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Name Holding Trade Value Shares
Change
Change in
Stake
PPCM
901
Pillar Pacific Capital Management
California
$671K +$19K +75 +3%
ZCI
902
Zevenbergen Capital Investments
Washington
$670K -$22.8K -90 -3%
TH
903
TCTC Holdings
Texas
$669K – – –
BFS
904
Bradley Foster & Sargent
Connecticut
$669K +$381K +1,507 +118%
TWA
905
TCI Wealth Advisors
Arizona
$666K -$36.2K -143 -5%
TF
906
TLWM Financial
Texas
$663K +$21K +83 +3%
DBRC
907
D.B. Root & Company
Pennsylvania
$661K +$696K +2,754 New
TCM
908
Tributary Capital Management
Nebraska
$660K -$114K -450 -14%
DPIM
909
Duff & Phelps Investment Management
Illinois
$658K – – –
LFAS
910
Level Four Advisory Services
Texas
$650K -$8.34K -33 -1%
WI
911
Wedgewood Investors
Pennsylvania
$645K -$4.04K -16 -0.6%
PI
912
Pettee Investors
Connecticut
$640K – – –
PP
913
Patten & Patten
Tennessee
$637K -$6.32K -25 -0.9%
MCA
914
Morris Capital Advisors
Pennsylvania
$631K +$7.08K +28 +1%
IB
915
Intrust Bank
Kansas
$630K +$10.6K +42 +2%
HSA
916
HBK Sorce Advisory
Pennsylvania
$628K +$81.7K +323 +14%
IWM
917
IHT Wealth Management
Illinois
$627K +$159K +627 +31%
QAM
918
Quantres Asset Management
Cayman Islands
$624K -$405K -1,600 -38%
CHAM
919
Clear Harbor Asset Management
Connecticut
$624K – – –
GHCM
920
Glen Harbor Capital Management
California
$622K -$133K -528 -17%
HB
921
Homrich & Berg
Georgia
$621K -$1.77K -7 -0.3%
Kovitz Investment Group Partners
922
Kovitz Investment Group Partners
Illinois
$618K -$63.2K -250 -9%
PWP
923
Private Wealth Partners
California
$618K -$50.6K -200 -7%
ACP
924
Ashfield Capital Partners
California
$616K +$3.79K +15 +0.6%
HAM
925
Highstreet Asset Management
Ontario, Canada
$616K +$36.4K +144 +6%