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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
876
Beaumont Financial Advisors
Massachusetts
$19.3M +$580K +4,633 +3%
OCM
877
Octahedron Capital Management
California
$19.3M +$1.4M +11,200 +7%
MIM
878
Morningstar Investment Management
Illinois
$19.3M +$9.56M +76,380 +72%
ICP
879
Ironvine Capital Partners
Nebraska
$19.3M +$22.3M +178,554 +5,545%
SCM
880
Silvant Capital Management
Georgia
$19.3M -$70.1K -560 -0.3%
BAAM
881
Baker Avenue Asset Management
California
$19.3M +$122K +972 +0.5%
JWCA
882
J.W. Cole Advisors
Florida
$19.3M +$1.95M +15,545 +9%
BFM
883
Boston Financial Management
Massachusetts
$19.2M +$403K +3,221 +2%
DAM
884
Deltec Asset Management
New York
$19.1M +$138K +1,100 +0.6%
TIM
885
Tikehau Investment Management
France
$19.1M +$22.5M +180,200 New
DMIC
886
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.1M -$378K -3,020 -2%
CSIC
887
Clifford Swan Investment Counsel
California
$19.1M +$2.9M +23,198 +15%
PAG
888
Private Advisory Group
Washington
$19M +$386K +3,081 +2%
BCM
889
Brookstone Capital Management
Illinois
$18.9M +$1.96M +15,669 +11%
BWFA
890
Baltimore-Washington Financial Advisors
Maryland
$18.9M +$3.14M +25,058 +16%
LDB
891
Lee, Danner & Bass
Tennessee
$18.8M +$1.45M +11,575 +7%
MLL
892
Moody Lynn & Lieberson
Massachusetts
$18.8M -$4.37M -34,907 -16%
DR
893
Davis Rea
Ontario, Canada
$18.8M +$21.9M +174,920 +8,491%
VSI
894
Verde Servicos Internacionais
Brazil
$18.8M +$22.1M +176,737 New
IWC
895
Integrated Wealth Concepts
Massachusetts
$18.8M +$2.64M +21,070 +14%
DT
896
Diversified Trust
Tennessee
$18.7M -$661K -5,282 -3%
SAM
897
Shikiar Asset Management
New York
$18.6M -$730K -5,830 -3%
BA
898
Birinyi Associates
Connecticut
$18.6M -$1.24M -9,930 -5%
BTWM
899
Baker Tilly Wealth Management
Wisconsin
$18.4M +$3.37M +26,896 +18%
EF
900
Empirical Finance
Pennsylvania
$18.4M +$1.16M +9,302 +6%