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Name Holding Trade Value Shares
Change
Change in
Stake
SBWIC
501
Schaper Benz & Wise Investment Counsel
Wisconsin
$997K -$45.6K -585 -5%
CC
502
Courier Capital
New York
$996K +$25K +321 +3%
HIC
503
Holderness Investments Company
North Carolina
$984K
LIM
504
Leavell Investment Management
Alabama
$960K
VCM
505
Vision Capital Management
Oregon
$960K +$65K +834 +8%
BOH
506
Bank of Hawaii
Hawaii
$958K -$114K -1,461 -11%
RCA
507
Rowland Carmichael Advisors
Arizona
$958K -$43.8K -562 -5%
PIM
508
Profit Investment Management
Maryland
$940K
BWP
509
BSW Wealth Partners
Colorado
$935K
CAM
510
Columbia Asset Management
Michigan
$920K
WA
511
WBH Advisory
Maryland
$920K +$45.5K +584 +5%
KIA
512
Kopp Investment Advisors
Minnesota
$911K -$9.05K -116 -1%
LFAS
513
Level Four Advisory Services
Texas
$909K +$74.2K +951 +9%
SAM
514
Security Asset Management
New York
$904K
ClearBridge Investments
515
ClearBridge Investments
New York
$890K +$227K +2,906 +36%
MIA
516
MainStreet Investment Advisors
Illinois
$884K +$16.9K +217 +2%
ZCA
517
Zeke Capital Advisors
Pennsylvania
$883K +$5.15K +66 +0.6%
V
518
Veritable
Delaware
$872K -$38.8K -497 -4%
CLOS
519
Compagnie Lombard Odier SCmA
Switzerland
$869K -$12.4K -159 -1%
GIM
520
Goelzer Investment Management
Indiana
$860K +$820K +10,514 New
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$847K -$5.85K -75 -0.7%
RIM
522
Rampart Investment Management
Connecticut
$845K +$547K +7,018 +212%
VFA
523
Voya Financial Advisors
Connecticut
$840K -$91.5K -1,173 -10%
RA
524
RFG Advisory
Alabama
$832K +$192K +2,461 +32%
FFBTD
525
First Financial Bank - Trust Division
Ohio
$829K -$1.56K -20 -0.2%