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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1676
Creative Financial Designs
Indiana
$314K +$317K +10,398 New
JWBC
1677
J.W. Burns & Co
New York
$313K +$11K +360 +4%
SGK
1678
Steigerwald Gordon & Koch
Virginia
$313K +$15.2K +500 +5%
First Eagle Investment Management
1679
First Eagle Investment Management
New York
$308K
VWM
1680
Vector Wealth Management
Minnesota
$307K +$30.5K +1,000 +11%
CC
1681
Cadinha & Co
Hawaii
$305K
CFS
1682
Commonwealth Financial Services
West Virginia
$305K +$1.55K +51 +0.5%
FAM
1683
Formidable Asset Management
Ohio
$304K -$16K -525 -5%
PI
1684
Pettee Investors
Connecticut
$304K
BFIM
1685
Beese Fulmer Investment Management
Ohio
$303K -$42.7K -1,400 -12%
TCB
1686
Texas Capital Bancshares
Texas
$303K
CAM
1687
Cacti Asset Management
Georgia
$302K
PI
1688
Pachira Investments
California
$302K +$305K +10,000 New
EWA
1689
EP Wealth Advisors
California
$301K -$80.3K -2,635 -21%
LA
1690
Lau Associates
Delaware
$301K -$13.7K -448 -4%
SHGA
1691
Sand Hill Global Advisors
California
$300K +$26K +854 +9%
CAM
1692
ClariVest Asset Management
California
$299K -$22K -721 -7%
CAM
1693
Concorde Asset Management
Michigan
$290K -$8.29K -272 -3%
PAG
1694
Pinnacle Advisory Group
Maryland
$285K -$6.1K -200 -2%
PWP
1695
Private Wealth Partners
California
$284K -$27.4K -900 -9%
CGL
1696
Clarius Group LLC
Washington
$284K +$732 +24 +0.3%
IWA
1697
IBEX Wealth Advisors
New Jersey
$283K -$69K -2,262 -19%
ZAM
1698
Zevin Asset Management
Massachusetts
$283K +$1.62K +53 +0.6%
NBG
1699
Nancy B. Gardiner
$281K -$197K -6,461 -41%
MTC
1700
McDaniel Terry & Co
Texas
$280K -$12.2K -400 -4%