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Name Holding Trade Value Shares
Change
Change in
Stake
TRIM
1251
Thompson Rubinstein Investment Management
Oregon
$773K -$33.8K -602 -4%
PSI
1252
Pinnacle Summer Investments
Virginia
$769K -$1.05M -18,757 -57%
BDF
1253
Balasa Dinverno & Foltz
$767K -$107K -1,910 -12%
BC
1254
Burney Company
Virginia
$764K -$15.1K -270 -2%
MSU
1255
Mizuho Securities USA
New York
$760K -$4.35M -77,638 -85%
ST
1256
Semper Trust
Pennsylvania
$758K -$111K -1,986 -12%
RWA
1257
Ropes Wealth Advisors
Massachusetts
$749K +$33.8K +602 +5%
IT
1258
Independence Trust
Tennessee
$747K -$110K -1,960 -12%
TFF
1259
The Family Firm
Maryland
$739K +$152K +2,713 +25%
PIA
1260
Peachtree Investment Advisors
Georgia
$730K -$5.1K -91 -0.7%
NIMI
1261
Natixis Investment Managers International
France
$729K -$46.4K -827 -6%
SWK
1262
Stephen W. Kidder
$727K
GWM
1263
Gupta Wealth Management
California
$724K +$162K +2,894 +28%
GIA
1264
GHP Investment Advisors
Colorado
$720K +$255K +4,546 +53%
BIAS
1265
Beacon Investment Advisory Services
New Jersey
$720K +$744K +13,262 New
OCG
1266
Opus Capital Group
Ohio
$719K -$523K -9,317 -41%
FMW
1267
Farr Miller & Washington
District of Columbia
$715K -$125K -2,229 -14%
JWA
1268
JFS Wealth Advisors
Pennsylvania
$713K
ANB
1269
Amarillo National Bank
Texas
$712K
PAM
1270
Peak Asset Management
Colorado
$711K -$263K -4,686 -26%
DSN
1271
D. Scott Neal
Kentucky
$711K
GCM
1272
Grisanti Capital Management
New York
$710K -$105K -1,875 -13%
BIM
1273
Barton Investment Management
Pennsylvania
$707K
FC
1274
Fayerweather Charles
$706K -$11.8K -210 -2%
GLI
1275
Guardian Life Insurance
New York
$705K -$1.96K -35 -0.3%