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Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
1301
Gilman Hill Asset Management
Connecticut
$782K +$113K +1,170 +17%
PAS
1302
Partnervest Advisory Services
California
$767K +$29.2K +302 +4%
LOAMS
1303
Lombard Odier Asset Management (Switzerland)
Switzerland
$765K – – –
ZIG
1304
Zuckerman Investment Group
Illinois
$760K -$2.41K -25 -0.3%
ACM
1305
Argent Capital Management
Missouri
$759K – – –
FPCM
1306
Financial Partners Capital Management
New York
$759K – – –
TNAM
1307
Terra Nova Asset Management
New York
$752K +$523K +5,420 +252%
TPWA
1308
TRUE Private Wealth Advisors
Oregon
$750K -$16.7K -173 -2%
PCMM
1309
Private Capital Management (Minnesota)
Minnesota
$750K +$319K +3,300 +78%
HCM
1310
Harvest Capital Management
New Hampshire
$748K – – –
HTHT
1311
Hemenway Trust Hemenway Trust
New Hampshire
$741K +$26.5K +275 +4%
SWM
1312
Stockman Wealth Management
Montana
$739K -$2.22K -23 -0.3%
PL
1313
Perpetual Ltd
Australia
$738K +$96.5K +1,000 +16%
RWA
1314
Ropes Wealth Advisors
Massachusetts
$737K +$50.4K +522 +8%
KP
1315
Keel Point
Alabama
$734K -$10.1K -105 -1%
DBIA
1316
Dumont & Blake Investment Advisors
New Jersey
$732K – – –
GWM
1317
Gupta Wealth Management
California
$731K +$47.9K +496 +7%
CPO
1318
Cerity Partners OCIO
New York
$728K +$52.4K +543 +8%
SGAM
1319
Steinberg Global Asset Management
Florida
$727K +$58.6K +607 +9%
IIC
1320
Integrated Investment Consultants
Michigan
$722K – – –
BRM
1321
Boston Research & Management
Massachusetts
$720K – – –
CS
1322
Credential Securities
$719K +$14.4K +149 +2%
BAM
1323
Brave Asset Management
New Jersey
$718K – – –
RW
1324
Rand Wealth
Maryland
$715K +$47.3K +490 +7%
EDRIA
1325
Edmonds Duncan Registered Investment Advisors
Kansas
$711K +$193 +2 +0%
51 52
53
54 55