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Name Holding Trade Value Shares
Change
Change in
Stake
HJIM
651
Henry James International Management
New York
$750K
BFS
652
Bradley Foster & Sargent
Connecticut
$749K +$24.1K +337 +3%
IRC
653
Investors Research Corp
Georgia
$748K -$21.4K -300 -3%
HAM
654
Harmony Asset Management
Arizona
$744K +$7.15K +100 +1%
NG
655
Norden Group
Utah
$744K +$20.4K +286 +3%
WPC
656
Wedmont Private Capital
Pennsylvania
$735K +$111K +1,554 +18%
WF
657
Welch & Forbes
Massachusetts
$734K +$6.29K +88 +0.9%
Simplex Trading
658
Simplex Trading
Illinois
$732K +$725K +10,143 New
QI
659
Qtron Investments
Massachusetts
$732K
TPI
660
Trust Point Inc
Wisconsin
$729K -$32.5K -455 -4%
SC
661
Schulhoff & Co
Ohio
$728K +$5K +70 +0.7%
IB
662
Intrust Bank
Kansas
$728K +$9.94K +139 +1%
9WM
663
9258 Wealth Management
Ohio
$726K -$20.6K -288 -3%
AIM
664
Alhambra Investment Management
Florida
$726K -$27.4K -383 -4%
TCOV
665
Trust Company of Vermont
Vermont
$725K +$7.15K +100 +1%
Kayne Anderson Rudnick Investment Management
666
Kayne Anderson Rudnick Investment Management
California
$724K -$16.9K -236 -2%
NCM
667
Northwest Capital Management
Oregon
$722K
MHR
668
Matthew Hamilton Rosenberg
$721K -$1.93K -27 -0.3%
BCM
669
Birmingham Capital Management
Alabama
$719K
GRP
670
Global Retirement Partners
California
$718K +$358K +5,008 +101%
C
671
Certuity
Florida
$716K +$12.1K +169 +2%
PM
672
Penbrook Management
New York
$715K
1WA
673
180 Wealth Advisors
Washington
$713K +$35.3K +494 +5%
BHPW
674
Beverly Hills Private Wealth
California
$712K +$6.29K +88 +0.9%
WA
675
Waverly Advisors
Alabama
$712K +$25.4K +355 +4%