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Name Holding Trade Value Shares
Change
Change in
Stake
SNT
801
Security National Trust
West Virginia
$2.63M -$59.4K -390 -2%
PC
802
Palo Capital
California
$2.62M +$339K +2,226 +16%
QOP
803
Quinn Opportunity Partners
Virginia
$2.61M
KFA
804
Kays Financial Advisory
Georgia
$2.58M +$347K +2,278 +16%
CCM
805
Covington Capital Management
California
$2.58M -$11.7K -77 -0.5%
ZAM
806
Zevin Asset Management
Massachusetts
$2.58M +$260K +1,710 +12%
CL
807
Choreo LLC
Illinois
$2.58M +$544K +3,572 +28%
FM
808
Foster & Motley
Ohio
$2.57M +$144K +945 +6%
TSW
809
Thompson Siegel & Walmsley
Virginia
$2.57M -$75.6K -496 -3%
SCA
810
Stonebridge Capital Advisors
Minnesota
$2.57M +$101K +665 +4%
PCTC
811
Perkins Coie Trust Company
Washington
$2.56M -$84.7K -556 -3%
BP
812
BBR Partners
New York
$2.56M +$30.2K +198 +1%
LFAS
813
Level Four Advisory Services
Texas
$2.55M +$2.45M +16,077 New
IP
814
Intellectus Partners
California
$2.54M +$2.44M +16,026 New
WFMPM
815
Woodley Farra Manion Portfolio Management
Indiana
$2.54M +$2.44M +16,014 New
HCM
816
Howland Capital Management
Massachusetts
$2.54M +$190K +1,248 +8%
MIM
817
Marco Investment Management
Georgia
$2.52M
LIM
818
Loudon Investment Management
New Hampshire
$2.52M +$914 +6 +0%
WC
819
Whitnell & Co
Illinois
$2.52M -$129K -844 -5%
FFWA
820
FRG Family Wealth Advisors
Washington
$2.5M -$147K -967 -6%
LCOV
821
London Company of Virginia
Virginia
$2.49M -$21K -138 -0.9%
NEI
822
Northwest & Ethical Investments
Ontario, Canada
$2.49M +$1.54M +10,096 +180%
CCM
823
Coldstream Capital Management
Washington
$2.49M +$1.51M +9,918 +172%
LGC
824
Laurel Grove Capital
California
$2.48M -$79.5K -522 -3%
AP
825
Advisor Partners
California
$2.48M +$70.8K +465 +3%