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Name Holding Trade Value Shares
Change
Change in
Stake
WIP
1351
Wellesley Investment Partners
Massachusetts
$1.08M +$32.1K +599 +3%
CL
1352
CSS LLC
Illinois
$1.08M -$537K -10,000 -33%
AWA
1353
AmeriServ Wealth Advisors
Pennsylvania
$1.07M -$91.6K -1,707 -8%
GC
1354
Garde Capital
Washington
$1.07M +$1.1M +20,460 +487%
TRIM
1355
Thompson Rubinstein Investment Management
Oregon
$1.07M -$140K -2,600 -11%
BJL
1356
Brighton Jones LLC
Washington
$1.07M +$47.7K +889 +5%
TNAM
1357
Terra Nova Asset Management
New York
$1.06M -$433K -8,071 -28%
LPC
1358
Loeb Partners Corp
New York
$1.05M +$482K +8,979 +80%
OFS
1359
Orrstown Financial Services
Pennsylvania
$1.05M +$12.4K +231 +1%
SS
1360
Simplicity Solutions
Minnesota
$1.05M -$212K -3,956 -16%
SFSIG
1361
San Francisco Sentry Investment Group
California
$1.04M +$71.7K +1,335 +7%
CCA
1362
Cobblestone Capital Advisors
New York
$1.04M +$160K +2,984 +18%
SMC
1363
Smith, Moore & Co
Missouri
$1.03M -$30.8K -573 -3%
BHIA
1364
Birch Hill Investment Advisors
Massachusetts
$1.03M -$29.4K -548 -3%
HWP
1365
Hefty Wealth Partners
Indiana
$1.03M +$1.05M +19,641 +10,912%
VNIM
1366
Vaughan Nelson Investment Management
Texas
$1.03M -$403K -7,500 -28%
Edgewood Management
1367
Edgewood Management
Connecticut
$1.03M -$4.29K -80 -0.4%
PAM
1368
Premier Asset Management
Illinois
$1.02M -$106K -1,980 -9%
SL
1369
Summitry LLC
California
$1.02M +$194K +3,617 +23%
PCIG
1370
Partners Capital Investment Group
Massachusetts
$1.01M -$35.6K -664 -3%
PL
1371
Parthenon LLC
Kentucky
$1.01M -$107K -2,000 -9%
SRC
1372
Shufro Rose & Co
New York
$1.01M -$11.2M -208,750 -92%
WPW
1373
Waldron Private Wealth
Pennsylvania
$1M -$230K -4,292 -18%
PI
1374
Pettee Investors
Connecticut
$1M +$53.7K +1,000 +5%
TPWA
1375
TRUE Private Wealth Advisors
Oregon
$997K +$11.2K +208 +1%