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Name Holding Trade Value Shares
Change
Change in
Stake
UBV
301
United Bank (Virginia)
Virginia
$609K +$7.83K +1,210 +1%
CCM
302
Catawba Capital Management
Virginia
$606K
JG
303
Jefferies Group
New York
$606K +$276K +42,690 +95%
RMC
304
Regis Management Company
California
$598K
AAM
305
Advisors Asset Management
Colorado
$576K -$78.1K -12,070 -13%
FFC
306
First Financial Corp
Indiana
$572K +$37.8K +5,850 +8%
AW
307
Alpha Windward
Massachusetts
$536K
CEP
308
Chicago Equity Partners
Illinois
$532K -$118K -18,250 -19%
LPL Financial
309
LPL Financial
California
$528K -$196K -30,290 -28%
RCM
310
Reynolds Capital Management
Nevada
$519K +$45.3K +7,000 +10%
JMPWA
311
JP Morgan Private Wealth Advisors
California
$517K +$108K +16,760 +29%
JIC
312
Johnson Investment Counsel
Ohio
$515K -$5.43K -840 -1%
AIM
313
abrdn Investment Management
United Kingdom
$510K +$3.3K +510 +0.7%
Wellington Management Group
314
Wellington Management Group
Massachusetts
$500K -$168K -25,940 -26%
CI
315
Constellation Investments
Ohio
$500K +$17.8K +2,750 +4%
CONA
316
Capital One National Association
New York
$497K +$235K +36,330 +102%
KT
317
Kanaly Trust
Texas
$489K +$11.8K +1,820 +3%
Toronto Dominion Bank
318
Toronto Dominion Bank
Ontario, Canada
$487K -$8.22K -1,270 -2%
GWM
319
Greenwich Wealth Management
Connecticut
$484K +$14.6K +2,250 +3%
NB
320
Norinchukin Bank
Japan
$477K +$43.1K +6,670 +11%
WTNA
321
Wilmington Trust National Association
Delaware
$474K -$166K -25,660 -27%
EVM
322
Eaton Vance Management
Massachusetts
$470K -$4.53K -700 -1%
DL
323
Delta Lloyd
Netherlands
$470K +$126K +19,530 +40%
SCM
324
Stux Capital Management
New York
$463K -$64.7K -10,000 -13%
AIP
325
Ameritas Investment Partners
Nebraska
$458K -$10.5K -1,620 -2%