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Walt Disney
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWK
1426
Stephen W. Kidder
$292K – – –
TCB
1427
Texas Capital Bancshares
Texas
$291K +$279K +3,091 New
JWM
1428
Jacobus Wealth Management
Wisconsin
$290K – – –
LRIC
1429
Long Road Investment Counsel
Michigan
$290K +$277K +3,075 New
SIC
1430
Sigma Investment Counselors
Michigan
$288K – – –
NIS
1431
National Investment Services
Wisconsin
$286K -$1.37M -15,185 -83%
CPSAC
1432
Chas P. Smith & Associates (CPS)
Florida
$284K -$47.2K -523 -15%
WCF
1433
West Coast Financial
California
$284K – – –
CC
1434
Colrain Capital
Massachusetts
$283K -$180K -2,000 -40%
ANTB
1435
AMG National Trust Bank
Colorado
$283K +$3.79K +42 +1%
WG
1436
Welch Group
Alabama
$282K -$2.71K -30 -1%
TFCP
1437
Twin Focus Capital Partners
Massachusetts
$278K -$108K -1,196 -29%
SIC
1438
SFE Investment Counsel
California
$276K +$13.5K +150 +5%
SIA
1439
Stancorp Investment Advisers
Oregon
$276K +$264K +2,929 New
NPF
1440
Norris Perne & French
Michigan
$275K -$2.25K -25 -0.9%
BPCE
1441
Bank Pictet & Cie (Europe)
Germany
$275K – – –
CCM
1442
Coldstream Capital Management
Washington
$274K – – –
BFPW
1443
BOK Financial Private Wealth
Colorado
$273K – – –
CRC
1444
Curi RMB Capital
Illinois
$270K -$61.8K -685 -19%
BST
1445
Bath Savings Trust
Maine
$270K – – –
IC
1446
Intersect Capital
California
$269K +$257K +2,853 New
NP
1447
NorthRock Partners
Minnesota
$268K +$254K +2,814 New
VHAM
1448
Van Hulzen Asset Management
California
$268K +$256K +2,845 New
RHFI
1449
Reilly Herbert Faulkner III
$266K – – –
WA
1450
Winfield Associates
Ohio
$266K +$232K +2,575 +1,030%
56 57
58
59 60