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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1751
Vision Capital Management
Oregon
$256K -$86.9K -864 -26%
GC
1752
Gibson Capital
Pennsylvania
$256K – – –
LI
1753
Lafayette Investments
Maryland
$252K -$117K -1,165 -33%
DWM
1754
Dorchester Wealth Management
Quebec, Canada
$252K – – –
DWM
1755
Dakota Wealth Management
Florida
$248K – – –
SIMM
1756
Stillwater Investment Management (Minnesota)
Minnesota
$247K +$2.52K +25 +1%
DGI
1757
Disciplined Growth Investors
Minnesota
$246K -$90.5K -900 -28%
HR
1758
Howe & Rusling
New York
$246K -$15K -149 -6%
LP
1759
LGL Partners
Pennsylvania
$244K – – –
HFS
1760
Haverford Financial Services
Pennsylvania
$242K -$4.53K -45 -2%
SI
1761
Scout Investments
Missouri
$239K +$229K +2,281 New
MWM
1762
Modera Wealth Management
New Jersey
$238K -$42.3K -421 -16%
LPT
1763
Legacy Private Trust
Wisconsin
$236K -$40.2K -400 -15%
DA
1764
Dillon & Associates
Michigan
$234K – – –
RDM
1765
Retirement Design & Management
Connecticut
$234K +$224K +2,229 New
MCM
1766
Marathon Capital Management
Maryland
$233K +$101 +1 +0%
PMG
1767
Private Management Group
California
$233K +$12.5K +124 +6%
SGS
1768
Sterling Global Strategies
California
$232K -$30.2K -300 -12%
KA
1769
Klingman & Associates
New York
$231K – – –
CFC
1770
Coyle Financial Counsel
Illinois
$230K +$220K +2,190 New
LWA
1771
Lebenthal Wealth Advisors
New York
$230K +$221K +2,198 New
JGIA
1772
Jackson Grant Investment Advisers
Connecticut
$229K +$2.31K +23 +1%
AA
1773
AlphaMark Advisors
Kentucky
$228K -$10.1K -100 -4%
MCMT
1774
Moon Capital Management (Tennessee)
Tennessee
$227K – – –
EWM
1775
Evermay Wealth Management
Virginia
$226K -$30.1K -299 -12%
69 70
71
72 73