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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1701
Select Asset Management & Trust
Pennsylvania
$291K – – –
NBC
1702
Neuberger Berman Canada
Ontario, Canada
$290K -$2.65M -23,311 -90%
WA
1703
Wealth Architects
California
$290K +$294K +2,587 New
TAM
1704
Trillium Asset Management
Massachusetts
$288K +$97.8K +861 +51%
BHTS
1705
Bar Harbor Trust Services
Maine
$287K – – –
FMP
1706
Financial Management Professionals
Texas
$287K – – –
YMRC
1707
Yorktown Management & Research Company
Virginia
$286K – – –
DWM
1708
Dakota Wealth Management
Florida
$286K +$290K +2,556 New
HRIA
1709
Haberer Registered Investment Advisor
Ohio
$285K -$17.5K -154 -6%
FNBOH
1710
First National Bank of Hutchinson
Kansas
$285K +$52K +458 +22%
PFC
1711
Poplar Forest Capital
California
$284K – – –
CSC
1712
Cove Street Capital
California
$280K – – –
ACM
1713
Alpha Capital Management
Texas
$280K +$284K +2,500 New
CAM
1714
Concorde Asset Management
Michigan
$280K +$301K +2,648 New
NERM
1715
New England Research & Management
Illinois
$278K -$56.8K -500 -17%
NCMW
1716
Northern Capital Management (Wisconsin)
Wisconsin
$278K +$35.3K +311 +14%
SGS
1717
Sterling Global Strategies
California
$274K +$277K +2,440 New
MCM
1718
Marathon Capital Management
Maryland
$273K -$20.3K -179 -7%
MFP
1719
Mosaic Financial Partners
California
$273K +$22.6K +199 +9%
HP
1720
HT Partners
Connecticut
$269K – – –
PAM
1721
Pope Asset Management
Tennessee
$269K – – –
GWA
1722
Genesis Wealth Advisors
Massachusetts
$268K +$281K +2,472 New
TIM
1723
Tortoise Investment Management
New York
$268K – – –
W
1724
Wealthfront
California
$264K -$511K -4,497 -66%
CIC
1725
Cornercap Investment Counsel
Georgia
$264K -$17.3K -152 -6%
67 68
69
70 71