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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1001
Halsey Associates
Connecticut
$1.11M
PJSIMP
1002
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.11M +$85.4K +637 +8%
WA
1003
WESPAC Advisors
California
$1.11M +$3.49K +26 +0.3%
KIA
1004
Kopp Investment Advisors
Minnesota
$1.1M
AIA
1005
AIMZ Investment Advisors
California
$1.1M -$7.78K -58 -0.7%
BO
1006
BRR OpCo
Ohio
$1.09M -$24.9K -186 -2%
MCM
1007
Maple Capital Management
Vermont
$1.09M +$74.7K +557 +7%
CCA
1008
Cobblestone Capital Advisors
New York
$1.09M +$113K +843 +11%
NAM
1009
Nichols Asset Management
Massachusetts
$1.09M
NERM
1010
New England Research & Management
Illinois
$1.09M +$450K +3,352 +66%
RP
1011
Rowlandmiller & Partners
Georgia
$1.09M +$5.9K +44 +0.5%
HCMNY
1012
Howard Capital Management (New York)
New York
$1.07M
GHA
1013
GW Henssler & Associates
Georgia
$1.06M -$91.1K -679 -8%
ACS
1014
Archford Capital Strategies
Illinois
$1.06M -$234K -1,741 -17%
LOAMS
1015
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.06M -$268K -1,997 -20%
SCA
1016
Stonebridge Capital Advisors
Minnesota
$1.05M -$273K -2,032 -20%
GSBTD
1017
Glenview State Bank Trust Department
Illinois
$1.04M
LWM
1018
Lyons Wealth Management
Florida
$1.04M -$63K -470 -6%
ICAS
1019
Investors Capital Advisory Services
Massachusetts
$1.04M +$1.88K +14 +0.2%
SAM
1020
Security Asset Management
New York
$1.04M
PAM
1021
Peak Asset Management
Colorado
$1.04M +$1.08M +8,049 New
WS
1022
Wedbush Securities
California
$1.03M -$138K -1,027 -11%
CCMD
1023
Cypress Capital Management (Delaware)
Delaware
$1.03M -$144K -1,077 -12%
CIP
1024
Convergence Investment Partners
Florida
$1.03M -$3.39M -25,269 -76%
DG
1025
Davidson & Garrard
Virginia
$1.03M -$8.05K -60 -0.7%