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Name Holding Trade Value Shares
Change
Change in
Stake
Edgewood Management
951
Edgewood Management
Connecticut
$2.61M
CM
952
Caption Management
Oklahoma
$2.61M +$2.56M +15,000 New
PWPS
953
Pinnacle Wealth Planning Services
Ohio
$2.6M +$116K +683 +5%
IHL
954
Investment House LLC
California
$2.6M +$914K +5,363 +56%
IB
955
Intrust Bank
Kansas
$2.58M +$21.8K +128 +0.9%
AHC
956
Adell Harriman & Carpenter
Texas
$2.57M +$1.02M +6,011 +68%
QIM
957
Quantitative Investment Management
Virginia
$2.56M +$2.52M +14,770 New
ONSWM
958
Old North State Wealth Management
North Carolina
$2.55M -$11.9K -70 -0.5%
RPWA
959
Regent Peak Wealth Advisors
Georgia
$2.55M -$266K -1,559 -10%
BA
960
Ballast Advisors
Minnesota
$2.53M -$94.9K -557 -4%
SC
961
Savant Capital
Illinois
$2.53M +$528K +3,098 +27%
GC
962
Giverny Capital
Quebec, Canada
$2.53M +$1.09M +6,387 +78%
LWAM
963
Legacy Wealth Asset Management
Minnesota
$2.52M -$894K -5,247 -27%
MFIM
964
Mesirow Financial Investment Management
Illinois
$2.5M +$57.6K +338 +2%
LIM
965
Loudon Investment Management
New Hampshire
$2.5M -$26.1K -153 -1%
UWS
966
Unique Wealth Strategies
Illinois
$2.5M +$170K +1,000 +7%
CIC
967
Carnegie Investment Counsel
Ohio
$2.5M +$1.34M +7,846 +120%
CIA
968
Concurrent Investment Advisors
Florida
$2.5M +$290K +1,703 +13%
SDIC
969
South Dakota Investment Council
South Dakota
$2.49M
LI
970
LHM Inc
Utah
$2.48M
GF
971
Gabelli Funds
New York
$2.48M
DA
972
Denali Advisors
California
$2.48M +$2.43M +14,268 New
AA
973
Altman Advisors
Illinois
$2.46M -$57.8K -339 -2%
AAM
974
Azzad Asset Management
Virginia
$2.46M +$10.7K +63 +0.4%
OBAM
975
ODDO BHF Asset Management
France
$2.45M +$2.4M +14,104 New