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Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1076
Balasa Dinverno & Foltz
$2.95M +$175K +4,546 +7%
DI
1077
Diligent Investors
California
$2.95M -$82.2K -2,134 -3%
ACM
1078
Ativo Capital Management
Illinois
$2.95M +$4.24K +110 +0.2%
PPSG
1079
Princeton Portfolio Strategies Group
New Jersey
$2.94M -$115K -2,984 -4%
RCM
1080
RNC Capital Management
California
$2.94M -$373K -9,680 -12%
FANJ
1081
Financial Architects (New Jersey)
New Jersey
$2.92M -$26.8K -697 -1%
CCFCSB
1082
Cape Cod Five Cents Savings Bank
Massachusetts
$2.91M +$101K +2,617 +4%
Lido Advisors
1083
Lido Advisors
California
$2.91M +$394K +10,229 +17%
HK
1084
Horizon Kinetics
New York
$2.91M -$164K -4,269 -6%
DLA
1085
Douglas Lane & Associates
New York
$2.89M +$72.7K +1,888 +3%
PIMJS
1086
PKO Investment Management Joint-Stock
Poland
$2.89M
BP
1087
Ballentine Partners
Massachusetts
$2.88M +$21.1K +547 +0.8%
GCM
1088
Gables Capital Management
Florida
$2.87M -$32.5K -843 -1%
ST
1089
Somerset Trust
Pennsylvania
$2.87M -$9.28K -241 -0.3%
GIM
1090
Guardian Investment Management
California
$2.87M +$71.6K +1,860 +3%
IB
1091
Intrust Bank
Kansas
$2.87M +$90.4K +2,349 +4%
RIM
1092
Rampart Investment Management
Connecticut
$2.86M -$91.2K -2,368 -3%
UAS
1093
United Asset Strategies
New York
$2.86M -$40K -1,039 -1%
EWM
1094
Evermay Wealth Management
Virginia
$2.84M -$59.2K -1,539 -2%
CYG
1095
Clean Yield Group
Vermont
$2.84M +$47.5K +1,233 +2%
POIA
1096
Pin Oak Investment Advisors
Texas
$2.83M -$181K -4,713 -6%
SIA
1097
SeaBridge Investment Advisors
New Jersey
$2.83M -$13K -337 -0.5%
AMIM
1098
Aull & Monroe Investment Management
Alabama
$2.83M +$8.12K +211 +0.3%
WF
1099
WealthTrust Fairport
Ohio
$2.83M +$18.8K +488 +0.7%
LC
1100
Lourd Capital
California
$2.82M +$161K +4,195 +7%