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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1801
Anchor Capital Advisors
Massachusetts
$219K +$3.5K +32 +2%
RWM
1802
Ritholtz Wealth Management
New York
$219K +$226K +2,061 New
PGA
1803
Portland Global Advisors
Maine
$217K – – –
BCM
1804
Brookmont Capital Management
Texas
$215K +$222K +2,026 New
NIA
1805
Northstar Investment Advisors
Colorado
$214K – – –
EVM
1806
Evelyn V. Moreno
$213K -$49.3K -450 -18%
CM
1807
Castleark Management
Illinois
$213K – – –
RC
1808
RBF Capital
California
$213K – – –
WRM
1809
Weybosset Research & Management
Rhode Island
$213K +$5.47K +50 +3%
AIA
1810
AIMZ Investment Advisors
California
$213K +$16.4K +150 +8%
LCM
1811
Lucas Capital Management
New Jersey
$212K -$10.9K -100 -5%
HR
1812
Howe & Rusling
New York
$212K – – –
AP
1813
Atwood & Palmer
Missouri
$211K +$2.74K +25 +1%
CHA
1814
Cedar Hill Associates
Illinois
$210K -$3.29K -30 -1%
FPIS
1815
Financial Planning & Information Services
Wisconsin
$209K -$876 -8 -0.4%
FLII
1816
First Long Island Investors
New York
$208K +$214K +1,954 New
SIM
1817
Sonora Investment Management
Arizona
$208K -$1.09K -10 -0.5%
PVWM
1818
Point View Wealth Management
New Jersey
$206K – – –
AIA
1819
Allegis Investment Advisors
Idaho
$206K +$213K +1,941 New
CBB
1820
Citizens Business Bank
California
$204K – – –
MCM
1821
McKinley Capital Management
Alaska
$203K -$3.18K -29 -1%
ACC
1822
Accident Compensation Corp
New Zealand
$202K -$1.06M -9,700 -84%
MWM
1823
Mascoma Wealth Management
New Hampshire
$202K – – –
TWMP
1824
Taylor Wealth Management Partners
Massachusetts
$202K – – –
NP
1825
NS Partners
United Kingdom
$201K -$2.28M -20,836 -92%