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Name Holding Trade Value Shares
Change
Change in
Stake
CLA
1201
Carnegie Lake Advisors
New Jersey
$1.45M -$47K -1,767 -3%
AIM
1202
Advyzon Investment Management
Illinois
$1.44M +$44.2K +1,659 +3%
BL
1203
BFSG LLC
California
$1.44M -$10.6K -400 -0.8%
DP
1204
Dearborn Partners
Illinois
$1.43M +$91.1K +3,423 +7%
IAS
1205
Insigneo Advisory Services
Florida
$1.43M +$73.5K +2,760 +6%
ILI
1206
Invesco LLC (Illinois)
Illinois
$1.43M
RFA
1207
Resurgent Financial Advisors
Georgia
$1.43M +$353K +13,272 +35%
IEFM
1208
IQ EQ Fund Management
Ireland
$1.43M +$173K +6,500 +15%
BMCM
1209
Bryn Mawr Capital Management
Pennsylvania
$1.42M -$763K -28,652 -36%
DE
1210
Diversified Enterprises
Delaware
$1.42M +$58.3K +2,190 +5%
WPC
1211
Wedmont Private Capital
Pennsylvania
$1.42M +$393K +14,744 +40%
SCM
1212
Stonebridge Capital Management
California
$1.42M +$1.34M +50,489 New
ADBIC
1213
A.D. Beadell Investment Counsel
Wisconsin
$1.41M -$16K -600 -1%
MA
1214
Montag & Associates
Georgia
$1.41M -$63.9K -2,402 -5%
PCG
1215
Prosperity Consulting Group
Maryland
$1.41M -$313K -11,754 -19%
SCI
1216
S&CO Inc
Massachusetts
$1.41M -$87.1K -3,270 -6%
AAB
1217
ABN AMRO Bank
Netherlands
$1.41M +$586K +22,000 +79%
PT
1218
Plimoth Trust
Massachusetts
$1.41M +$8.6K +323 +0.6%
EAM
1219
EdenTree Asset Management
United Kingdom
$1.4M
RWA
1220
Redhawk Wealth Advisors
Minnesota
$1.4M -$49.5K -1,858 -4%
MCRM
1221
Midway Capital Research & Management
Illinois
$1.4M +$42.2K +1,586 +3%
FCH
1222
Freestone Capital Holdings
Washington
$1.39M +$20.2K +758 +2%
DCM
1223
Donaldson Capital Management
Indiana
$1.38M +$201K +7,537 +18%
SIA
1224
Strategic Investment Advisors
Michigan
$1.38M +$237K +8,896 +22%
DWA
1225
Douglass Winthrop Advisors
New York
$1.38M -$68.2K -2,562 -5%