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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1751
Continuum Advisory
Idaho
$253K +$26.1K +430 +12%
TI
1752
Truepoint Inc
Ohio
$252K -$17.9K -296 -7%
VCM
1753
Vivaldi Capital Management
Illinois
$252K +$250K +4,128 +103,200%
CCM
1754
Carlson Capital Management
Minnesota
$251K +$25.8K +425 +12%
IC
1755
InterOcean Capital
Illinois
$251K +$29.2K +482 +13%
BMC
1756
Benin Management Corp
Connecticut
$249K +$61 +1 +0%
HCM
1757
HM Capital Management
Missouri
$249K +$3.52K +58 +1%
CPA
1758
Clear Perspective Advisors
Illinois
$248K -$55.1K -909 -18%
BIM
1759
Bridgecreek Investment Management
Oklahoma
$248K – – –
EBSAM
1760
Eubel Brady & Suttman Asset Management
Ohio
$245K -$5.03K -83 -2%
PHAM
1761
Palisades Hudson Asset Management
Florida
$245K – – –
KCP
1762
KDI Capital Partners
North Carolina
$244K -$1.43M -23,515 -86%
RWM
1763
RKL Wealth Management
Pennsylvania
$244K -$6.91K -114 -3%
GAAM
1764
Guinness Atkinson Asset Management
California
$244K – – –
ITIM
1765
Indiana Trust & Investment Management
Indiana
$244K – – –
BA
1766
Bristol Advisors
Pennsylvania
$243K +$241K +3,982 New
TCM
1767
Tradewinds Capital Management
Washington
$242K +$5.88K +97 +3%
BCP
1768
Berkeley Capital Partners
Georgia
$242K +$240K +3,966 New
CL
1769
Croft-Leominster
Maryland
$240K – – –
RPA
1770
Rock Point Advisors
Vermont
$240K – – –
VAS
1771
Valicenti Advisory Services
New York
$239K -$2.49K -41 -1%
EM
1772
Emancipation Management
New York
$237K – – –
BCSB
1773
Bristol County Savings Bank
Massachusetts
$237K +$235K +3,878 New
DIP
1774
DT Investment Partners
Pennsylvania
$237K +$235K +3,884 New
CWM
1775
Connecticut Wealth Management
Connecticut
$235K -$8.12K -134 -3%