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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1301
WealthPLAN Partners
Nebraska
$232K +$736K +4,681 New
BEAM
1302
Baker Ellis Asset Management
Washington
$230K +$10.8K +69 +5%
SWK
1303
Stephen W. Kidder
$230K +$223K +1,418 New
ORI
1304
Oak Ridge Investments
Illinois
$229K +$221K +1,408 New
NCM
1305
Neumann Capital Management
California
$227K +$220K +1,400 New
NAM
1306
Nichols Asset Management
Massachusetts
$227K +$220K +1,400 New
RB
1307
Rodgers Brothers
Pennsylvania
$225K +$218K +1,385 New
CCM
1308
Colorado Capital Management
Colorado
$223K +$216K +1,374 New
NIM
1309
Northeast Investment Management
Massachusetts
$222K +$215K +1,370 New
UF
1310
Univest Financial
Pennsylvania
$221K +$214K +1,360 New
MWM
1311
Modera Wealth Management
New Jersey
$221K +$214K +1,362 New
TFF
1312
The Family Firm
Maryland
$220K -$42.4K -270 -17%
HCC
1313
Hirtle Callaghan & Co
Pennsylvania
$220K +$42.6K +271 +25%
ECM
1314
EagleClaw Capital Management
Massachusetts
$219K +$212K +1,350 New
AW
1315
Alpha Windward
Massachusetts
$218K -$8.64K -55 -4%
MC
1316
Middleton & Co
Massachusetts
$218K +$211K +1,345 New
PFBT
1317
Parkside Financial Bank & Trust
Missouri
$217K -$157 -1 -0.1%
HCA
1318
Harbour Capital Advisors
Virginia
$217K +$210K +1,334 New
WCF
1319
West Coast Financial
California
$217K +$210K +1,335 New
ATC
1320
Adirondack Trust Company
New York
$216K
CWM
1321
Calamos Wealth Management
Illinois
$215K +$208K +1,326 New
GIP
1322
Greatmark Investment Partners
Georgia
$214K +$207K +1,320 New
DCM
1323
Dynamic Capital Management
Jersey
$211K -$503K -3,203 -71%
EMG
1324
Ellington Management Group
Connecticut
$211K -$409K -2,600 -67%
QAM
1325
Quantres Asset Management
Cayman Islands
$211K +$204K +1,300 New