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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
1351
O'Shaughnessy Asset Management
Connecticut
$603K -$18.3K -107 -3%
JWBC
1352
J.W. Burns & Co
New York
$603K +$2.73K +16 +0.4%
PWM
1353
Paulson Wealth Management
Illinois
$602K -$16.2K -95 -3%
KFA
1354
Kabarec Financial Advisors
Illinois
$602K +$24.4K +143 +4%
JCM
1355
Janney Capital Management
Pennsylvania
$600K -$13.1M -76,870 -95%
Kovitz Investment Group Partners
1356
Kovitz Investment Group Partners
Illinois
$600K -$140K -819 -18%
MCTIC
1357
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$600K – – –
LPC
1358
Loeb Partners Corp
New York
$600K +$623K +3,648 New
DC
1359
DeDora Capital
California
$596K +$1.2K +7 +0.2%
ATC
1360
Adirondack Trust Company
New York
$595K +$34.6K +203 +6%
NP
1361
NorthRock Partners
Minnesota
$594K +$25.3K +148 +4%
CA
1362
Calton & Associates
Florida
$592K +$167K +980 +40%
AWCI
1363
Alpine Woods Capital Investors
New York
$590K – – –
Fuller & Thaler Asset Management
1364
Fuller & Thaler Asset Management
California
$590K – – –
RTS
1365
Round Table Services
New Jersey
$590K +$3.41K +20 +0.6%
IWA
1366
Inspirion Wealth Advisors
Illinois
$590K +$20.5K +120 +3%
RMAM
1367
Raab & Moskowitz Asset Management
New Jersey
$590K +$21K +123 +4%
EWM
1368
Endurance Wealth Management
Rhode Island
$588K – – –
CWM
1369
Chesapeake Wealth Management
Virginia
$587K – – –
WPP
1370
Whalerock Point Partners
Rhode Island
$584K -$171K -1,004 -22%
CRIG
1371
Charter Research & Investment Group
Connecticut
$581K – – –
BFA
1372
Beaumont Financial Advisors
Massachusetts
$580K +$58K +340 +11%
CNC
1373
Citizens & Northern Corp
Pennsylvania
$576K -$1.2K -7 -0.2%
DI
1374
Diligent Investors
California
$575K +$39.8K +233 +7%
FHB
1375
First Hawaiian Bank
Hawaii
$574K +$240K +1,406 +67%