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Name Holding Trade Value Shares
Change
Change in
Stake
PAA
1251
Peregrine Asset Advisers
Oregon
$306K -$3.44K -75 -1%
EWM
1252
Evermay Wealth Management
Virginia
$302K -$60.4K -1,315 -17%
MCWS
1253
McKinley Carter Wealth Services
West Virginia
$302K +$18K +392 +6%
MCM
1254
Marathon Capital Management
Maryland
$301K +$22.7K +494 +8%
MWAN
1255
Mariner Wealth Advisors (NYC)
Kansas
$299K +$296K +6,455 New
MCM
1256
Manchester Capital Management
Vermont
$296K -$57.2K -1,245 -16%
SLAM
1257
Swiss Life Asset Management
$292K +$290K +6,311 New
LA
1258
Lau Associates
Delaware
$291K -$68.9K -1,500 -19%
BJL
1259
Brighton Jones LLC
Washington
$288K -$93K -2,026 -25%
BHC
1260
Bowen Hanes & Co
Florida
$287K
RC
1261
Roundview Capital
New Jersey
$287K
PHAM
1262
Palisades Hudson Asset Management
Florida
$285K
LC
1263
Lourd Capital
California
$284K +$20.7K +450 +8%
ECM
1264
EagleClaw Capital Management
Massachusetts
$283K
KS
1265
Karpas Strategies
Connecticut
$283K
KFA
1266
Kelleher Financial Advisors
New York
$282K
CS
1267
Credential Securities
$280K +$16.5K +360 +6%
BSB
1268
Bangor Savings Bank
Maine
$278K +$15.4K +335 +6%
SCA
1269
Sippican Capital Advisors
Massachusetts
$277K
FIB
1270
First Interstate Bank
Montana
$276K -$15.8K -345 -5%
OA
1271
Outfitter Advisors
Virginia
$275K
LFA
1272
Landmark Financial Advisors
Kentucky
$274K +$92 +2 +0%
BWM
1273
Braver Wealth Management
Massachusetts
$273K
NPIT
1274
National Penn Investors Trust
Pennsylvania
$273K -$31.7K -690 -10%
WPW
1275
Waldron Private Wealth
Pennsylvania
$271K +$7.12K +155 +3%