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Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
1476
K.J. Harrison & Partners
Ontario, Canada
$566K +$584K +10,532 New
LCM
1477
Lee Capital Management
New York
$563K
BCM
1478
Boltwood Capital Management
California
$562K
FM
1479
Foster & Motley
Ohio
$560K -$18.8K -340 -3%
NB
1480
Northwest Bancshares
Pennsylvania
$560K +$578K +10,431 New
RIS
1481
Retirement Income Solutions
Michigan
$559K +$578K +10,420 New
ICM
1482
IMS Capital Management
Oregon
$557K -$47.6K -858 -8%
VA
1483
Valmark Advisers
Ohio
$556K +$574K +10,347 New
ACM
1484
Alethea Capital Management
Washington
$555K -$23.2K -419 -4%
CA
1485
Cortland Associates
Missouri
$555K +$40.5K +731 +8%
PP
1486
PagnatoKarp Partners
Virginia
$552K -$4.43K -80 -0.8%
FCAG
1487
First Capital Advisors Group
New Jersey
$548K -$54.7K -986 -9%
AACR
1488
ACR Alpine Capital Research
Missouri
$547K +$21K +378 +4%
LOAMS
1489
Lombard Odier Asset Management (Switzerland)
Switzerland
$542K
AI
1490
Accredited Investors
Minnesota
$542K +$7.37K +133 +1%
FPFS
1491
First Personal Financial Services
North Carolina
$542K +$31K +560 +6%
CCM
1492
Coldstream Capital Management
Washington
$540K -$1.99M -35,953 -78%
PFS
1493
Prospera Financial Services
Texas
$540K -$85K -1,533 -13%
VWM
1494
Venturi Wealth Management
Texas
$538K +$25.7K +464 +5%
SFM
1495
Signature Financial Management
Virginia
$535K -$229K -4,134 -29%
HCA
1496
Harbour Capital Advisors
Virginia
$531K -$149K -2,681 -21%
BBI
1497
Baxter Bros Inc
Connecticut
$529K +$46.2K +834 +9%
MWM
1498
Marietta Wealth Management
Georgia
$526K +$5.54K +100 +1%
JWA
1499
JFS Wealth Advisors
Pennsylvania
$525K -$69.7K -1,257 -11%
AWM
1500
Altium Wealth Management
New York
$523K +$536K +9,666 New