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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
726
Holderness Investments Company
North Carolina
$212K +$207K +3,267 New
CBN
727
Cadence Bank NA
Texas
$212K +$207K +3,272 New
CTA
728
Chesley Taft & Associates
Illinois
$212K +$208K +3,279 New
HIC
729
Harvey Investment Company
Kentucky
$209K +$204K +3,222 New
GD
730
Grandfield & Dodd
New York
$209K +$204K +3,227 New
MIM
731
Marco Investment Management
Georgia
$207K +$203K +3,202 New
Koshinski Asset Management
732
Koshinski Asset Management
Illinois
$206K +$202K +3,183 New
VFA
733
Voya Financial Advisors
Connecticut
$206K +$202K +3,192 New
IWMPD
734
Integrated Wealth Management (Palm Desert)
California
$205K -$22.3K -352 -10%
TTWM
735
TCV Trust & Wealth Management
Virginia
$204K -$26.4K -417 -12%
CCM
736
Cupps Capital Management
Illinois
$204K +$200K +3,153 New
FANJ
737
Financial Architects (New Jersey)
New Jersey
$203K +$10.6K +168 +6%
MLL
738
Moody Lynn & Lieberson
Massachusetts
$202K +$197K +3,116 New
HFM
739
Hartford Financial Management
Connecticut
$201K +$197K +3,116 New
TCOV
740
Trust Company of Vermont
Vermont
$200K +$21.9K +345 +13%
MMG
741
Monetary Management Group
Missouri
$198K -$44.1K -696 -19%
SHJ
742
Sharkey, Howes & Javer
Colorado
$195K
JFGIW
743
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$194K
KTC
744
Kistler-Tiffany Companies
Pennsylvania
$188K +$760 +12 +0.4%
LNB
745
Ledyard National Bank
$175K +$1.84K +29 +1%
GLI
746
Guardian Life Insurance
New York
$171K
MFS
747
MSI Financial Services
Massachusetts
$164K -$10.7K -169 -6%
CWM
748
Cranbrook Wealth Management
Michigan
$160K +$190 +3 +0.1%
VIM
749
Veritas Investment Management
United Kingdom
$158K
PMFA
750
Plante Moran Financial Advisors
Michigan
$154K -$4.88K -77 -3%