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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1601
Wellesley Investment Partners
Massachusetts
$267K +$241K +9,374 New
HBT
1602
Hills Bank & Trust
Iowa
$265K +$15.4K +600 +7%
EWM
1603
Evermay Wealth Management
Virginia
$264K -$3.42K -133 -1%
MUS
1604
Mitsubishi UFJ Securities
Japan
$263K +$141K +5,490 +146%
PCIG
1605
Partners Capital Investment Group
Massachusetts
$262K – – –
RA
1606
RFG Advisory
Alabama
$262K +$237K +9,219 New
NAMP
1607
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K – – –
BL
1608
Balentine LLC
Georgia
$259K – – –
PCM
1609
Perritt Capital Management
Illinois
$258K +$20.6K +801 +10%
ACPU
1610
Arrowgrass Capital Partners (US)
Delaware
$257K -$79K -3,070 -25%
S
1611
StratiFi
California
$256K – – –
BIM
1612
Barton Investment Management
Pennsylvania
$255K +$115K +4,474 +99%
CWM
1613
Cedar Wealth Management
California
$254K +$222K +8,618 +2,873%
LAM
1614
Lebenthal Asset Management
New York
$253K +$229K +8,900 New
BCM
1615
Brown Capital Management
Maryland
$252K -$25.7K -1,000 -10%
HPWM
1616
Highland Private Wealth Management
Washington
$248K +$225K +8,741 New
GC
1617
Garde Capital
Washington
$245K -$15.4K -600 -7%
BFIM
1618
Beese Fulmer Investment Management
Ohio
$244K +$18.9K +735 +9%
EHC
1619
Everett Harris & Co
California
$242K -$24.4K -950 -10%
WCM
1620
Weatherstone Capital Management
Colorado
$242K +$219K +8,500 New
CIC
1621
Crawford Investment Counsel
Georgia
$242K +$219K +8,506 New
VWM
1622
Vector Wealth Management
Minnesota
$241K +$4.86K +189 +2%
BONST
1623
Bank of Nova Scotia Trust
Ontario, Canada
$240K -$3.32K -129 -2%
ACM
1624
Armbruster Capital Management
New York
$239K -$29K -1,126 -12%
FPB
1625
First PREMIER Bank
South Dakota
$239K +$26.4K +1,025 +14%
63 64
65
66 67