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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1001
Halsey Associates
Connecticut
$1.02M
TCOT
1002
Trust Company of Toledo
Ohio
$1.02M -$36.8K -299 -3%
NFG
1003
Next Financial Group
Texas
$1.02M -$10.2K -83 -1%
KIA
1004
Kopp Investment Advisors
Minnesota
$1.01M -$5.9K -48 -0.6%
AIA
1005
AIMZ Investment Advisors
California
$1.01M +$123 +1 +0%
TCOTO
1006
Trust Company of the Ozarks
Missouri
$1.01M -$27.2K -221 -3%
PAM
1007
Peak Asset Management
Colorado
$1M +$48K +390 +5%
BO
1008
BRR OpCo
Ohio
$998K -$8.12K -66 -0.8%
NERM
1009
New England Research & Management
Illinois
$998K
PWAP
1010
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$981K -$94.7K -770 -9%
MAM
1011
Mizuho Asset Management
Japan
$981K +$165K +1,339 +19%
GHA
1012
GW Henssler & Associates
Georgia
$977K +$123 +1 +0%
RHBC
1013
R.H. Bluestein & Co
Michigan
$970K -$335K -2,721 -25%
SCA
1014
Stonebridge Capital Advisors
Minnesota
$969K +$246 +2 +0%
ICAS
1015
Investors Capital Advisory Services
Massachusetts
$969K +$14.9K +121 +2%
BST
1016
Bath Savings Trust
Maine
$969K +$34.3K +279 +4%
GSBTD
1017
Glenview State Bank Trust Department
Illinois
$958K
WFG
1018
Windsor Financial Group
Minnesota
$958K +$41.1K +334 +4%
HCMNY
1019
Howard Capital Management (New York)
New York
$956K -$25.7K -209 -3%
SAM
1020
Security Asset Management
New York
$954K
CIP
1021
Convergence Investment Partners
Florida
$953K +$9.1K +74 +0.9%
Victory Capital Management
1022
Victory Capital Management
Texas
$951K +$121K +985 +14%
DG
1023
Davidson & Garrard
Virginia
$946K +$2.83K +23 +0.3%
FIM
1024
Freedom Investment Management
Connecticut
$941K +$15.4M +124,889 +1,578%
RP
1025
Rowlandmiller & Partners
Georgia
$931K -$57.1K -464 -6%