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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
1501
Genesis Wealth Advisors
Massachusetts
$322K +$321K +5,765 New
I2I
1502
Insight 2811 Inc
Illinois
$320K -$62.3K -1,119 -16%
HFS
1503
Haverford Financial Services
Pennsylvania
$319K -$80.8K -1,450 -20%
Edgewood Management
1504
Edgewood Management
Connecticut
$318K
VNA
1505
Valley National Advisers
Pennsylvania
$318K +$370K +6,649 New
WCM
1506
Weatherstone Capital Management
Colorado
$316K +$76.6K +1,375 +31%
IIM
1507
Ironwood Investment Management
Massachusetts
$314K
AIC
1508
Atlantic Investment Company
Georgia
$314K +$323K +5,801 New
TCCM
1509
Timber Creek Capital Management
Massachusetts
$313K
SIMM
1510
Stillwater Investment Management (Minnesota)
Minnesota
$311K +$3.73K +67 +1%
DFIM
1511
Detwiler Fenton Investment Management
Massachusetts
$310K +$26.7K +479 +9%
PSC
1512
Prentiss Smith & Co
Vermont
$309K +$8.41K +151 +3%
AIM
1513
Acuity Investment Management
Ontario, Canada
$307K +$5.85K +105 +2%
SCM
1514
Snow Capital Management
Pennsylvania
$305K
RPA
1515
Rock Point Advisors
Vermont
$305K +$1.28K +23 +0.4%
LBC
1516
Lawrence B. Cohen
$305K +$6.13K +110 +2%
Jane Street
1517
Jane Street
New York
$304K -$212K -3,812 -40%
WCM
1518
Windsor Capital Management
Arizona
$304K +$2.56K +46 +0.8%
AWM
1519
AllSquare Wealth Management
New York
$304K +$313K +5,609 New
SCA
1520
Salient Capital Advisors
Texas
$302K +$12.5K +225 +4%
HCA
1521
Hillview Capital Advisors
Pennsylvania
$302K +$311K +5,575 New
BRA
1522
Bender Robert & Associates
California
$298K +$12.3K +220 +4%
TFO
1523
Tarbox Family Office
California
$297K -$1.04M -18,738 -77%
CIC
1524
Cornercap Investment Counsel
Georgia
$297K -$4.68K -84 -2%
NCM
1525
Novare Capital Management
North Carolina
$295K -$1.89K -34 -0.6%