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Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
1301
MPS Loria Financial Planners
Illinois
$605K +$579K +13,106 New
BT
1302
Brandywine Trust
Delaware
$601K
HC
1303
Hourglass Capital
Texas
$601K
EA
1304
Elm Advisors
California
$600K
FC
1305
Forte Capital
New York
$599K -$19.4K -440 -3%
DA
1306
Dillon & Associates
Michigan
$597K -$133K -2,999 -18%
AB
1307
AT Bancorp
Iowa
$597K
NI
1308
NFC Investments
Tennessee
$593K
NERM
1309
New England Research & Management
Illinois
$592K +$4.42K +100 +0.8%
GCM
1310
Grisanti Capital Management
New York
$589K
SA
1311
SL Advisors
New Jersey
$588K -$13.7K -309 -2%
SFA
1312
Staton Financial Advisors
North Carolina
$588K
AWM
1313
Altavista Wealth Management
North Carolina
$587K +$49.9K +1,130 +9%
SIM
1314
SSI Investment Management
California
$581K -$10.6K -239 -2%
NCM
1315
Northside Capital Management
Oregon
$578K
GLA
1316
Good Life Advisors
Pennsylvania
$572K -$6.67K -151 -1%
KCP
1317
KDI Capital Partners
North Carolina
$570K -$976K -22,100 -64%
JFGIW
1318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$568K -$2.78M -62,959 -83%
HJGA
1319
Hardman Johnston Global Advisors
Connecticut
$568K
MCM
1320
MAI Capital Management
Ohio
$568K +$79K +1,788 +16%
Eagle Capital Management (New York)
1321
Eagle Capital Management (New York)
New York
$565K
HAIM
1322
Hunter Associates Investment Management
Pennsylvania
$563K +$26.5K +600 +5%
CIAS
1323
Capital Investment Advisory Services
North Carolina
$553K -$14.8K -335 -3%
DAM
1324
Doheny Asset Management
California
$552K -$129K -2,920 -19%
Parallax Volatility Advisers
1325
Parallax Volatility Advisers
California
$552K +$544K +12,311 New