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Name Holding Trade Value Shares
Change
Change in
Stake
CIG
1001
Cairn Investment Group
Washington
$443K -$48.8K -245 -10%
VF
1002
Virtu Financial
New York
$440K +$426K +2,141 New
VCM
1003
Versant Capital Management
Arizona
$440K +$224K +1,123 +110%
LSA
1004
Lansing Street Advisors
Pennsylvania
$440K +$150K +753 +54%
CSIC
1005
Clifford Swan Investment Counsel
California
$437K +$1.59K +8 +0.4%
DCA
1006
DSG Capital Advisors
Minnesota
$436K -$623K -3,125 -60%
TNA
1007
True North Advisors
Texas
$435K +$421K +2,114 New
AI
1008
Accredited Investors
Minnesota
$433K +$15.3K +77 +4%
SIMG
1009
Sonora Investment Management Group
Arizona
$428K -$3.98K -20 -1%
AI
1010
Auour Investments
Massachusetts
$428K – – –
GL
1011
Graypoint LLC
New York
$426K -$36.9K -185 -8%
FBFS
1012
First Business Financial Services
Wisconsin
$424K – – –
UBP
1013
Union Bancaire Privee
Switzerland
$424K +$147K +739 +46%
ABC
1014
Associated Banc-Corp
Wisconsin
$423K -$1.2K -6 -0.3%
PIP
1015
Peachtree Investment Partners
Florida
$422K -$65.1K -327 -14%
CI
1016
CX Institutional
Indiana
$419K +$7.97K +40 +2%
CT
1017
Caldwell Trust
Florida
$418K – – –
UFF
1018
USA Financial Formulas
Michigan
$418K -$2.21M -11,109 -85%
IP
1019
Ignite Planners
California
$417K +$27.1K +136 +7%
CPC
1020
Cookson Peirce & Co
Pennsylvania
$415K – – –
BW
1021
Blalock Williams
Alabama
$414K +$12.6K +63 +3%
KAS
1022
KPP Advisory Services
Kentucky
$413K +$25.3K +127 +7%
MWM
1023
Meridian Wealth Management
Kentucky
$413K +$400K +2,009 New
Dodge & Cox
1024
Dodge & Cox
California
$411K – – –
ICCON
1025
Investment Counsel Company of Nevada
Nevada
$411K – – –