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Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
1201
Amica Retiree Medical Trust
Rhode Island
$987K – – –
TFS
1202
TrustCore Financial Services
Tennessee
$987K +$989K +21,505 New
SCM
1203
Schnieders Capital Management
California
$983K +$16.9K +368 +2%
KC
1204
Kingfisher Capital
North Carolina
$979K -$52K -1,132 -5%
B
1205
Brightworth
Georgia
$979K +$115K +2,494 +13%
PP
1206
Paloma Partners
Connecticut
$973K +$226K +4,907 +30%
CAM
1207
Carret Asset Management
New York
$971K +$21.4K +465 +2%
ECM
1208
EagleClaw Capital Management
Massachusetts
$971K +$43.7K +950 +5%
MFWM
1209
Motley Fool Wealth Management
Virginia
$970K -$5.42K -118 -0.6%
AWM
1210
Avior Wealth Management
Nebraska
$969K +$697K +15,169 +254%
WPA
1211
West Paces Advisors
Georgia
$967K -$20.4K -443 -2%
BCM
1212
Blume Capital Management
California
$966K – – –
FFBTD
1213
First Financial Bank - Trust Division
Ohio
$961K -$44.5K -969 -4%
AAM
1214
Ascension Asset Management
New York
$961K +$963K +20,950 New
LKIM
1215
Lawson Kroeker Investment Management
Nebraska
$950K -$57.5K -1,250 -6%
IWM
1216
IHT Wealth Management
Illinois
$947K +$193K +4,189 +26%
UAS
1217
United Asset Strategies
New York
$945K -$83.9K -1,826 -8%
GSBTD
1218
Glenview State Bank Trust Department
Illinois
$943K -$13.8K -300 -1%
FWM
1219
Focused Wealth Management
New York
$940K +$322K +7,009 +52%
AFG
1220
Albion Financial Group
Utah
$939K -$51.3K -1,115 -5%
BPB
1221
Badgley, Phelps & Bell
Washington
$939K +$391K +8,508 +71%
AAM
1222
Autus Asset Management
Arizona
$933K -$5.98K -130 -0.6%
PIA
1223
Peachtree Investment Advisors
Georgia
$927K -$12K -260 -1%
HF
1224
HRT Financial
New York
$925K +$927K +20,162 New
SMC
1225
Smith, Moore & Co
Missouri
$924K +$114K +2,483 +14%
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