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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1226
Apriem Advisors
California
$820K +$202K +5,160 +31%
SQA
1227
Simon Quick Advisors
New Jersey
$815K +$852K +21,740 New
NGA
1228
Naples Global Advisors
Florida
$806K
GT
1229
Greenleaf Trust
Michigan
$806K +$109K +2,780 +15%
EAM
1230
Evanson Asset Management
California
$799K +$20.4K +520 +3%
SFM
1231
Stack Financial Management
Montana
$797K
BEAM
1232
Baker Ellis Asset Management
Washington
$793K -$34.5K -880 -4%
DMC
1233
Drexel Morgan & Co
Pennsylvania
$791K
MSE
1234
MUFG Securities EMEA
United Kingdom
$790K -$473K -12,080 -36%
RC
1235
Roundview Capital
New Jersey
$784K +$225K +5,740 +38%
Wealth Enhancement Advisory Services
1236
Wealth Enhancement Advisory Services
Minnesota
$780K +$815K +20,800 New
MCM
1237
Manchester Capital Management
Vermont
$779K
EA
1238
Edge Advisors
Georgia
$774K +$811K +20,700 New
HCM
1239
Highlander Capital Management
New Jersey
$772K +$294K +7,500 +57%
LWAC
1240
Laurel Wealth Advisors (California)
California
$769K +$53.3K +1,360 +7%
HB
1241
Homrich & Berg
Georgia
$763K -$288K -7,340 -27%
Dodge & Cox
1242
Dodge & Cox
California
$754K -$39.2K -1,000 -5%
SGCA
1243
Steel Grove Capital Advisors
Tennessee
$753K -$172K -4,400 -18%
IPAM
1244
ICICI Prudential Asset Management
India
$750K +$784K +20,000 New
Lido Advisors
1245
Lido Advisors
California
$749K +$783K +19,980 New
WP
1246
WMS Partners
Maryland
$744K -$90.9K -2,320 -10%
SCM
1247
Schnieders Capital Management
California
$744K +$132K +3,380 +21%
GBT
1248
Grove Bank & Trust
Florida
$737K +$234K +5,980 +44%
IWM
1249
IHT Wealth Management
Illinois
$734K +$763K +19,480 New
SPIA
1250
Steward Partners Investment Advisory
New York
$734K +$768K +19,600 New