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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1026
Essex Financial Services
Connecticut
$1.6M -$119K -689 -7%
FM
1027
Forward Management
California
$1.59M -$339K -1,967 -18%
WA
1028
Winfield Associates
Ohio
$1.58M – – –
NBG
1029
Nancy B. Gardiner
$1.58M -$8.61K -50 -0.6%
CBU
1030
CIBC Bank USA
Illinois
$1.57M +$149K +865 +11%
SSW
1031
Smith Shellnut Wilson
Mississippi
$1.57M +$1.54M +8,940 New
RIM
1032
Regent Investment Management
Kentucky
$1.56M -$51.5K -299 -3%
AI
1033
Accredited Investors
Minnesota
$1.55M -$148K -859 -9%
PI
1034
Putnam Investments
Massachusetts
$1.54M +$127K +740 +9%
AWM
1035
Avior Wealth Management
Nebraska
$1.53M -$27.6K -160 -2%
CBTWT
1036
Community Bank & Trust (Waco, Texas)
Texas
$1.53M +$118K +687 +9%
IA
1037
IFG Advisory
Georgia
$1.52M -$38.2K -222 -3%
1IA
1038
1834 Investment Advisors
Wisconsin
$1.51M +$17.4K +101 +1%
SC
1039
Savant Capital
Illinois
$1.5M +$219K +1,271 +18%
FI
1040
FormulaFolio Investments
Michigan
$1.5M +$756K +4,387 +106%
RPC
1041
Rossmore Private Capital
Connecticut
$1.49M +$1.46M +8,481 New
VLC
1042
Van Leeuwen & Company
New Jersey
$1.49M +$1.46M +8,464 New
NCM
1043
Neumann Capital Management
California
$1.49M – – –
SAM
1044
Security Asset Management
New York
$1.49M +$41.3K +240 +3%
MBT
1045
Montecito Bank & Trust
California
$1.49M +$76.5K +444 +6%
ZB
1046
Zions Bancorporation
Utah
$1.48M -$216K -1,256 -13%
MCM
1047
Maple Capital Management
Vermont
$1.48M -$46.9K -272 -3%
P
1048
Pitcairn
Pennsylvania
$1.46M -$79.8K -463 -5%
BPB
1049
Badgley, Phelps & Bell
Washington
$1.46M -$117K -679 -8%
BG
1050
Bollard Group
Massachusetts
$1.46M +$639K +3,707 +81%