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Name Holding Trade Value Shares
Change
Change in
Stake
GG
151
Gofen & Glossberg
Illinois
$5.16M -$98.7K -1,722 -2%
GHA
152
GW Henssler & Associates
Georgia
$5.15M +$610K +10,648 +14%
NCM
153
Northroad Capital Management
New York
$5.11M -$1.19M -20,723 -19%
KFP
154
Keystone Financial Planning
Ohio
$5.09M +$1.66M +28,924 +49%
CIC
155
Crawford Investment Counsel
Georgia
$5M +$489K +8,536 +11%
TTWM
156
TCV Trust & Wealth Management
Virginia
$4.93M +$102K +1,781 +2%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$4.92M -$1.92M -33,554 -28%
Creative Planning
158
Creative Planning
Kansas
$4.81M +$1.85M +32,316 +63%
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$4.8M +$32.8K +572 +0.7%
Westfield Capital Management
160
Westfield Capital Management
Massachusetts
$4.76M +$975K +17,000 +26%
BHWM
161
Bar Harbor Wealth Management
New Hampshire
$4.67M -$26.1K -455 -0.6%
CIM
162
Corda Investment Management
Texas
$4.49M -$51.8K -903 -1%
CFSG
163
Community Financial Services Group
Vermont
$4.47M +$187K +3,260 +4%
ISL
164
Ingalls & Snyder LLC
New York
$4.46M +$119K +2,081 +3%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$4.37M +$238K +4,150 +6%
SLG
166
Stanley-Laman Group
Pennsylvania
$4.34M +$303K +5,281 +8%
Diamond Hill Capital Management
167
Diamond Hill Capital Management
Ohio
$4.33M +$1.82M +31,788 +74%
ACM
168
Advent Capital Management
New York
$4.29M -$595K -10,381 -12%
TAM
169
Tealwood Asset Management
Minnesota
$4.29M -$182K -3,175 -4%
HC
170
Hourglass Capital
Texas
$4.23M +$436K +7,600 +12%
AFG
171
Albion Financial Group
Utah
$4.09M +$718K +12,529 +21%
Kayne Anderson Rudnick Investment Management
172
Kayne Anderson Rudnick Investment Management
California
$4.06M +$921K +16,063 +30%
SCM
173
Sterneck Capital Management
Missouri
$4.04M -$361K -6,303 -8%
TSBJ
174
Trevor, Stewart, Burton & Jacobsen
New York
$4.02M -$3.29M -57,319 -45%
PSUF
175
People's United Financial
Connecticut
$4.01M +$111K +1,930 +3%