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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1101
Court Place Advisors
Maryland
$1.05M +$2.67K +63 +0.3%
SWM
1102
Segment Wealth Management
Texas
$1.05M +$2.42K +57 +0.2%
CL
1103
Choreo LLC
Illinois
$1.05M +$90.1K +2,123 +10%
JIC
1104
Joel Isaacson & Co
New York
$1.04M -$3.06K -72 -0.3%
ANI
1105
American National Insurance
Texas
$1.04M – – –
SC
1106
Savant Capital
Illinois
$1.04M +$116K +2,727 +13%
AFG
1107
Albion Financial Group
Utah
$1.04M -$170 -4 -0%
NSIM
1108
North Star Investment Management
Illinois
$1.04M +$18.5K +435 +2%
BCM
1109
Blume Capital Management
California
$1.04M -$8.49K -200 -0.8%
ARMT
1110
Amica Retiree Medical Trust
Rhode Island
$1.03M – – –
DBT
1111
Dubuque Bank & Trust
Iowa
$1.03M +$13.3K +313 +1%
KTC
1112
Kistler-Tiffany Companies
Pennsylvania
$1.02M -$8.23K -194 -0.8%
YP
1113
Yellowstone Partners
Idaho
$1.02M +$76.3K +1,798 +8%
CCS
1114
Crosspoint Capital Strategies
California
$1.02M +$136K +3,215 +15%
KS
1115
Karpas Strategies
Connecticut
$1.02M – – –
AI
1116
Atria Investments
North Carolina
$1.01M +$102K +2,393 +11%
OMC
1117
Overbrook Management Corp
New York
$1M – – –
SFPIA
1118
Stevens First Principles Investment Advisors
California
$1M -$142K -3,335 -13%
NCM
1119
Noesis Capital Mangement
Florida
$997K – – –
SI
1120
SII Investments
Wisconsin
$995K -$417K -9,818 -30%
LPT
1121
Legacy Private Trust
Wisconsin
$993K +$42.4K +1,000 +5%
GHAM
1122
Gilman Hill Asset Management
Connecticut
$990K +$18.5K +437 +2%
DLHL
1123
Donald L. Hagan LLC
Florida
$989K +$88.2K +2,078 +10%
QCG
1124
Quadrant Capital Group
Ohio
$986K +$243K +5,737 +33%
PCA
1125
Peddock Capital Advisors
Massachusetts
$984K -$1.36K -32 -0.1%
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