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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1226
GHP Investment Advisors
Colorado
$514K – – –
IWC
1227
Integrated Wealth Counsel
California
$514K – – –
DT
1228
Diversified Trust
Tennessee
$509K – – –
KCM
1229
Karp Capital Management
California
$508K +$10.9K +81 +2%
BDF
1230
Balasa Dinverno & Foltz
$505K -$159K -1,183 -23%
EIM
1231
Emerson Investment Management
Massachusetts
$503K -$8.05K -60 -2%
EM
1232
Excalibur Management
Massachusetts
$503K +$25.8K +192 +5%
NCM
1233
Northroad Capital Management
New York
$501K -$42.2K -315 -8%
BEAM
1234
Baker Ellis Asset Management
Washington
$500K – – –
LA
1235
Lucus Advisors
New York
$497K +$180K +1,343 +54%
CG
1236
Caprock Group
Idaho
$497K +$517K +3,855 New
RWA
1237
River Wealth Advisors
Pennsylvania
$494K -$68K -507 -12%
BSB
1238
Bangor Savings Bank
Maine
$494K -$66.9K -499 -12%
AIM
1239
Allen Investment Management
New York
$494K – – –
HA
1240
Hamel Associates
New Jersey
$494K – – –
CCA
1241
Conestoga Capital Advisors
Pennsylvania
$493K – – –
SC
1242
Searle & Co
Connecticut
$493K – – –
CNC
1243
Citizens & Northern Corp
Pennsylvania
$492K +$5.37K +40 +1%
MRCM
1244
M&R Capital Management
New Jersey
$487K – – –
EFSCE
1245
Enterprise Financial Services Corp (EFSC)
Missouri
$485K -$33.7K -251 -6%
FAM
1246
Formidable Asset Management
Ohio
$484K – – –
HHGA
1247
Halbert Hargrove Global Advisors
California
$480K -$30.7K -229 -6%
CK
1248
Carnick & Kubik
Colorado
$477K -$2.41K -18 -0.5%
TCM
1249
Telos Capital Management
California
$476K -$160K -1,196 -24%
SCM
1250
SOL Capital Management
Maryland
$472K – – –