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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1501
Harvey Investment Company
Kentucky
$332K
LCP
1502
Lombardia Capital Partners
California
$331K -$11.7M -451,035 -97%
OFS
1503
Orrstown Financial Services
Pennsylvania
$331K -$302K -11,675 -49%
KIG
1504
Kovitz Investment Group
Illinois
$331K -$41K -1,588 -11%
SFM
1505
Signature Financial Management
Virginia
$330K +$40.9K +1,584 +15%
CRC
1506
Curi RMB Capital
Illinois
$328K +$54.6K +2,113 +21%
PL
1507
Parkwood LLC
Ohio
$327K -$58.8K -2,274 -16%
SFSIG
1508
San Francisco Sentry Investment Group
California
$327K +$13.1K +505 +4%
SC
1509
Stratford Consulting
Texas
$326K -$672 -26 -0.2%
AW
1510
Alpha Windward
Massachusetts
$324K -$4.29K -166 -1%
FDCC
1511
Foster Dykema Cabot & Co
Massachusetts
$324K
EGM
1512
Engineers Gate Manager
New York
$323K -$1.11M -42,788 -78%
MIS
1513
Morningstar Investment Services
Illinois
$322K -$3.41K -132 -1%
AWA
1514
Arete Wealth Advisors
Illinois
$321K -$2.74K -106 -0.9%
VCP
1515
Vista Capital Partners
Oregon
$320K -$21K -813 -6%
AWP
1516
Ascent Wealth Partners
New York
$320K
BCM
1517
BTC Capital Management
Iowa
$318K -$17K -656 -5%
MIHAS
1518
Maj Invest Holding A/S
Denmark
$318K -$26 -1 -0%
AIP
1519
ARS Investment Partners
New York
$315K -$7.34K -284 -2%
IIA
1520
IPG Investment Advisors
California
$313K +$73.6K +2,847 +32%
ACM
1521
Ashford Capital Management
Delaware
$312K
CWP
1522
Capital Wealth Planning
Florida
$311K -$847K -32,767 -74%
VAS
1523
Valicenti Advisory Services
New York
$311K +$42.1K +1,628 +16%
ECM
1524
EagleClaw Capital Management
Massachusetts
$311K +$51.3K +1,986 +21%
HCM
1525
Highlander Capital Management
New Jersey
$306K -$47K -1,818 -14%