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Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
2026
Grace & White Inc
New York
$476K -$57.9K -1,100 -11%
RMAM
2027
Raab & Moskowitz Asset Management
New Jersey
$471K +$5.68K +108 +1%
NAM
2028
Nichols Asset Management
Massachusetts
$466K – – –
MBA
2029
McQueen Ball & Associates
Pennsylvania
$466K +$442K +8,404 New
IOOF
2030
Independent Order of Foresters
Ontario, Canada
$463K -$262K -4,970 -37%
PSC
2031
Prentiss Smith & Co
Vermont
$462K -$20K -380 -4%
TIM
2032
Tortoise Investment Management
New York
$462K +$51.5K +979 +13%
PIM
2033
Partner Investment Management
California
$456K +$433K +8,223 New
CCC
2034
Chelsea Counsel Company
California
$452K -$173K -3,283 -29%
LBG
2035
Lloyds Banking Group
United Kingdom
$448K -$184K -3,505 -30%
HCM
2036
Hengehold Capital Management
Ohio
$446K -$10.9K -208 -3%
SIMM
2037
Stillwater Investment Management (Minnesota)
Minnesota
$446K +$16.1K +306 +4%
NCM
2038
Noesis Capital Mangement
Florida
$444K +$16.4K +311 +4%
HCM
2039
Harvey Capital Management
Florida
$443K – – –
MWM
2040
Modera Wealth Management
New Jersey
$439K +$20.3K +385 +5%
ACM
2041
Armbruster Capital Management
New York
$439K +$417K +7,919 New
GHAM
2042
Gilman Hill Asset Management
Connecticut
$438K -$3.21K -61 -0.8%
FWM
2043
Focused Wealth Management
New York
$437K +$14.8K +281 +4%
FPC
2044
Falcon Point Capital
California
$436K +$414K +7,860 New
AAM
2045
Autus Asset Management
Arizona
$433K +$135K +2,559 +49%
MUS
2046
Mitsubishi UFJ Securities
Japan
$432K -$25.8K -490 -6%
VCP
2047
Vista Capital Partners
Oregon
$428K +$22.7K +431 +6%
AA
2048
Alesco Advisors
New York
$426K +$24.5K +465 +6%
FUBT
2049
First United Bank & Trust
Maryland
$423K -$15.3K -290 -4%
DAC
2050
Dividend Assets Capital
South Carolina
$423K +$10.7K +204 +3%
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