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Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
2076
AMG National Trust Bank
Colorado
$762K +$24K +840 +3%
MGIA
2077
Moneta Group Investment Advisors
Missouri
$751K +$327K +11,448 +67%
CMO
2078
Covenant Multifamily Offices
Texas
$751K +$815K +28,532 New
VWM
2079
Venturi Wealth Management
Texas
$750K +$814K +28,500 New
DAM
2080
Delta Asset Management
Tennessee
$749K +$52K +1,820 +7%
GAM
2081
Gould Asset Management
California
$748K -$73.7K -2,580 -8%
DFIM
2082
Detwiler Fenton Investment Management
Massachusetts
$748K +$812K +28,428 New
AAM
2083
Auxier Asset Management
Oregon
$744K +$85.2K +2,980 +12%
JRP
2084
Jasper Ridge Partners
California
$741K – – –
VNA
2085
VNBTrust National Association
Virginia
$738K -$5.26K -184 -0.7%
SFS
2086
Summit Financial Strategies
Ohio
$737K +$24K +840 +3%
BCM
2087
Boltwood Capital Management
California
$737K +$149K +5,216 +23%
SC
2088
Stralem & Co
New York
$737K +$800K +28,000 New
DAC
2089
Dividend Assets Capital
South Carolina
$736K -$6.06K -212 -0.8%
MPIA
2090
Mountain Pacific Investment Advisers
Idaho
$728K -$94.4K -3,304 -11%
LRIC
2091
Long Road Investment Counsel
Michigan
$723K – – –
KA
2092
KLCM Advisors
Wisconsin
$717K -$706K -24,708 -48%
HCM
2093
Harvest Capital Management
New Hampshire
$717K +$147K +5,140 +23%
HI
2094
Horizon Investments
North Carolina
$716K +$778K +27,220 New
SEIA
2095
Signature Estate & Investment Advisors
California
$710K +$39.4K +1,380 +5%
AIS
2096
Accurate Investment Solutions
Pennsylvania
$704K +$764K +26,736 New
CAM
2097
CMT Asset Management
Illinois
$699K -$3.23M -113,080 -81%
PCMK
2098
Paragon Capital Management (Kansas)
Kansas
$697K -$82.5K -2,888 -10%
APSP
2099
Asset Planning Services (Pennsylvania)
Pennsylvania
$695K +$2.4K +84 +0.3%
LFA
2100
Landmark Financial Advisors
Kentucky
$694K -$8.34K -292 -1%
82 83
84
85 86