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Name Holding Trade Value Shares
Change
Change in
Stake
CMANY
1226
Capital Management Associates (New York)
New York
$745K -$41.4K -239 -5%
PL
1227
Perpetual Ltd
Australia
$740K
SC
1228
Searle & Co
Connecticut
$738K +$3.47K +20 +0.5%
CPO
1229
Cerity Partners OCIO
New York
$736K +$47K +271 +7%
RTS
1230
Round Table Services
New Jersey
$729K +$2.08K +12 +0.3%
HCM
1231
Hengehold Capital Management
Ohio
$729K +$25.8K +149 +4%
AWA
1232
Arete Wealth Advisors
Illinois
$728K +$49.9K +288 +7%
WPA
1233
Winning Points Advisors
Florida
$722K +$41.4K +239 +6%
TIM
1234
Tortoise Investment Management
New York
$718K +$477K +2,751 +206%
CHAM
1235
Clear Harbor Asset Management
Connecticut
$716K
GWM
1236
GSB Wealth Management
Connecticut
$714K
SA
1237
SRH Advisors
Kansas
$714K
FDCC
1238
Foster Dykema Cabot & Co
Massachusetts
$707K
BFG
1239
Barber Financial Group
Kansas
$707K +$216K +1,247 +45%
RA
1240
Rational Advisors
New York
$703K -$1.28M -7,387 -65%
RVM
1241
Robinson Value Management
Texas
$703K
MSTVIM
1242
Messner & Smith Theme Value Investment Management
California
$701K -$16.5K -95 -2%
SFG
1243
Summit Financial Group
West Virginia
$694K +$76.8K +443 +13%
FMLI
1244
Fukoku Mutual Life Insurance
Japan
$693K -$20.6K -119 -3%
RMAM
1245
Raab & Moskowitz Asset Management
New Jersey
$687K +$7.97K +46 +1%
GHA
1246
Garcia Hamilton & Associates
Texas
$686K -$798K -4,607 -54%
ITIM
1247
Indiana Trust & Investment Management
Indiana
$684K
ATC
1248
Adirondack Trust Company
New York
$684K +$2.08K +12 +0.3%
ARMT
1249
Amica Retiree Medical Trust
Rhode Island
$683K -$153K -881 -18%
JFA
1250
JNBA Financial Advisors
Minnesota
$682K +$693 +4 +0.1%