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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1551
First Personal Financial Services
North Carolina
$432K -$23.4K -399 -5%
CBA
1552
Coastal Bridge Advisors
Connecticut
$432K +$2.52K +43 +0.6%
SAA
1553
Southeast Asset Advisors
Georgia
$431K +$878 +15 +0.2%
MSTVIM
1554
Messner & Smith Theme Value Investment Management
California
$431K +$449K +7,677 New
SFS
1555
Summit Financial Strategies
Ohio
$429K -$39.9K -681 -8%
BLAM
1556
Bourne Lent Asset Management
New York
$429K +$49.1K +839 +12%
BFPW
1557
BOK Financial Private Wealth
Colorado
$428K -$48K -820 -10%
BHTS
1558
Bar Harbor Trust Services
Maine
$427K +$15.3K +262 +4%
BRM
1559
Boston Research & Management
Massachusetts
$426K
CA
1560
Corrado Advisors
New Jersey
$426K +$73.3K +1,252 +20%
PAS
1561
Partnervest Advisory Services
California
$426K +$98.8K +1,689 +29%
SQA
1562
Simon Quick Advisors
New Jersey
$426K +$444K +7,582 New
AWCI
1563
Alpine Woods Capital Investors
New York
$424K -$18.4K -314 -4%
BCM
1564
Bluefin Capital Management
New York
$420K -$311K -5,317 -42%
PL
1565
Parkwood LLC
Ohio
$417K +$161K +2,748 +59%
VIMU
1566
Veritas Investment Management (UK)
United Kingdom
$416K
HFS
1567
Haverford Financial Services
Pennsylvania
$416K +$117 +2 +0%
BRA
1568
Bender Robert & Associates
California
$414K +$2.05K +35 +0.5%
SIM
1569
SSI Investment Management
California
$412K -$702 -12 -0.2%
BOS
1570
Bingham Osborn & Scarborough
California
$412K +$15.2K +260 +4%
DTL
1571
Dynamic Technology Lab
Singapore
$412K +$429K +7,336 New
EML
1572
Eos Management LP
New York
$411K
KLI
1573
Kelman-Lazarov Inc
Tennessee
$410K
KFA
1574
Kelleher Financial Advisors
New York
$407K
GI
1575
Glovista Investments
New Jersey
$406K