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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1701
MinichMacGregor Wealth Management
New York
$435K +$25.4K +509 +7%
SDWMA
1702
Schneider Downs Wealth Management Advisors
Pennsylvania
$432K -$4.9K -98 -1%
DE
1703
Day & Ennis
Georgia
$432K +$23K +460 +6%
FVP
1704
Firefly Value Partners
Pennsylvania
$432K +$405K +8,101 New
SAM
1705
Shikiar Asset Management
New York
$431K -$15K -300 -4%
TCM
1706
Tetrem Capital Management
Manitoba, Canada
$422K -$2.58M -51,651 -87%
PAM
1707
Paradigm Asset Management
New York
$419K -$9.45M -188,992 -96%
BHC
1708
Bowen Hanes & Co
Florida
$419K
HCM
1709
Harvest Capital Management
New Hampshire
$416K
MFIMFI
1710
Mesirow Financial Investment Management - Fixed Income
Illinois
$416K
QSS
1711
Quantitative Systematic Strategies
Florida
$416K +$387K +7,739 New
CIC
1712
Chilton Investment Company
Connecticut
$416K +$389K +7,793 New
AB
1713
Atlas Brown
Kentucky
$415K
HA
1714
Halsey Associates
Connecticut
$410K +$7.25K +145 +2%
MHIC
1715
Marble Harbor Investment Counsel
Massachusetts
$410K +$51.7K +1,035 +16%
SHGA
1716
Sand Hill Global Advisors
California
$410K +$56.2K +1,124 +17%
DMC
1717
Drexel Morgan & Co
Pennsylvania
$409K
PV
1718
Private Vista
Illinois
$408K -$48.7K -975 -10%
WA
1719
Waverly Advisors
Alabama
$408K -$12.4K -249 -3%
CASB
1720
Cape Ann Savings Bank
Massachusetts
$408K +$14.6K +292 +4%
WA
1721
Winfield Associates
Ohio
$407K +$1.6K +32 +0.4%
HCMNY
1722
Howard Capital Management (New York)
New York
$406K -$7.5K -150 -2%
LI
1723
Lafayette Investments
Maryland
$406K
TDC
1724
Thompson Davis & Co
Virginia
$406K +$19.9K +398 +6%
CPO
1725
Cerity Partners OCIO
New York
$405K +$48.5K +970 +15%