K -1,681 -52%
TF
670
Tompkins Financial
New York
$153K +$9.88K +95 +7%
SHWM
671
Smith & Howard Wealth Management
Georgia
$152K +$30.1K +290 +25%
BRWA
672
B. Riley Wealth Advisors
Florida
$152K +$152K +1,459 New
RIA
673
Regal Investment Advisors
Michigan
$139K +$139K +1,334 New
SAMC
674
Shinko Asset Management Company
Japan
$125K -$10.4K -100 -8%
MCM
675
Manchester Capital Management
Vermont
$116K