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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
551
Focused Wealth Management
New York
$218K -$33.4K -1,662 -13%
MPI
552
Mairs & Power Inc
Minnesota
$217K
LIC
553
Lodestar Investment Counsel
Illinois
$215K -$787K -39,102 -78%
MHS
554
M Holdings Securities
Oregon
$215K +$222K +11,017 New
BFM
555
Boston Financial Management
Massachusetts
$214K -$51.5K -2,558 -19%
AB
556
AT Bancorp
Iowa
$212K
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$211K -$5.63K -280 -3%
BAS
558
Brown Advisory Securities
Maryland
$210K -$87.5K -4,347 -29%
RA
559
Rational Advisors
New York
$209K -$1.37K -68 -0.6%
BUB
560
BBVA USA Bancshares
Texas
$209K +$19.5K +967 +10%
ARMT
561
Amica Retiree Medical Trust
Rhode Island
$209K +$215K +10,686 New
FBNAT
562
FirstMerit Bank N.A. Trustee
Ohio
$206K +$212K +10,515 New
GIS
563
Guardian Investor Services
New York
$188K
SNT
564
Security National Trust
West Virginia
$188K +$6.5K +323 +3%
USGIU
565
U.S. Global Investors (USGI)
Texas
$186K
DVM
566
Dreman Value Management
Florida
$186K +$191K +9,503 New
UGIF
567
US Global Investors Funds
Maine
$186K +$192K +9,534 New
GG
568
Gofen & Glossberg
Illinois
$185K -$85.2K -4,234 -31%
PL
569
Parkwood LLC
Ohio
$183K +$189K +9,378 New
TAM
570
Tocqueville Asset Management
New York
$175K +$181K +8,973 New
PCM
571
Prelude Capital Management
New York
$164K
NES
572
New England Securities
New York
$159K -$845 -42 -0.5%
AC
573
Alexandria Capital
Virginia
$151K -$3.2K -159 -2%
TWA
574
TCI Wealth Advisors
Arizona
$151K
PTC
575
Private Trust Company
Ohio
$150K -$16.5K -818 -10%