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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1351
Oakworth Capital
Alabama
$440K
GI
1352
Glovista Investments
New Jersey
$437K
SFSIG
1353
San Francisco Sentry Investment Group
California
$434K -$61.5K -1,158 -11%
FDCC
1354
Foster Dykema Cabot & Co
Massachusetts
$434K
SHJ
1355
Sharkey, Howes & Javer
Colorado
$434K +$9.08K +171 +2%
BOS
1356
Bingham Osborn & Scarborough
California
$432K -$5.9K -111 -1%
BRM
1357
Boston Research & Management
Massachusetts
$432K +$55.7K +1,048 +13%
CPA
1358
Capital Planning Advisors
California
$429K +$49K +923 +11%
HW
1359
Hancock Whitney
Mississippi
$428K -$956K -17,988 -66%
SRC
1360
Shufro Rose & Co
New York
$427K +$2.23K +42 +0.5%
GC
1361
Grimes & Company
Massachusetts
$427K +$41.4K +780 +9%
BOIA
1362
Bush ODonnell Investment Advisors
Missouri
$423K -$93.7K -1,763 -16%
CCM
1363
Carderock Capital Management
Maryland
$422K -$13.9K -262 -3%
MKC
1364
M. Kraus & Co
Vermont
$421K
CCA
1365
Conestoga Capital Advisors
Pennsylvania
$420K
PCA
1366
Private Capital Advisors
Connecticut
$420K
S
1367
SignatureFD
Georgia
$420K +$117K +2,199 +33%
AWA
1368
ARS Wealth Advisors
Florida
$408K -$7.28K -137 -2%
AP
1369
Atwood & Palmer
Missouri
$405K
KFA
1370
Kelleher Financial Advisors
New York
$405K +$6.16K +116 +1%
HAG
1371
HighPoint Advisor Group
Illinois
$405K +$456K +8,593 New
JMH
1372
J.M. Hartwell
New York
$404K
KA
1373
Klingman & Associates
New York
$403K +$251K +4,716 +122%
EM
1374
Emancipation Management
New York
$402K
UAS
1375
United Asset Strategies
New York
$400K +$137K +2,587 +44%