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Name Holding Trade Value Shares
Change 		Change in
Stake
FDCC
1726
Foster Dykema Cabot & Co
Massachusetts
$253K -$77.7K -740 -22%
HHAA
1727
Henry H. Armstrong Associates
Pennsylvania
$252K – – –
JRP
1728
Jasper Ridge Partners
California
$251K – – –
PSC
1729
Prentiss Smith & Co
Vermont
$250K – – –
EDRE
1730
Edmond de Rothschild (Europe)
Luxembourg
$249K +$271K +2,583 New
FIM
1731
Freedom Investment Management
Connecticut
$247K +$49.7K +473 +23%
SEC
1732
Seven Eight Capital
New York
$247K +$269K +2,558 New
MCM
1733
Marathon Capital Management
Maryland
$246K -$5.04K -48 -2%
HA
1734
Harfst & Associates
Wyoming
$246K +$268K +2,550 New
CAW
1735
Cornerstone Advisors (Washington)
Washington
$244K – – –
PFC
1736
Poplar Forest Capital
California
$244K – – –
CIC
1737
Cornercap Investment Counsel
Georgia
$244K +$12.6K +120 +5%
PFA
1738
Pure Financial Advisors
California
$244K +$266K +2,534 New
DWM
1739
Dakota Wealth Management
Florida
$240K -$7.14K -68 -3%
GWM
1740
Gupta Wealth Management
California
$240K +$84.1K +801 +47%
CFA
1741
Capstone Financial Advisors
Illinois
$239K -$128K -1,219 -33%
BFM
1742
Boothbay Fund Management
New York
$239K +$261K +2,482 New
BHTS
1743
Bar Harbor Trust Services
Maine
$232K -$5.25K -50 -2%
BRA
1744
Bender Robert & Associates
California
$232K – – –
PAM
1745
Pope Asset Management
Tennessee
$231K – – –
TIM
1746
Tortoise Investment Management
New York
$231K – – –
AL
1747
Aspiriant LLC
California
$229K -$180K -1,715 -42%
VFP
1748
Verus Financial Partners
Virginia
$227K +$420 +4 +0.2%
VAM
1749
Verity Asset Management
North Carolina
$226K -$42K -400 -15%
SIG
1750
Stanford Investment Group
California
$226K – – –
68 69
70
71 72