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Name Holding Trade Value Shares
Change
Change in
Stake
LI
1201
LMCG Investments
Massachusetts
$730K -$8.97K -341 -1%
MWP
1202
Moller Wealth Partners
$727K +$5.92K +225 +0.8%
MDCM
1203
Morgan Dempsey Capital Management
Wisconsin
$726K -$48.6K -1,847 -6%
HJGA
1204
Hardman Johnston Global Advisors
Connecticut
$726K
AIA
1205
Affinity Investment Advisors
California
$721K
AFG
1206
American Financial Group
Ohio
$721K
SC
1207
Saturna Capital
Washington
$720K -$174K -6,620 -20%
NEPWA
1208
New England Private Wealth Advisors
Massachusetts
$719K +$163K +6,213 +30%
TIM
1209
Thompson Investment Management
Wisconsin
$718K +$55.9K +2,124 +9%
MCWS
1210
McKinley Carter Wealth Services
West Virginia
$716K -$17.6K -670 -2%
IFS
1211
Ifrah Financial Services
Arkansas
$715K -$5.03K -191 -0.7%
PH
1212
Pinnacle Holdings
Oklahoma
$710K -$6.39K -243 -0.9%
OIM
1213
Orca Investment Management
Oregon
$702K +$695K +26,432 New
FAM
1214
Forty4 Asset Management
Illinois
$696K +$690K +26,215 New
CIS
1215
Capital International Sarl
California
$689K +$105K +3,972 +18%
AL
1216
Aspiriant LLC
California
$687K +$680K +25,860 New
FA
1217
FDx Advisors
Illinois
$686K -$170K -6,456 -20%
KTC
1218
Kistler-Tiffany Companies
Pennsylvania
$677K +$94.5K +3,592 +16%
EGA
1219
E&G Advisors
Texas
$670K +$664K +25,231 New
IC
1220
Inverness Counsel
New York
$664K -$38.9K -1,480 -6%
CCA
1221
Cobblestone Capital Advisors
New York
$660K -$53.9K -2,048 -8%
WCBA
1222
Weaver C. Barksdale & Associates
Tennessee
$660K
LC
1223
Lilley & Co
Michigan
$655K -$23.4K -891 -3%
B
1224
Bellecapital
Switzerland
$653K +$647K +24,608 New
OFS
1225
Orrstown Financial Services
Pennsylvania
$652K -$62.7K -2,383 -9%