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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2076
Adero Partners
California
$232K -$7.81K -79 -2%
EWM
2077
Elite Wealth Management
Washington
$232K +$98.8K +1,000 +45%
CAM
2078
Cubic Asset Management
Massachusetts
$230K -$131K -1,325 -29%
HFG
2079
Heron Financial Group
New York
$230K – – –
PFO
2080
Pathstone Family Office
New Jersey
$230K +$218K +2,202 +226%
BFC
2081
Blue Fin Capital
Rhode Island
$229K -$714K -7,225 -69%
ORI
2082
Oak Ridge Investments
Illinois
$229K -$27.2K -275 -8%
HCA
2083
Horan Capital Advisors
Ohio
$229K -$14.3K -145 -4%
PFM
2084
Probabilities Fund Management
New York
$229K +$312K +3,156 New
WA
2085
Waverly Advisors
Alabama
$228K +$45.7K +462 +17%
PO
2086
Private Ocean
California
$227K -$72.6K -735 -19%
SP
2087
Successful Portfolios
Florida
$227K -$51.3K -519 -14%
TAM
2088
Trillium Asset Management
Massachusetts
$227K – – –
GWM
2089
Greenwich Wealth Management
Connecticut
$227K +$309K +3,132 New
SDH
2090
Sloy Dahl & Holst
Washington
$225K -$16.4K -166 -5%
JCM
2091
Jag Capital Management
Missouri
$225K +$2.57K +26 +0.8%
AIP
2092
ARS Investment Partners
New York
$224K -$2.74M -27,708 -90%
SL
2093
Stevard LLC
Illinois
$224K – – –
MA
2094
MCF Advisors
Kentucky
$224K +$79.1K +800 +35%
WC
2095
Waterloo Capital
Texas
$224K +$305K +3,091 New
GWS
2096
Glassman Wealth Services
Virginia
$223K -$10.5K -106 -3%
SC
2097
Steph & Co
Wisconsin
$222K -$20.9K -212 -6%
SFG
2098
Sather Financial Group
Texas
$221K -$11.8K -119 -4%
ST
2099
Sageworth Trust
Pennsylvania
$220K – – –
DOA
2100
D'Orazio & Associates
Virginia
$219K – – –
82 83
84
85 86