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Name Holding Trade Value Shares
Change
Change in
Stake
SL
476
Summitry LLC
California
$353K +$88.3K +1,772 +34%
CPA
477
Court Place Advisors
Maryland
$351K +$9.96K +200 +3%
CFA
478
Carroll Financial Associates
North Carolina
$351K +$115K +2,318 +50%
IIA
479
IPG Investment Advisors
California
$350K – – –
WSC
480
Wellington Shields & Co
New York
$345K – – –
WB
481
Webster Bank
Connecticut
$344K – – –
OCG
482
Opus Capital Group
Ohio
$344K +$3.88K +78 +1%
PAM
483
Premier Asset Management
Illinois
$340K – – –
NSIM
484
North Star Investment Management
Illinois
$338K -$7.97K -160 -2%
PFC
485
Poplar Forest Capital
California
$337K -$213K -4,280 -39%
SRC
486
Shufro Rose & Co
New York
$336K +$330K +6,619 New
SCM
487
Sterling Capital Management
North Carolina
$334K +$2.74K +55 +0.8%
BCM
488
Buckhead Capital Management
Georgia
$333K – – –
GIA
489
Guyasuta Investment Advisors
Pennsylvania
$332K -$199K -4,000 -38%
AB
490
AT Bancorp
Iowa
$332K +$17.7K +356 +6%
SGA
491
Strategic Global Advisors
California
$330K +$325K +6,520 New
DWA
492
Douglass Winthrop Advisors
New York
$327K -$79.7K -1,600 -20%
HB
493
Homrich & Berg
Georgia
$327K +$3.34K +67 +1%
WSTAM
494
Wilbanks Smith & Thomas Asset Management
Virginia
$325K -$2.59K -52 -0.8%
GWM
495
Geneos Wealth Management
Colorado
$324K +$321K +6,437 New
BFO
496
Boston Family Office
Massachusetts
$322K -$206K -4,133 -39%
Chevy Chase Trust
497
Chevy Chase Trust
Maryland
$321K +$29.2K +587 +10%
CWA
498
Cypress Wealth Advisors
California
$321K +$100K +2,014 +47%
FIM
499
Frontier Investment Management
Texas
$319K +$52.6K +1,056 +20%
CA
500
Commerzbank Aktiengesellschaft
Germany
$317K -$4.82M -96,709 -94%