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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1676
Cache Advisors
California
$753K +$842K +1,963 New
BFS
1677
Burr Financial Services
California
$752K -$261K -608 -24%
AF
1678
Atala Financial
California
$752K +$447K +1,043 +114%
BCB
1679
Brian C. Broderick
$752K +$136K +316 +19%
MIP
1680
Marietta Investment Partners
Wisconsin
$751K -$38.6K -90 -4%
DA
1681
Dover Advisors
Virginia
$750K -$202K -470 -19%
RCA
1682
Roberts Capital Advisors
Colorado
$750K – – –
KIC
1683
Kensington Investment Counsel
California
$747K -$16.7K -39 -2%
PWM
1684
Pines Wealth Management
North Carolina
$747K +$131K +305 +16%
TTIC
1685
Tower Trust & Investment Company
Iowa
$745K +$852K +1,987 New
WF
1686
WinCap Financial
Massachusetts
$744K +$152K +354 +22%
EAM
1687
Empirical Asset Management
Massachusetts
$744K +$243K +566 +41%
AFM
1688
Abbot Financial Management
Massachusetts
$744K +$832K +1,939 New
1WA
1689
180 Wealth Advisors
Washington
$741K +$61.3K +143 +8%
BBI
1690
Baxter Bros Inc
Connecticut
$738K -$575K -1,340 -41%
JWM
1691
JGP Wealth Management
Oregon
$737K +$26.6K +62 +3%
SC
1692
Shearwater Capital
Colorado
$736K – – –
CNTOF
1693
Canandaigua National Trust of Florida
New York
$736K +$823K +1,919 New
JPWM
1694
Jamison Private Wealth Management
Georgia
$734K +$88.8K +207 +12%
CCIA
1695
Campbell & Co Investment Adviser
Maryland
$732K +$505K +1,177 +161%
SCP
1696
Sivia Capital Partners
California
$732K +$337K +785 +70%
GPA
1697
Guerra Pan Advisors
New Jersey
$731K -$20.6K -48 -2%
CMI
1698
Clare Market Investments
Texas
$731K -$83.6K -195 -9%
PGCM
1699
Prescott Group Capital Management
Oklahoma
$729K – – –
VCM
1700
Versant Capital Management
Arizona
$724K +$632K +1,474 +357%
66 67
68
69 70