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Name Holding Trade Value Shares
Change
Change in
Stake
NIC
1301
Northwest Investment Counselors
Oregon
$567K
AEPG
1302
American Economic Planning Group
New Jersey
$564K +$81.6K +1,495 +17%
PGIM
1303
Pacific Global Investment Management
California
$563K -$5.13K -94 -0.9%
LCM
1304
Lucas Capital Management
New Jersey
$561K
PFM
1305
Parsec Financial Management
North Carolina
$560K +$51.4K +943 +10%
TIM
1306
Tortoise Investment Management
New York
$559K +$67K +1,229 +14%
CAM
1307
Cubic Asset Management
Massachusetts
$556K
WSC
1308
Wellington Shields & Co
New York
$556K
BAM
1309
Burgundy Asset Management
Ontario, Canada
$555K
MA
1310
MCF Advisors
Kentucky
$554K -$58.6K -1,074 -10%
AIM
1311
Avity Investment Management
Connecticut
$552K -$30K -550 -5%
FDCC
1312
Foster Dykema Cabot & Co
Massachusetts
$549K +$62.3K +1,142 +13%
ALA
1313
Atherton Lane Advisers
California
$548K +$66.5K +1,219 +14%
HC
1314
Highmount Capital
New York
$539K
VIMU
1315
Veritas Investment Management (UK)
United Kingdom
$539K
KPCM
1316
Kings Point Capital Management
New York
$539K +$45.7K +838 +9%
HI
1317
Hendershot Investments
Virginia
$535K +$55 +1 +0%
CCM
1318
Carderock Capital Management
Maryland
$529K -$28.6K -524 -5%
TCM
1319
Telos Capital Management
California
$529K +$50.3K +922 +11%
CICI
1320
Capital Investment Counsel Inc
North Carolina
$527K -$28.6K -524 -5%
PMFA
1321
Plante Moran Financial Advisors
Michigan
$526K +$125K +2,284 +32%
KFA
1322
Kelleher Financial Advisors
New York
$524K
FWP
1323
FAS Wealth Partners
Kansas
$523K +$22K +404 +4%
GI
1324
Glovista Investments
New Jersey
$518K -$51.4K -943 -9%
WOC
1325
West Oak Capital
California
$516K -$11.5K -210 -2%