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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
701
Schnieders Capital Management
California
$323K +$30.5K +300 +11%
KB
702
Kimelman & Baird
New York
$323K +$50.9K +500 +20%
BA
703
Bristol Advisors
Pennsylvania
$323K +$305K +3,000 New
WAM
704
Wealthspire Advisors (Maryland)
Maryland
$320K -$91.8K -902 -23%
MC
705
Moors & Cabot
Massachusetts
$320K -$67.9K -667 -18%
GT
706
Greenleaf Trust
Michigan
$307K +$290K +2,851 New
BC
707
Burney Company
Virginia
$304K -$4.38K -43 -2%
CCM
708
Canal Capital Management
Virginia
$304K +$287K +2,816 New
IAA
709
Independent Advisor Alliance
North Carolina
$303K +$34.2K +336 +14%
BRC
710
Bell Rock Capital
Delaware
$302K -$43.8K -430 -13%
CSA
711
Cottage Street Advisors
Massachusetts
$302K – – –
PAA
712
Peregrine Asset Advisers
Oregon
$297K – – –
GAMA
713
Graticule Asia Macro Advisors
New York
$295K +$279K +2,739 New
GC
714
Gratry & Company
Ohio
$294K +$24.4K +240 +10%
BCP
715
Berkeley Capital Partners
Georgia
$291K -$25.3K -249 -8%
SFG
716
SevenBridge Financial Group
Pennsylvania
$289K +$229K +2,250 +563%
FTIOP
717
Fiduciary Trust International of Pennsylvania
Pennsylvania
$280K +$264K +2,595 New
WSTAM
718
Wilbanks Smith & Thomas Asset Management
Virginia
$276K +$2.34K +23 +0.9%
IWA
719
Intercontinental Wealth Advisors
Texas
$275K +$21.4K +210 +9%
CS
720
Comerica Securities
Michigan
$272K -$479K -4,702 -65%
BWP
721
Baldwin Wealth Partners
Massachusetts
$272K -$10.2K -100 -4%
CL
722
CPWM LLC
Washington
$272K +$257K +2,524 New
BL
723
BFSG LLC
California
$271K +$256K +2,511 New
EP
724
Edinburgh Partners
United Kingdom
$270K – – –
CC
725
Colrain Capital
Massachusetts
$270K +$254K +2,500 New
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