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Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
1426
Pacific Wealth Strategies Group
California
$250K +$253K +1,521 New
DDC
1427
DF Dent & Co
Maryland
$249K
VFA
1428
Virtus Fund Advisers
Connecticut
$249K
BCM
1429
BTR Capital Management
California
$249K +$253K +1,520 New
FSCM
1430
Front Street Capital Management
Montana
$246K
PDM
1431
Penn Davis McFarland
Texas
$246K
SRC
1432
Stone Run Capital
New York
$246K
ABTD
1433
Arvest Bank Trust Division
Oklahoma
$245K
DWM
1434
Destination Wealth Management
California
$245K +$248K +1,491 New
DOA
1435
D'Orazio & Associates
Virginia
$243K
SGS
1436
Sterling Global Strategies
California
$242K
EAM
1437
Evanson Asset Management
California
$242K +$11K +66 +5%
ATC
1438
Adirondack Trust Company
New York
$241K +$22.4K +135 +10%
DLCIG
1439
D.L. Carlson Investment Group
New Hampshire
$240K -$8.31K -50 -3%
CTA
1440
Colonial Trust Advisors
South Carolina
$240K -$3.16K -19 -1%
KLI
1441
Kelman-Lazarov Inc
Tennessee
$240K
NRS
1442
Neville Rodie & Shaw
New York
$238K
AZA
1443
Arthur Zaske & Associates
Michigan
$235K +$238K +1,435 New
HB
1444
Homrich & Berg
Georgia
$232K -$4.49K -27 -2%
CAM
1445
Cypress Asset Management
Texas
$230K -$16.6K -100 -7%
NCM
1446
Neumann Capital Management
California
$230K
CIM
1447
Contravisory Investment Management
Massachusetts
$230K +$233K +1,400 New
FNT
1448
First Nebraska Trust
Nebraska
$228K
SIM
1449
Sadoff Investment Management
Wisconsin
$228K +$231K +1,390 New
MPAM
1450
Murphy Pohlad Asset Management
Minnesota
$226K