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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
701
Perpetual Investment Management
Australia
$920K +$700K +5,000 +263%
OQS
702
Occudo Quantitative Strategies
Florida
$917K -$1.56M -11,136 -62%
DBRC
703
D.B. Root & Company
Pennsylvania
$910K +$7K +50 +0.7%
BFM
704
Boston Financial Management
Massachusetts
$908K +$6.72K +48 +0.7%
AWA
705
Aaron Wealth Advisors
Illinois
$906K +$951K +6,796 New
RC
706
Roundview Capital
New Jersey
$904K -$17.6K -126 -2%
PTC
707
Private Trust Company
Ohio
$900K -$26.6K -190 -3%
MBT
708
Montecito Bank & Trust
California
$893K +$70K +500 +8%
SMC
709
Smith, Moore & Co
Missouri
$888K -$7.14K -51 -0.8%
FPF
710
First Pacific Financial
Washington
$888K +$45.3K +324 +5%
DWM
711
Darwin Wealth Management
Florida
$886K -$177K -1,264 -16%
SWM
712
SeaCrest Wealth Management
New York
$882K -$9.23K -66 -1%
SIAP
713
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$877K -$51.2K -366 -5%
PI
714
PGGM Investments
Netherlands
$872K +$915K +6,541 New
SIC
715
Samalin Investment Counsel
New York
$856K -$149K -1,063 -14%
CIA
716
Capital Investment Advisors
Georgia
$849K -$3.64K -26 -0.4%
FG
717
Foster Group
Iowa
$847K +$8.12K +58 +0.9%
PRWA
718
Platte River Wealth Advisors
Colorado
$846K
GRP
719
Global Retirement Partners
California
$837K +$75.6K +540 +11%
CBT
720
CoreFirst Bank & Trust
Kansas
$828K -$28.3K -202 -3%
CFG
721
Cooper Financial Group
California
$826K +$110K +787 +15%
F
722
F3Logic
Minnesota
$825K -$7.56K -54 -0.9%
FCCM
723
First City Capital Management
Georgia
$822K +$23.1K +165 +3%
GT
724
Glenview Trust
Kentucky
$815K
CIC
725
Crawford Investment Counsel
Georgia
$810K -$338K -2,416 -28%