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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
776
Giverny Capital
Quebec, Canada
$541K – – –
WIM
777
Westside Investment Management
California
$540K +$224K +1,945 +7%
CCM
778
Compton Capital Management
Rhode Island
$538K -$626K -5,433 -52%
LCM
779
Legato Capital Management
California
$538K -$586K -5,083 -51%
KTC
780
Kistler-Tiffany Companies
Pennsylvania
$537K +$26K +226 +5%
TC
781
TAGStone Capital
North Carolina
$537K +$268K +2,326 +89%
1WA
782
180 Wealth Advisors
Washington
$532K +$7.95K +69 +1%
AW
783
ACG Wealth
Georgia
$527K -$106K -921 -16%
PGFC
784
Peapack-Gladstone Financial Corp
New Jersey
$525K +$281K +2,437 +102%
APW
785
Acima Private Wealth
Virginia
$524K – – –
VCM
786
Virtue Capital Management
Tennessee
$522K -$56.1K -487 -9%
IGWM
787
ICA Group Wealth Management
Colorado
$520K +$605K +5,254 New
PWP
788
Pursue Wealth Partners
California
$519K +$62.6K +543 +12%
RIL
789
Rothschild Investment LLC
Illinois
$518K -$255K -2,212 -32%
SSB
790
Sandy Spring Bank
Maryland
$514K -$1.12M -9,736 -67%
SF
791
Synovus Financial
Georgia
$514K -$426K -3,697 -44%
PCM
792
Parsons Capital Management
Rhode Island
$512K -$10.4K -90 -2%
AMC
793
Asset Management Corp
Illinois
$510K -$34.6K -300 -6%
PAS
794
Park Avenue Securities
New York
$509K +$182K +1,584 +51%
EWA
795
EP Wealth Advisors
California
$507K -$35.1K -305 -6%
NFC
796
Northeast Financial Consultants
Connecticut
$507K +$40.2K +349 +8%
CCIA
797
Campbell & Co Investment Adviser
Maryland
$507K +$537K +4,662 New
CSIC
798
Clifford Swan Investment Counsel
California
$503K -$28.6K -248 -5%
CC
799
Centiva Capital
New York
$503K +$533K +4,624 New
ECM
800
Elgethun Capital Management
South Dakota
$502K +$531K +4,611 New
30 31
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