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Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1301
Buffington Mohr McNeal
Idaho
$840K +$317K +2,064 +61%
SC
1302
Searle & Co
Connecticut
$836K +$27K +176 +3%
NG
1303
NatWest Group
United Kingdom
$833K – – –
WCM
1304
Windward Capital Management
California
$833K +$181K +1,181 +28%
GD
1305
Grandfield & Dodd
New York
$832K – – –
BFM
1306
Boothbay Fund Management
New York
$832K +$832K +5,424 New
MCM
1307
Maple Capital Management
Vermont
$829K -$2.3K -15 -0.3%
SWA
1308
Sutton Wealth Advisors
Florida
$829K +$3.22K +21 +0.4%
CPIG
1309
Chicago Partners Investment Group
Illinois
$828K +$884K +5,760 New
WA
1310
Waverly Advisors
Alabama
$827K +$35K +228 +4%
FP
1311
Foundry Partners
Minnesota
$824K -$717K -4,675 -47%
WI
1312
Wedgewood Investors
Pennsylvania
$824K – – –
1GA
1313
1st Global Advisors
Texas
$820K +$58.4K +381 +8%
UBWV
1314
United Bank (West Virginia)
West Virginia
$816K +$61.4K +400 +8%
OIA
1315
OneDigital Investment Advisors
Kansas
$816K +$816K +5,317 New
CT
1316
Chicago Trust
Illinois
$814K -$49.4K -322 -6%
FAM
1317
Fortaleza Asset Management
Illinois
$813K – – –
LA
1318
Lynch & Associates
Indiana
$813K – – –
IDBONY
1319
Israel Discount Bank of New York
New York
$810K -$235K -1,535 -23%
CA
1320
Callahan Advisors
Texas
$804K +$69.5K +453 +9%
WI
1321
Wintrust Investments
Illinois
$803K +$33.9K +221 +4%
FNFDCM
1322
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$799K -$5.83K -38 -0.7%
BTIS
1323
BB&T Investment Services
North Carolina
$799K +$89.7K +585 +13%
SMH
1324
Sanders Morris Harris
Texas
$798K +$11.4K +74 +1%
CS
1325
Cannell & Spears
New York
$787K – – –