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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1201
Dougherty Wealth Advisers
Minnesota
$73K
EIM
1202
Essex Investment Management
Massachusetts
$73K
VCM
1203
Versant Capital Management
Arizona
$73K
PO
1204
Private Ocean
California
$72K
HDIM
1205
Hanson & Doremus Investment Management
Vermont
$72K +$24K +115 +53%
HL
1206
Harding Loevner
New Jersey
$70K
T
1207
TOBAM
France
$69K +$25.7K +123 +62%
ADL
1208
Asset Dedication LLC
California
$68K
WPA
1209
West Paces Advisors
Georgia
$63.2K
NIM
1210
NuWave Investment Management
New Jersey
$62K -$287K -1,375 -83%
LWA
1211
Lenox Wealth Advisors
New York
$62K
PFBT
1212
Parkside Financial Bank & Trust
Missouri
$61K +$6.48K +31 +12%
TFM
1213
TFC Financial Management
Massachusetts
$60K
PFO
1214
Pathstone Family Office
New Jersey
$60K +$6.68K +32 +13%
OPW
1215
Oxler Private Wealth
New York
$60K +$58.1K +278 New
CCA
1216
Childress Capital Advisors
Texas
$60K +$58.3K +279 New
ECM
1217
Estabrook Capital Management
New York
$59.5K -$5.22K -25 -8%
AP
1218
Arlington Partners
Alabama
$59K +$16.7K +80 +41%
EFSCE
1219
Enterprise Financial Services Corp (EFSC)
Missouri
$57K
TI
1220
Truehand Inc
New Hampshire
$56K
CBT
1221
Central Bank & Trust
Kentucky
$54K
DI
1222
Disciplined Investments
Oklahoma
$54K
MAM
1223
Marquette Asset Management
Minnesota
$54K
RFA
1224
Reilly Financial Advisors
California
$54K
EI
1225
Ellevest Inc
New York
$54K +$33.2K +159 +173%