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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1026
Perigon Wealth Management
California
$1.47M
HFM
1027
Hartford Financial Management
Connecticut
$1.47M
WF
1028
WealthTrust Fairport
Ohio
$1.46M +$20K +367 +1%
MPA
1029
Marvin & Palmer Associates
Delaware
$1.46M +$1.44M +26,480 New
OCG
1030
Opus Capital Group
Ohio
$1.46M -$13.6K -249 -0.9%
BHBT
1031
Burke & Herbert Bank & Trust
Virginia
$1.45M +$16.9K +309 +1%
BT
1032
Bankers Trust
Iowa
$1.45M +$4.86K +89 +0.3%
UF
1033
Univest Financial
Pennsylvania
$1.44M -$18.7K -342 -1%
P
1034
Pitcairn
Pennsylvania
$1.44M -$163K -2,992 -10%
LA
1035
Lau Associates
Delaware
$1.43M
QIM
1036
Quest Investment Management
Oregon
$1.43M +$35.2K +645 +3%
CIP
1037
Convergence Investment Partners
Florida
$1.43M +$35.5K +650 +3%
IPC
1038
Independent Portfolio Consultants
Florida
$1.42M +$119K +2,174 +9%
SFU
1039
Stonehage Fleming (UK)
United Kingdom
$1.41M -$371K -6,793 -21%
PTC
1040
Philadelphia Trust Company
Pennsylvania
$1.41M +$24.3K +445 +2%
PWW
1041
Pettyjohn Wood & White
Virginia
$1.4M -$38.3K -702 -3%
MBT
1042
Monroe Bank & Trust
Michigan
$1.4M -$5.84K -107 -0.4%
GA
1043
Geneva Advisors
Illinois
$1.39M +$178K +3,265 +15%
PIA
1044
Piedmont Investment Advisors
North Carolina
$1.39M -$4.2K -77 -0.3%
SWM
1045
SVA Wealth Management
Wisconsin
$1.39M +$80.8K +1,481 +6%
BCMO
1046
Buckingham Capital Management (Ohio)
Ohio
$1.39M +$174K +3,188 +15%
FFC
1047
First Financial Corp
Indiana
$1.39M -$3.16K -58 -0.2%
SRC
1048
Shufro Rose & Co
New York
$1.38M -$142K -2,607 -9%
SFS
1049
Strategic Financial Services
New York
$1.38M +$6.22K +114 +0.5%
HL
1050
HeadInvest LLC
Maine
$1.36M +$164 +3 +0%