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Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1526
Holderness Investments Company
North Carolina
$287K – – –
AT
1527
Argent Trust
Texas
$286K +$3.51K +32 +1%
HCC
1528
Hirtle Callaghan & Co
Pennsylvania
$286K +$275K +2,507 New
AWM
1529
AllSquare Wealth Management
New York
$285K -$2.53K -23 -0.9%
SRAM
1530
Stone Ridge Asset Management
New York
$285K – – –
AP
1531
Atwood & Palmer
Missouri
$285K +$77.4K +705 +39%
SCI
1532
S&CO Inc
Massachusetts
$285K +$275K +2,500 New
PSI
1533
Pinnacle Summer Investments
Virginia
$284K -$2.06M -18,748 -88%
AA
1534
Apriem Advisors
California
$283K +$25.1K +229 +10%
WCM
1535
Windsor Capital Management
Arizona
$283K +$61.7K +562 +29%
QGM
1536
Quality Growth Management
California
$282K -$506K -4,605 -65%
CBOR
1537
Community Bank of Raymore
Missouri
$281K – – –
CCWA
1538
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$281K +$270K +2,458 New
FM
1539
Family Management
New York
$279K – – –
HCM
1540
HM Capital Management
Missouri
$279K – – –
MCM
1541
Marathon Capital Management
Maryland
$279K – – –
CRIG
1542
Charter Research & Investment Group
Connecticut
$274K – – –
WHI
1543
William Harris Investors
Illinois
$274K – – –
HR
1544
Howe & Rusling
New York
$273K +$23.6K +215 +10%
TIM
1545
Tortoise Investment Management
New York
$272K +$4.94K +45 +2%
LCP
1546
Legacy Capital Partners
Wisconsin
$271K +$260K +2,367 New
WPW
1547
Waldron Private Wealth
Pennsylvania
$270K +$30.4K +277 +13%
DA
1548
Dunvegan Associates
California
$268K -$291K -2,652 -53%
CCS
1549
Crosspoint Capital Strategies
California
$266K +$130K +1,188 +104%
BBPWM
1550
Blue Bell Private Wealth Management
Pennsylvania
$265K +$2.2K +20 +0.9%
60 61
62
63 64