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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
926
Level Four Advisory Services
Texas
$4.12M +$370K +8,469 +10%
WWM
927
Willingdon Wealth Management
North Carolina
$4.11M -$422K -9,662 -10%
MA
928
Marshwinds Advisory
Georgia
$4.1M -$269K -6,165 -6%
AIM
929
Anchor Investment Management
South Carolina
$4.08M +$322K +7,377 +9%
SI
930
SII Investments
Wisconsin
$4.08M -$1.66M -38,004 -30%
NDSI
931
Newman Dignan & Sheerar Inc
Rhode Island
$4.07M -$28.1K -645 -0.7%
OAM
932
Oak Asset Management
California
$4.04M +$3.82M +87,522 New
CT
933
Chicago Trust
Illinois
$4.03M -$564K -12,921 -13%
NIP
934
Nicholas Investment Partners
California
$4.02M -$548K -12,559 -13%
BA
935
Baugh & Associates
Georgia
$4M +$3.78M +86,611 New
SIG
936
Sky Investment Group
Connecticut
$3.98M -$12.8K -294 -0.3%
WIC
937
Woodmont Investment Counsel
Tennessee
$3.96M -$80.6K -1,847 -2%
BFIM
938
Beese Fulmer Investment Management
Ohio
$3.95M +$237K +5,422 +7%
ZAM
939
Zevin Asset Management
Massachusetts
$3.93M -$228K -5,218 -6%
HC
940
Hawkins Capital
Texas
$3.93M -$9.16M -210,000 -71%
BOC
941
Barbara Oil Co
Illinois
$3.92M – – –
PFS
942
Prospera Financial Services
Texas
$3.91M +$229K +5,255 +7%
WC
943
Whitnell & Co
Illinois
$3.91M -$27.6K -632 -0.7%
MCP
944
Mirador Capital Partners
California
$3.9M +$23.1K +529 +0.6%
PSF
945
Pacific Sun Financial
California
$3.9M +$3.68M +84,424 New
HFM
946
Hartford Financial Management
Connecticut
$3.89M -$3.93K -90 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
947
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.87M -$33.1M -757,899 -90%
RWA
948
Ropes Wealth Advisors
Massachusetts
$3.85M +$364K +8,346 +11%
CICI
949
Capital Investment Counsel Inc
North Carolina
$3.82M -$112K -2,567 -3%
PI
950
Pettee Investors
Connecticut
$3.82M +$144K +3,300 +4%