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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1101
Byrne Asset Management
New Jersey
$870K +$32.6K +423 +4%
LAM
1102
Lynch Asset Management
Pennsylvania
$870K +$385K +5,000 +78%
MWAM
1103
Manhattan West Asset Management
California
$865K +$236K +3,063 +37%
RPC
1104
Rossmore Private Capital
Connecticut
$861K -$394K -5,115 -31%
SFG
1105
Sather Financial Group
Texas
$859K -$24.3K -316 -3%
DCM
1106
Dudley Capital Management
Virginia
$855K -$32K -415 -4%
MCM
1107
MV Capital Management
Maryland
$850K +$17.3K +225 +2%
FAM
1108
Formidable Asset Management
Ohio
$849K -$15.3K -199 -2%
CICI
1109
Capital Investment Counsel Inc
North Carolina
$847K -$13.5K -175 -2%
PWM
1110
Perigon Wealth Management
California
$846K -$140K -1,812 -14%
ESCM
1111
Echo Street Capital Management
New York
$844K -$1.78M -23,132 -68%
PSC
1112
Prentiss Smith & Co
Vermont
$844K -$4K -52 -0.5%
SCA
1113
Stonebridge Capital Advisors
Minnesota
$844K +$13.9K +180 +2%
BMCM
1114
Bryn Mawr Capital Management
Pennsylvania
$841K +$10.4K +135 +1%
CW
1115
CreativeOne Wealth
Kansas
$839K +$20.4K +265 +2%
LC
1116
LCNB Corp
Ohio
$837K +$39.3K +510 +5%
OWM
1117
Opes Wealth Management
California
$837K -$86.3K -1,120 -9%
BOSSRA
1118
B.O.S.S. Retirement Advisors
Utah
$836K +$69.1K +897 +9%
HAI
1119
Hennessy Advisors Inc
California
$835K -$231K -3,000 -21%
SWM
1120
SeaCrest Wealth Management
New York
$833K -$53.1K -689 -6%
DT
1121
Diversified Trust
Tennessee
$832K -$260K -3,378 -24%
BHB
1122
Bank Hapoalim BM
Israel
$830K +$841K +10,924 New
MWM
1123
Mission Wealth Management
California
$826K -$32.3K -419 -4%
KCFA
1124
Key Client Fiduciary Advisors
New Jersey
$825K -$154 -2 -0%
BFS
1125
Bard Financial Services
Connecticut
$822K -$3.85K -50 -0.5%