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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1601
Schnieders Capital Management
California
$660K +$95.3K +2,668 +18%
HC
1602
Hawkins Capital
Texas
$659K -$10.7M -300,000 -95%
MC
1603
Mathes Company
New York
$659K -$35.7K -1,000 -5%
LOAMS
1604
Lombard Odier Asset Management (Switzerland)
Switzerland
$659K – – –
GVT
1605
Genesee Valley Trust
New York
$658K +$22.1K +619 +4%
CBT
1606
Central Bank & Trust
Kentucky
$657K -$25K -700 -4%
RCS
1607
Retirement Capital Strategies
California
$647K – – –
MSS
1608
Mitchell Sinkler & Starr
Pennsylvania
$644K +$3.21K +90 +0.5%
NVIM
1609
New Vernon Investment Management
Illinois
$641K – – –
BLA
1610
Balter Liquid Alternatives
Massachusetts
$641K +$38.7K +1,083 +7%
FI
1611
FormulaFolio Investments
Michigan
$638K +$61.7K +1,728 +12%
SS
1612
Sunbelt Securities
Texas
$638K +$595K +16,658 New
DWM
1613
Destination Wealth Management
California
$636K +$150K +4,188 +34%
HCM
1614
Highlander Capital Management
New Jersey
$633K – – –
FWCM
1615
First Western Capital Management
California
$631K – – –
HA
1616
Harfst & Associates
Wyoming
$631K +$21.7K +608 +4%
MCWS
1617
McKinley Carter Wealth Services
West Virginia
$631K +$102K +2,842 +21%
Flossbach Von Storch
1618
Flossbach Von Storch
Germany
$626K -$759K -21,250 -57%
SWK
1619
Stephen W. Kidder
$626K -$107K -3,000 -16%
SHGA
1620
Sand Hill Global Advisors
California
$626K +$32.4K +908 +6%
CA
1621
Cortland Associates
Missouri
$624K +$9.14K +256 +2%
BCM
1622
Boltwood Capital Management
California
$622K – – –
YP
1623
Yellowstone Partners
Idaho
$621K -$11.8K -329 -2%
HCC
1624
Hirtle Callaghan & Co
Pennsylvania
$620K – – –
GLI
1625
Guardian Life Insurance
New York
$620K +$172K +4,821 +42%