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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1351
IRON Financial
Illinois
$507K -$4.8K -185 -0.9%
SWM
1352
Segment Wealth Management
Texas
$507K -$2.57K -99 -0.5%
MBT
1353
Montecito Bank & Trust
California
$507K -$1.95K -75 -0.4%
BCM
1354
Blume Capital Management
California
$507K +$269K +10,361 +108%
Fuller & Thaler Asset Management
1355
Fuller & Thaler Asset Management
California
$504K -$237K -9,136 -32%
DIA
1356
Dean Investment Associates
Ohio
$504K +$26.9K +1,035 +5%
AI
1357
ArchPoint Investors
Florida
$503K +$89.8K +3,462 +21%
RHJA
1358
Rice Hall James & Associates
California
$498K
HCA
1359
Harbour Capital Advisors
Virginia
$493K -$47.4K -1,827 -9%
FI
1360
FormulaFolio Investments
Michigan
$489K +$500K +19,255 New
AWS
1361
Aris Wealth Services
Pennsylvania
$487K -$12K -464 -2%
Dodge & Cox
1362
Dodge & Cox
California
$487K
ECAM
1363
East Coast Asset Management
Massachusetts
$487K
HI
1364
HBK Investments
Texas
$482K +$493K +18,985 New
PMFA
1365
Plante Moran Financial Advisors
Michigan
$481K -$41.2K -1,587 -8%
AWM
1366
AllSquare Wealth Management
New York
$481K +$492K +18,964 New
GVT
1367
Genesee Valley Trust
New York
$475K -$1.43K -55 -0.3%
AWA
1368
ARS Wealth Advisors
Florida
$474K +$54.6K +2,105 +13%
RIM
1369
Regent Investment Management
Kentucky
$472K -$104K -3,992 -18%
FA
1370
Fagan Associates
New York
$472K -$86.9K -3,350 -15%
CFA
1371
Carroll Financial Associates
North Carolina
$470K -$379K -14,600 -45%
FUBT
1372
First United Bank & Trust
Maryland
$470K -$545 -21 -0.1%
PCM
1373
Perritt Capital Management
Illinois
$470K
BMC
1374
Benin Management Corp
Connecticut
$469K -$18.8K -723 -4%
SAM
1375
Security Asset Management
New York
$466K +$477K +18,380 New