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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1301
LVW Advisors
New York
$1.33M -$94.8K -7,080 -7%
JWM
1302
Jeppson Wealth Management
California
$1.32M -$19.8K -1,480 -1%
CCM
1303
Cribstone Capital Management
Maine
$1.31M +$319K +23,800 +31%
FVCM
1304
F&V Capital Management
Florida
$1.31M -$16.6K -1,240 -1%
NSAM
1305
North Star Asset Management
Wisconsin
$1.31M +$43.4K +3,240 +3%
ACM
1306
Ascendant Capital Management
California
$1.31M +$1.34M +100,000 New
LC
1307
Longitude (Cayman)
Cayman Islands
$1.31M +$1.34M +100,000 New
EWM
1308
Elite Wealth Management
Washington
$1.29M +$86.8K +6,480 +7%
TWI
1309
Thomas White International
Illinois
$1.29M +$146K +10,920 +12%
MFA
1310
Mayflower Financial Advisors
Massachusetts
$1.28M +$1.31M +98,040 New
AT
1311
Arden Trust
Delaware
$1.28M -$25.7K -1,920 -2%
TCOV
1312
Trust Company of Vermont
Vermont
$1.28M +$544K +40,640 +71%
MSAM
1313
Moloney Securities Asset Management
Missouri
$1.27M -$9.64K -720 -0.7%
SCM
1314
Stonebridge Capital Management
California
$1.26M -$53.6K -4,000 -4%
SWM
1315
Strategic Wealth Management
Washington
$1.26M +$33.7K +2,520 +3%
NDSI
1316
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M +$115K +8,600 +10%
RI
1317
Redwood Investments
Massachusetts
$1.26M -$30.5K -2,280 -2%
LSV Asset Management
1318
LSV Asset Management
Illinois
$1.25M -$161K -12,000 -11%
PWPS
1319
Pinnacle Wealth Planning Services
Ohio
$1.24M +$15K +1,120 +1%
AA
1320
Altman Advisors
Illinois
$1.24M +$43.4K +3,240 +4%
GW
1321
GW & Wade
Massachusetts
$1.24M +$562K +41,960 +79%
SRAM
1322
Spouting Rock Asset Management
Pennsylvania
$1.24M -$69.1K -5,160 -5%
AIL
1323
AGF Investments LLC
Ontario, Canada
$1.24M +$788K +58,880 +164%
PIM
1324
Parker Investment Management
California
$1.23M
HCM
1325
Howland Capital Management
Massachusetts
$1.23M -$30.5K -2,280 -2%