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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1501
Jacobus Wealth Management
Wisconsin
$260K +$63.4K +1,194 +28%
BOS
1502
Bank of Stockton
California
$259K -$11.2K -210 -4%
FBC
1503
Fairfield, Bush & Co
Connecticut
$257K -$760K -14,298 -72%
CIC
1504
Cornercap Investment Counsel
Georgia
$256K -$3.08K -58 -1%
AA
1505
Apriem Advisors
California
$255K -$14.8K -278 -5%
FPCP
1506
Fort Point Capital Partners
California
$254K -$33.1K -623 -10%
RPA
1507
Rock Point Advisors
Vermont
$254K -$1.97K -37 -0.7%
FWCM
1508
First Western Capital Management
California
$250K -$13.7K -258 -5%
HFS
1509
Haverford Financial Services
Pennsylvania
$249K +$797 +15 +0.3%
MIC
1510
Meridian Investment Counsel
California
$248K -$83.5K -1,572 -23%
PAS
1511
Partnervest Advisory Services
California
$248K +$280K +5,268 New
RCG
1512
Ruane, Cunniff & Goldfarb
New York
$247K +$11.7K +220 +4%
ANBT
1513
American National Bank & Trust
Texas
$245K +$19.1K +360 +7%
EDRE
1514
Edmond de Rothschild (Europe)
Luxembourg
$245K +$25K +471 +10%
SS
1515
Sunbelt Securities
Texas
$245K +$276K +5,196 New
PCM
1516
Pointe Capital Management
Michigan
$244K -$67.4K -1,269 -20%
SS
1517
Simplicity Solutions
Minnesota
$243K +$62.2K +1,171 +29%
MMG
1518
Monetary Management Group
Missouri
$242K -$65.7K -1,236 -19%
ANTB
1519
AMG National Trust Bank
Colorado
$242K +$956 +18 +0.4%
TCB
1520
Texas Capital Bancshares
Texas
$241K +$6.48K +122 +2%
IC
1521
InterOcean Capital
Illinois
$241K +$48.7K +917 +22%
DJSG
1522
D.J. St. Germain
Massachusetts
$240K +$28.8K +543 +12%
MCM
1523
Mengis Capital Management
Oregon
$239K +$27.9K +525 +12%
SIM
1524
Sadoff Investment Management
Wisconsin
$237K +$15.3K +288 +6%
CFA
1525
CT Financial Advisors
Pennsylvania
$236K – – –