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Name Holding Trade Value Shares
Change
Change in
Stake
BTW
626
Boston Trust Walden
Massachusetts
$287K -$10.1K -150 -3%
BC
627
Burney Company
Virginia
$286K -$87.2K -1,298 -24%
LPT
628
Legacy Private Trust
Wisconsin
$286K
PG
629
Portola Group
California
$282K -$20.1K -300 -7%
BC
630
Bartlett & Co
Ohio
$277K -$24.8K -370 -8%
LC
631
Lakeshore Capital
Alabama
$276K
TCM
632
Tufton Capital Management
Maryland
$276K +$1.07K +16 +0.4%
PTC
633
Private Trust Company
Ohio
$275K -$269K -4,005 -50%
GAM
634
Griffin Asset Management
New York
$275K
Group One Trading
635
Group One Trading
Illinois
$275K +$269K +4,000 New
CA
636
Continental Advisors
Utah
$273K
DTL
637
Dynamic Technology Lab
Singapore
$268K +$262K +3,900 New
MRCM
638
M&R Capital Management
New Jersey
$267K
WS
639
Wedbush Securities
California
$266K -$7.72K -115 -3%
GGPS
640
Gary Goldberg Planning Services
New York
$266K +$174K +2,595 +204%
WPC
641
White Pine Capital
Minnesota
$262K +$5.57K +83 +2%
GIS
642
Guardian Investor Services
New York
$261K -$2.42K -36 -0.9%
CBB
643
Citizens Business Bank
California
$258K
GCAC
644
Guardian Capital Advisors (Canada)
Ontario, Canada
$257K -$259K -3,860 -51%
AI
645
ArchPoint Investors
Florida
$257K -$7.05K -105 -3%
CHAM
646
Clear Harbor Asset Management
Connecticut
$255K +$4.37K +65 +2%
CCA
647
Cobblestone Capital Advisors
New York
$249K -$90.1K -1,341 -27%
GC
648
Grimes & Company
Massachusetts
$248K -$60.4K -900 -20%
WPC
649
Waters Parkerson & Co
Louisiana
$248K
DAM
650
Delta Asset Management
Tennessee
$245K +$65.8K +980 +38%