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Name Holding Trade Value Shares
Change
Change in
Stake
DDC
1201
Daniel Devine & Co
Florida
$1.53M -$125K -4,501 -8%
PAS
1202
Partnervest Advisory Services
California
$1.53M +$224K +8,104 +19%
AR
1203
Advisory Research
Illinois
$1.53M -$22.2K -802 -2%
PAIA
1204
Park Avenue Institutional Advisers
New York
$1.52M -$40K -1,445 -3%
MAA
1205
Mraz Amerine & Associates
California
$1.52M +$249 +9 +0%
FCFC
1206
First Commonwealth Financial Corp
Pennsylvania
$1.51M -$158K -5,688 -10%
CPA
1207
Capital Planning Advisors
California
$1.51M +$27.1K +979 +2%
MPI
1208
Mairs & Power Inc
Minnesota
$1.5M +$2.49K +90 +0.2%
IWMPD
1209
Integrated Wealth Management (Palm Desert)
California
$1.5M -$106K -3,819 -7%
CC
1210
Cornerstone Capital
California
$1.49M +$26K +940 +2%
HIM
1211
Hermes Investment Management
United Kingdom
$1.49M
CC
1212
Cannell & Co
New York
$1.48M
CASB
1213
Cape Ann Savings Bank
Massachusetts
$1.48M -$13.7K -496 -1%
SFSG
1214
Stearns Financial Services Group
North Carolina
$1.47M +$114K +4,132 +9%
EGA
1215
E&G Advisors
Texas
$1.47M +$154K +5,561 +13%
DWM
1216
Destination Wealth Management
California
$1.47M
VNIM
1217
Vaughan Nelson Investment Management
Texas
$1.47M
HWP
1218
Hefty Wealth Partners
Indiana
$1.47M +$257K +9,289 +23%
NPF
1219
Norris Perne & French
Michigan
$1.46M -$118K -4,254 -8%
PAM
1220
PVG Asset Management
Colorado
$1.45M +$1.36M +49,118 New
BHIA
1221
Birch Hill Investment Advisors
Massachusetts
$1.45M -$23.4K -846 -2%
IPC
1222
Independent Portfolio Consultants
Florida
$1.45M +$39.4K +1,424 +3%
HRC
1223
Hoertkorn Richard Charles
$1.45M -$69.7K -2,516 -5%
KFA
1224
Kays Financial Advisory
Georgia
$1.45M -$25.5K -922 -2%
CBOR
1225
Community Bank of Raymore
Missouri
$1.45M