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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1426
Blue Bell Private Wealth Management
Pennsylvania
$740K -$41.2K -1,265 -5%
FM
1427
Family Management
New York
$740K +$492K +15,095 +185%
KLWA
1428
Kelly Lawrence W & Associates
California
$739K -$35.6K -1,091 -4%
RPA
1429
Rock Point Advisors
Vermont
$734K -$22.8K -700 -3%
WAM
1430
Winslow Asset Management
Ohio
$733K
DIA
1431
Dean Investment Associates
Ohio
$729K +$25.4K +779 +4%
FI
1432
FCM Investments
Texas
$722K
TC
1433
Trust Company
Kansas
$722K +$309K +9,486 +72%
SMC
1434
Smith, Moore & Co
Missouri
$719K +$23.3K +714 +3%
FDCC
1435
Foster Dykema Cabot & Co
Massachusetts
$719K +$172K +5,270 +30%
MC
1436
Mathes Company
New York
$710K
KCPG
1437
Kavar Capital Partners Group
Kansas
$709K -$6.19K -190 -0.8%
SFA
1438
Sequoia Financial Advisors
Ohio
$704K +$54.3K +1,665 +8%
MIM
1439
Montgomery Investment Management
Maryland
$703K -$54.9K -1,686 -7%
AssetMark Inc
1440
AssetMark Inc
California
$700K -$832K -25,543 -54%
SFPIA
1441
Stevens First Principles Investment Advisors
California
$700K -$246K -7,546 -26%
MMG
1442
Monetary Management Group
Missouri
$699K
CFA
1443
Camarda Financial Advisors
Florida
$696K -$413K -12,671 -37%
SCP
1444
Sandhill Capital Partners
New York
$696K -$184K -5,651 -21%
IC
1445
Inverness Counsel
New York
$694K
LI
1446
Lafayette Investments
Maryland
$693K
PCMC
1447
Paragon Capital Management (Colorado)
Colorado
$693K
PFA
1448
Pure Financial Advisors
California
$693K +$354K +10,865 +99%
HCM
1449
Harvest Capital Management
New Hampshire
$690K -$41.5K -1,273 -6%
MAA
1450
Mraz Amerine & Associates
California
$687K +$7.86K +241 +1%