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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1301
Progressive Investment Management
Oregon
$636K -$5.74M -101,398 -90%
PAWC
1302
P.A.W. Capital
Connecticut
$632K -$11.9K -210 -2%
AAP
1303
Ardsley Advisory Partners
Connecticut
$632K
SKK
1304
Shepherd Kaplan Krochuk
Massachusetts
$628K
CB
1305
Cooke & Bieler
Pennsylvania
$627K
FWM
1306
Focused Wealth Management
New York
$626K +$14.4K +255 +2%
WPP
1307
Whalerock Point Partners
Rhode Island
$624K -$11.9K -210 -2%
LGC
1308
Laurel Grove Capital
California
$623K
CPS
1309
Counsel Portfolio Services
Ontario, Canada
$621K -$243K -4,297 -28%
DIP
1310
DT Investment Partners
Pennsylvania
$620K +$32.7K +578 +5%
WA
1311
Wealth Architects
California
$618K +$15.3K +270 +2%
FAM
1312
Fred Alger Management
New York
$615K -$6.98M -123,338 -92%
AIA
1313
AIMZ Investment Advisors
California
$615K +$41.6K +734 +7%
AB
1314
AT Bancorp
Iowa
$613K -$22.7K -401 -3%
ATC
1315
Adirondack Trust Company
New York
$611K +$13.3K +235 +2%
SC
1316
Schulhoff & Co
Ohio
$609K
CL
1317
Choreo LLC
Illinois
$609K +$21.7K +384 +4%
EWM
1318
Endurance Wealth Management
Rhode Island
$607K -$1.43M -25,205 -69%
ADBIC
1319
A.D. Beadell Investment Counsel
Wisconsin
$605K -$59.3K -1,048 -9%
PFM
1320
Parsec Financial Management
North Carolina
$602K -$53.6K -946 -8%
FBB
1321
Fulton Breakefield Broenniman
Maryland
$602K +$18.7K +331 +3%
CAM
1322
Cubic Asset Management
Massachusetts
$601K +$56.5K +997 +10%
TCM
1323
Telos Capital Management
California
$598K +$46K +812 +8%
LCM
1324
Landscape Capital Management
New Jersey
$598K +$617K +10,899 New
TFF
1325
The Family Firm
Maryland
$597K +$6.79K +120 +1%